D2D Cont'd: Is M&A Coming for Semis?
This week we review data center market share and then look at how the M&A landscape for semis is shaping up.| D2D Newsletter
This week we review data center market share and then look at how the M&A landscape for semis is shaping up.| D2D Newsletter
This week we take a look at Huawei's ambitions in semis, autos and beyond| d2d.substack.com
How long can six companies hold up the entire economy? Maybe a while.| D2D Newsletter
A look at how the Trade War is playing out in semis from the PRC's viewpoint| d2d.substack.com
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
Our findings from this year's Mobile World Congress| d2d.substack.com
