Category: Analyst Decoder Ring
Posted Date:
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Should Intel Split in Two?
Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.
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Analyst Decoder Ring, Autonomous Vehicles, China, Components, Enterprise Electronics, M&A, Qualcomm, Silicon, Stocks, StrategySemis Musical Chairs – AMD for XLNX
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by…
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What is happening to the supply chain?
What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but…
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Money for (Almost) Nothing
Money for (Almost) Nothing – Many start-ups are sitting on valuable data. We think there is an opportunity for companies, such as Accounting Software makers to earn a healthy side income monetizing…
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Financial models – This is the Way
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a…
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Why settle for 1,000 chip companies when you can have 10,000?
Why settle for 1,000 chip companies when you can have 10,000? – The overwhelming majority of these companies will fade away, but a few will end up mattering a lot.
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Analyst Decoder Ring, China, Components, Enterprise Electronics, Home Networking, Networking, Qualcomm, Silicon, Stocks, Strategy, WirelessWho benefits from Huawei’s predicament?
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
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What will happen to Huawei?
What will happen to Huawei? Huawei now has very few options, and no good ones, for obtaining most of its key components.
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Quest for Fire
Quest for Fire – It is natural for companies to seek to acquire new technologies and IP, but in China, the State has taken an ever heavier hand in making this an…
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Analyst Decoder Ring, Apple, China, Components, Enterprise Electronics, Management, Qualcomm, Stocks, Strategy, The StreetTrouble at Intel
Trouble at Intel – Intel’s delay of 7nm chips is a near-term financial problem, a boon to its data center competitor, a geopolitical problem and not least a major identity crisis for…
