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Tag Archives: RISC V

Five thoughts on SiFive

March 17, 2022by D/D Advisors Leave a comment

RISV V’s leading proponent SiFive has some great momentum, but it also faces many obstacles ahead.

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Components, Roll Your Own, Silicon

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

Plumbing is important

June 16, 2021by D/D Advisors 2 Comments

Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.

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Analyst Decoder Ring, China, Components, M&A, Silicon

Start-up Semis Live

December 2, 2020by D/D Advisors 1 Comment

Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.

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Components, Enterprise Electronics, Networking, Silicon, The Valley

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