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Tag Archives: Intel

A Quick Overview of AMD

July 6, 2022by D/D Advisors Leave a comment

AMD is a good proxy for the rest of the semis industry – beset by cyclical challenges but also increasingly well-positioned for the changing shape of the industry.

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Qualcomm, Roll Your Own, Silicon, Stocks

Benchmarking Arm in the Data Center

April 21, 2022by D/D Advisors Leave a comment

Software company Red Panda did an in-depth analysis of Graviton’s Arm-based server CPU, and demonstrates that Arm is starting to look very strong in the data center.

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Analyst Decoder Ring, Components, Enterprise Electronics, Roll Your Own, Silicon

Wave of Computation

March 24, 2022by D/D Advisors Leave a comment

Nvidia’s Analyst Day demonstrated the company is now the leading force in the data center. They have risen to this crest on the back of some incredible execution, and their rise shows the very powerful wave washing through the market for compute semis。

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Analyst Decoder Ring, Roll Your Own, Silicon, The Cloud

What is Intel Fighting to Achieve?

February 23, 2022by D/D Advisors 1 Comment

Intel’s new direction appears to be as much tactical as strategic, propping up the business long enough to support a better valuation for a future split.

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Analyst Decoder Ring, Components, Silicon, Stocks

My Enemy’s Enemy Will Still Eat My Lunch

February 18, 2022by D/D Advisors 8 Comments

We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, Silicon

What is going on at Intel?

February 8, 2022by D/D Advisors 3 Comments

Intel has embarked on a major overhaul. So far, they are saying the right things, but it will be some time before we see clear signals that they can turn things around.

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Analyst Decoder Ring, Management, Silicon

New Amazon Chips

December 7, 2021by D/D Advisors Leave a comment

AWS announced updates to two of its chips last week. And while we wonder why they didn’t announce more, their new chips demonstrate just how serious they are about rolling their own silicon (and how big Intel’s problems are).

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Enterprise Electronics, Roll Your Own, Silicon

Will Auto Companies Roll Their Own Chips?

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

Before we get to autonomous vehicles, there is going to be a big market for a special-purpose automotive processors (APU?). That chip is going to look a lot like a mobile app processor, and Qualcomm may be the best positioned to capture the opportunity.

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Autonomous Vehicles, Components, Qualcomm, Roll Your Own, Silicon, Wireless

FUD, Channel, Software and Prices

October 14, 2021by D/D Advisors Leave a comment

FUD, Channel, Software and Prices – Intel looks to be reaching the end of its competitive response playbook – cutting prices on their flagship products is not a good look for the company/

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Analyst Decoder Ring, Components, Enterprise Electronics, Silicon

Global Foundries IPO!!!

October 8, 2021by D/D Advisors 1 Comment

Global Foundries IPO!!! – While GF’s financials make for some tough reading (negative gross margins?!?), they are generating cash and are definitely doing something right to attract $19 billion of customer commitments.

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IPO, Silicon, Stocks

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