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Tag Archives: Tencent

China Chip Update – Tencent and Innosilicon

November 18, 2021by D/D Advisors Leave a comment

Two Chinese companies – Tencent and Innosilicon – launched chips this month that look to be important steps forward for China’s semis efforts.

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China, Components, Roll Your Own, Silicon

Intel 2.0’s customer dilemma

March 26, 2021by D/D Advisors 24 Comments

Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do all this in under three years, then IFS may be viable.

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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Google, Management, Qualcomm, Silicon, Stocks, Strategy

Could? Should? Would? – Mobile OS

March 23, 2021by D/D Advisors Leave a comment

Could? Should? Would? – In which we totally make up a scenario in which mobile operating systems get better.

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China, Components, Google, iOS, Mobile OS, Mobile Web, Qualcomm, Silicon, Strategy

A Look at Roblox’s User Data

December 8, 2020by D/D Advisors Leave a comment

A Look at Roblox’s User Data – Roblox has done a great job of growing its user base and providing content for older users, it also appears to have immense potential to expand geographically and to improve monetization

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Analyst Decoder Ring, Gaming, IPO

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