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Tag Archives: Softbank

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

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

Nvidia for Arm – the view from China

September 25, 2020by D/D Advisors 1 Comment

Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.

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China, Components, M&A, Qualcomm, Silicon, Stocks

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