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Tag Archives: Infineon

Battle of the Business Models

April 14, 2023by D/D Advisors Leave a comment

Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.

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Analyst Decoder Ring, Silicon, Strategy

SiC and GAN

October 12, 2021by D/D Advisors Leave a comment

The materials we use to build semis are changing as new semis content in higher power devices like cars and power grids grows.

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Components, Silicon

5 chip companies revisited

July 24, 2020by D/D Advisors 2 Comments

5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.

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Analyst Decoder Ring, Components, M&A, Qualcomm, Stocks, Strategy, The Street

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