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Tag Archives: Intel

men fighting in the ring

Marketing CPUs in a Multi-Polar World

May 25, 2023by D/D Advisors Leave a comment

How do CPU companies market in a newly, highly-fragmented market? There are no easy answers in this very complex, rapidly moving environment, but there is some hope.

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Roll Your Own, Silicon
a close up on a female like hands assembling broken white plate

AI Semis Market Landscape

May 17, 2023by D/D Advisors Leave a comment

There are really three markets for AI semis – training, cloud inference and edge inference. All of them are already fairly crowded. Choose your battles carefully.

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Autonomous Vehicles, Deep Tech, Electric Vehicles, Roll Your Own, Silicon

Where are the Profits? Foundry Edition

May 2, 2023by D/D Advisors Leave a comment

We did some math to show market share and profit share in the foundry business. This data maps to intuition, but the scale of TSMC’s dominance and Intel’s declining fortunes stand out.

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Analyst Decoder Ring, Silicon

How many CPUs do we need?

April 28, 2023by D/D Advisors Leave a comment

Less than a decade ago, CPUs were the dominant form of compute and everyone ‘knew’ the market could only support two vendors. Today, there are over a dozen companies making CPUs.

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China, Deep Tech, Qualcomm, RISC V, Roll Your Own, Silicon, Strategy

Is there a semi shortage at the trailing edge?

April 27, 2023by D/D Advisors Leave a comment

China actually has as much trailing edge semis capacity as the US. With ~90% of the world’s chips still produced on these older nodes, we can understand why everyone wants to build these fabs, even if the commercial reasons for them are less compelling.

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Silicon, Tin Foil Hat
raspberry pie

Everybody Wants to Software

April 21, 2023by D/D Advisors 2 Comments

Every chip company has ambitions to sell software too – but there are very few software models that will work for them.

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Components, Silicon, Strategy

Data Center Market Math

April 13, 2023by D/D Advisors Leave a comment

The data center silicon market is massive, but also challenging for incumbents let alone new entrants. We do some math to back this up.

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Deep Tech, Enterprise Electronics, Roll Your Own, Silicon, The Cloud

A Battle in Wireless Networking Semis

March 10, 2023by D/D Advisors Leave a comment

There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.

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MWC, Networking, Wireless

Open RAN – Same as it Ever Was

March 9, 2023by D/D Advisors Leave a comment

Open Ran – This is not your beautiful house. This is not your beautiful car.

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MWC, Networking, Strategy

Stick a Fork in Them

February 7, 2023by D/D Advisors 1 Comment

Intel is in a very bad place. It needs to admit that, especially internally. We are not forecasting Doomsday, but we do think it is time to recognize that Intel will never be the force it once was, and probably has not been for a long time.

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Analyst Decoder Ring, Management, Silicon, Stocks

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  • The “Ideal” semis start-up
  • AI Semis – the Have and Have Nots
  • Marketing CPUs in a Multi-Polar World
  • Our Semis Are From the Niagara Falls Area
  • Two Great Tastes That May Not Go Great Together

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