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Tag Archives: Nvidia

Semis Top Five

February 3, 2023by D/D Advisors Leave a comment

We think there will be a few more legs of semis consolidation. So we compiled a list of 5 semis companies who we think will survive:
1. ADI & TI
2. QCOM
3. NVDA
4. Some chip company from China
5. The smoldering remains of Intel, probably owned by others.

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Apple, Google, Qualcomm, Roll Your Own, Silicon

Has Nvidia won the market for AI Training?

November 8, 2022by D/D Advisors Leave a comment

It seems very likely that most AI Training will be run on Nvidia GPUs. The software environments for training are too numerous and changing rapidly, which favors the soft, warm familiarity of CUDA over speculative gains offered by new entrants.

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Enterprise Electronics, Silicon

How the Mighty Have Fallen

October 27, 2022by D/D Advisors 2 Comments

This downturn in semis is different from past cycles in that each segment seems to be taking a beating at different times. This cycle is serial, not parallel, and we probably need to see all of that play out before the sector starts to recover.

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Components, Stocks, The Street

Chips as a Service?

October 20, 2022by D/D Advisors 2 Comments

Lots of people think chip companies should build “services” businesses to capture more value. The list of companies that have accomplished this is very close to zero.

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Multiverse, Roll Your Own, Silicon, Strategy, The Cloud

Qualcomm Auto Day – Uniquely Unique

September 23, 2022by D/D Advisors Leave a comment

Qualcomm’s Auto event – painted a compelling strategic picture for their future in the segment, and then provided answers to a lot of the practical questions too. They look very well positioned for autos of today.

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Autonomous Vehicles, Qualcomm
lawyers looking at divorce paper

Arm v. Qualcomm

September 1, 2022by D/D Advisors Leave a comment

While Arm may be able to beat Qualcomm in court, their lawsuit risks creating a really challenging marketing message, especially at a time when the threat of RISC V looms ever larger. Maybe they win the legal battle, but lose the marketing war.

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Qualcomm, Silicon, Strategy

The Changing Face of Compute

August 1, 2022by D/D Advisors 6 Comments

A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.

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Autonomous Vehicles, Enterprise Electronics, Qualcomm, Roll Your Own, Strategy, The Cloud, The Edge

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

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.

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Analyst Decoder Ring, M&A, Qualcomm, Strategy, Wireless

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

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  • Semis Top Five
  • The Sixth Sense – We See Data
  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

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