Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Tag Archives: Intel

Many options – none good. Why Apple may not have 5G before 2021

March 22, 2019by D/D Advisors 4 Comments

In our last post we examined the potential for there being no 5G iPhone until 2021. Here, we want to dig into why that may happen and what options Apple […]

Read Article →
Apple, Qualcomm, Silicon, Stocks

NVDA for MLNX – One Less Chair

March 12, 2019by D/D Advisors 2 Comments

The big news in semis yesterday was Nvidia announcing it was going to buy Mellanox for $6.9 billion. This deal has been percolating for a while. (We posted about it […]

Read Article →
M&A, Qualcomm, Silicon

Yeah, Apple is probably building a modem

February 11, 2019by D/D Advisors 4 Comments

A few weeks back, we wrote about what Apple may be doing in the modem space. In that piece we noted that building modems is becoming an increasingly important source […]

Read Article →
Apple, Qualcomm, Silicon, Strategy

Intel for Mellanox?

February 1, 2019by D/D Advisors 1 Comment

There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]

Read Article →
Analyst Decoder Ring, M&A, Silicon, Stocks, The Street

The State of the 5G Baseband

January 23, 2019by D/D Advisors 3 Comments

Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.

Read Article →
Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

Apple is building a San Diego campus. And a modem?

January 17, 2019by D/D Advisors 4 Comments

Last month Apple announced that it was building several new campuses. The media focus was on  what appears to be the company’s major campus in Austin, but we noticed they […]

Read Article →
Apple, Components, Qualcomm, Silicon, Stocks, Wireless

Amazon enters the ARM Server fray

December 7, 2018by D/D Advisors 1 Comment

Last week Amazon announced that they have built their own server-grade CPU. We have not touched on this product here for some very specific reasons, but this is big news, […]

Read Article →
Silicon, Strategy, The Cloud

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

Read Article →
Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

Trouble for Intel in the Data Center?

August 14, 2018by D/D Advisors 2 Comments

Last week we published a piece arguing the not-so-outrageous case for Intel to get acquired by private equity as a forcing function for the drastic cultural change it needs to […]

Read Article →
Silicon, Stocks, The Cloud

A Proposal for Intel – Time to Go Private

July 26, 2018by D/D Advisors 5 Comments

Intel has been in the news lately, largely because of its CEO transition, which gives the impression of a company in turmoil. In truth, the root of Intel’s problems lay […]

Read Article →
Business Model, M&A, Management, Silicon, Strategy, The Street, Wireless

Post navigation

← Previous 1 2 3 4 Next →

Buy our book!

A Practical Guide to IPOs

Enter your email address to follow this blog and receive notifications of new posts by email.

Recent Posts

  • Hardware is Hard
  • SPACs – the Morning After
  • How does Amazon do it?
  • The Joy of SPACs
  • Did Qualcomm Just Buy a Server CPU Company? – No

Analyst Decoder Ring Android Appconomy Apple blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking iOS IoT IPO M&A Management Mobile Ads Mobile OS Mobile Web MWC Networking Qualcomm Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com
Blog at WordPress.com.
Digits to Dollars
Blog at WordPress.com.
Cancel