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Tag Archives: x86

My Enemy’s Enemy Will Still Eat My Lunch

February 18, 2022by D/D Advisors 8 Comments

We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, IoT, Qualcomm, Roll Your Own, Silicon

Arm for sale?

July 16, 2020by D/D Advisors 2 Comments

Arm for sale? Arm could probably benefit from new owners, but faces some big strategic challenges that need to be addressed soon.

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Analyst Decoder Ring, China, Components, Qualcomm, Silicon, Strategy

Mac on ARM – a few thoughts from the trenches

June 16, 2020by D/D Advisors 2 Comments

A lot of smart people are saying that Apple is going to announce its own CPUs at their upcoming WWDC Developer Conference. Having spent many years working to build support […]

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Appconomy, Apple, China, Enterprise Electronics, Silicon

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