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Tag Archives: The Channel

Disties and the Hard Road Ahead

February 16, 2022by D/D Advisors Leave a comment

The semis industry is more than just big companies selling chips to big companies. There is a wide network of distributors and value-added re-sellers in the middle, and the supply chain disruption has been pretty good to them.

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Components, Enterprise Electronics, Silicon

CES 2020 Overview

January 13, 2020by D/D Advisors Leave a comment

We published our latest newsletter today with our thoughts on CES 2020. The excerpt below is the front page of that note. Please drop us a line if you would […]

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AR & VR, Autonomous Vehicles, Components, Home Networking, IoT, Wireless

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  • Semis Top Five
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  • Consider Yourselves Warned – China Autos
  • Shenzhen Wasn’t Built in a Day
  • How Soft is that Hardware?

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