Nvidia just had a developer event which highlighted all the partners they have, a vision of the verticalized future of semis. In contrast, Qualcomm’s sales structure does not look like that.| Digits to Dollars
10 posts published by D2D Advisory during March 2024| Digits to Dollars
9 posts published by D2D Advisory during January 2021| Digits to Dollars
The market for AI Edge Inference may not monetize well for the semis vendors.| Digits to Dollars
9 posts published by D2D Advisory during February 2024| Digits to Dollars
Have we reached the high water mark of custom silicon? Probably not, but we can probably see it from here.| Digits to Dollars
We imagine that most readers here are familiar with all the major wireless standards. So familiar that it is boring. We do not write much about wireless standards anymore, beyond […]| Digits to Dollars
In all the focus on the big processors and the “AI race”, we often overlook the far less glamorous business of actually building compute systems. We have explored different parts of tha…| Digits to Dollars
How you view Nvidia's GTC depends a lot on your point of view. Investors were disappointed, the rest of the industry remains somewhere between fear and awe, but as a company they remain in an enviable position.| Digits to Dollars
Nvidia makes a lot of arguments about the strength of their offerings, but many of those arguments remind of us strongly of past technology cycles.| Digits to Dollars
We did some math on the profitability of TSMC’s nodes.| Digits to Dollars
How does Amazon do it? – Amazon seems to have created a new model for building conglomerates| Digits to Dollars
Arm and Qualcomm both reported good numbers, but while Qualcomm did exceptionally well, Arm's numbers left something to be desired.| Digits to Dollars
For the moment, Hyperscaler capex plans remain intact, but the teams building those AI data centers all suddenly have the strangest sense that someone is watching them…| Digits to Dollars
We struggled over the decision to write this piece. On the one hand, Deepseek has gotten everyone’s attention and is definitely important. On the other hand, an awful lot has […]| Digits to Dollars
All the bankers we know are incredibly busy, but they do not have much to show for it. The capital markets are log-jammed and it is not clear what it will take to free them.| Digits to Dollars
This post is an excerpt from our newsletter in which we take a deep look at the shifting trends of the semiconductor industry. If you would like a full copy of the note, please contact us directly.…| Digits to Dollars
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.| Digits to Dollars
Intel has a few options, none of them good.| Digits to Dollars
By our math Intel needs $20 billion to $30 billion to get back on its feet. A big number, but bridgeable. And we do not think the US government should provide that bridge. Intel’s problems ar…| Digits to Dollars
The market will need an alternative to TSMC. Intel is the only viable path to that currently. Splitting up the company risks sinking both sides of the business.| Digits to Dollars
Intel needs to sell a stake to a consortium of outside investors.| Digits to Dollars
Intel 2.0’s Customer Dilemma – If Intel can sort out its manufacturing process, if it can find the funds it needs, if it can build up a true customer service capability, and if can do a…| Digits to Dollars
Does Arm’s latest move, canceling a Qualcomm license, imply that they want to take the very risky step of taking this lawsuit all the way to a jury trial?| Digits to Dollars
The era of general purpose compute is over. This is going to bring about a shake-up in the semiconductor industry.| Digits to Dollars
Intel’s Foundry ambitions will need to overcome considerable customer growing pains. The RISC V community may be a good place for Intel to start, but they still have a long way to go.| Digits to Dollars
Intel reported a good quarter, and went a long way to give new confidence that their manufacturing processes are making real progress. But that just means the company now needs to start demonstrati…| Digits to Dollars
Two decades of under-investment in semis has left US venture firms with little institutional memory for semis investment.| Digits to Dollars
Intel faces three sequential problems: fix manufacturing, start designing competitive products again, and win some customers for IFS. Then they have to keep all that going. Not impossible, just ver…| Digits to Dollars
Buyers want an infinite variety of servers, but no one is willing to pay for infinite designs. The costs of designing servers is a major barrier to entry.| Digits to Dollars
Much of the venture landscape is adrift at sea, with no land in sight.| Digits to Dollars
Everyone has big ambitions for ways in which AI can change their business. Those may come to pass, but it is important to remember the difference between plans and dreams.| Digits to Dollars
We think it is unlikely that Broadcom would buy Intel, but they could. And they will know before any of us how sustainable Intel’s turnaround is.| Digits to Dollars
Nvidia has formidable barriers to entry in its software. CUDA is a big part of that, but even if alternatives to CUDA emerge, the way in which Nvidia is providing software and libraries to so many …| Digits to Dollars
Maybe AGI will emerge, or we will see some other major breakthrough in AI, but focussing too much on those risks overlooking the very real but also very mundane improvements that transformer networ…| Digits to Dollars
