Digits to Dollars

Technology Finance & Strategy with Real World Insight

Main Menu

Skip to content
  • About Us
  • Book
  • Consulting
  • Resources
    • Past Research
      • A Big Market – China’s Smartphone OEMs

Tag Archives: TSMC

Are US Semis too expensive?

May 10, 2022by D/D Advisors 4 Comments

TSMC has world leading semi manufacturing skills, but Morris Chang’s claim of “50% cost advantage” has more to do with currency than hazy notions about the US workforce’s capabilities. Nonetheless, bringing fabs back to the US will be challenging.

Read Article →
Analyst Decoder Ring, Silicon

Intel Selects Option C – All of the Above

March 23, 2021by D/D Advisors 13 Comments

Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.

Read Article →
Apple, Silicon, Strategy

How China’s Semis Complex Invests for Growth

May 29, 2020by D/D Advisors 14 Comments

The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.

Read Article →
China, Components, Qualcomm, Silicon, Strategy, The Valley

How Can (Should) the US Re-Build Its Semis Industry?

May 18, 2020by D/D Advisors 3 Comments

UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]

Read Article →
Management, Qualcomm, Silicon, Strategy, Tin Foil Hat

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

Read Article →
Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

Post navigation

Buy our book!

A Practical Guide to IPOs

Enter your email address to follow this blog and receive notifications of new posts by email.

Recent Posts

  • Who needs a Private Network?
  • Pioneers are the ones with arrows in them
  • Are US Semis too expensive?
  • Semis read through from Amazon’s earnings
  • Networking: The More Things Change…

Analyst Decoder Ring Android Appconomy Apple Autonomous Vehicles blockchain Business Model China Components Enterprise Electronics eSports Google Home Networking iOS IoT IPO M&A Management Mobile OS Mobile Web MWC Networking Qualcomm Silicon Stocks Strategy The Cloud The Street The Valley Wireless

Contact Us:

info@digitstodollars.com
Blog at WordPress.com.
  • Follow Following
    • Digits to Dollars
    • Join 2,921 other followers
    • Already have a WordPress.com account? Log in now.
    • Digits to Dollars
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar