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Tag Archives: Texas Instruments

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 State of the 5G Baseband

January 23, 2019by D/D Advisors 4 Comments

Heading into MWC, Qualcomm looks well positioned for 5G modems, but the industry is moving towards greater vertical integration, with internal chip suppliers. And as always, Apple remains an important wild card.

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Analyst Decoder Ring, Apple, MWC, Qualcomm, Silicon, Strategy, Wireless

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 areĀ both big companies, and their combination puts them squarely into the top five of global chip companies. As I mentionedĀ in […]

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Silicon, Stocks, Strategy

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