A deep dive into Intel and the current state of semiconductor foundries| d2d.substack.com
Other than AI, semis momentum is not encouraging| d2d.substack.com
Once again, we are questioning Intel's long-term fate| D2D Newsletter
Changing directions for China's semis policies, a comprehensive look at AI policy, Nvidia's "compliance ballet", and more| D2D Newsletter
The sprawling impact of AI capex, a RISC V update and a look at Semis IP| d2d.substack.com
Maybe, but it's hard to see in the data. So, maybe?| D2D Newsletter
China's response underscores the futility of the US tariffs.| D2D Newsletter
China's response underscores the futility of the US tariffs.| d2d.substack.com
DeepSeek brings renewed confidence, Huawei deepens its auto ecosystem, Samsung signs a patent license with YMTC, and more.| D2D Newsletter
In which we recount our visit to CES, the futility of tariffs, Nvidia’s immense software momentum and a quick look at TSMC’s results.| D2D Newsletter
The best and the worst of the PRC economy was on full display at CES this year.| D2D Newsletter
What will happen when TSMC raises prices to $40,000/wafer? $50,000? And what could stop them?| D2D Newsletter
We launch our PRC fab tracker, digging into the wave of fab capacity already on line and coming soon.| D2D Newsletter
A look at the x86 cross license and what it would mean for an acquisition of Intel, and a look at Arm and Qualcomm results.| D2D Newsletter
Our findings from this year's Mobile World Congress| d2d.substack.com
