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Tag Archives: Intel

Should Intel Split in Two? Probably Not

October 21, 2015by D/D Advisors Leave a comment

Monday’s post on Intel’s work to win Apple business generated a lot of traffic and Tweets. One follower on Twitter keeps coming at me with good questions. So Frog Man (@accretivegrowth), whoever […]

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Business Model, Components, Qualcomm, Silicon, Strategy

Intel has 1,000 people working on a chip for iPhone? Of course they do

October 19, 2015by D/D Advisors 11 Comments

Late last week Venture Beat reported that “Intel has 1,000 people working on chips for the iPhone.” This prompted a bunch of inbound e-mails and a Twitter conversation. After a […]

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Apple, Business Model, Components, iOS, Qualcomm, Silicon

The 5 Chip Companies Who Will Buy All the Others

May 29, 2015by D/D Advisors 12 Comments

Yesterday, Avago announced it was going to acquire Broadcom. These are both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentioned in […]

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Silicon, Stocks, Strategy

MWC: A Radical, Crazy Suggestion for Mobile – Intel + Qualcomm

March 9, 2015by D/D Advisors 2 Comments

One of the clearest trends over the past few years has been Qualcomm’s dominance of the LTE modem market. I have written about it a bit in the past, and […]

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Components, MWC, Silicon

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