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Tag Archives: NXP

What is happening to semis stocks this quarter?

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

AI may wipe out humanity someday, but right now it is doing wonders for semis stocks.

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AI, Qualcomm, Silicon, Stocks, The Street

Battle of the Business Models

April 14, 2023by D/D Advisors Leave a comment

Global Foundries’s future lays in bringing the fabless business model to the analog industry. The transition to 300mm wafers could prove a big catalyst for that.

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Analyst Decoder Ring, Silicon, Strategy

MWC 2021: No News is Just No News

June 30, 2021by D/D Advisors Leave a comment

MWC 2021: No News is Just No News – The major companies have not announced much actual news at this year’s show. Such are the times.

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MWC, Wireless

5 chip companies revisited

July 24, 2020by D/D Advisors 2 Comments

5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.

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Analyst Decoder Ring, Components, M&A, Qualcomm, Stocks, Strategy, The Street

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: Semiconductor Consolidation Cont’d

March 9, 2015by D/D Advisors Leave a comment

One of the biggest pieces of news last week was the sale of Freescale to NXP. Both companies have products targeting mobile, but neither can be considered overly reliant on […]

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Components, M&A, MWC, Silicon

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  • What is happening to semis stocks this quarter?
  • 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

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