D2D Cont'd: Game Theory Gone Wild

The Questions We Get Most Frequently about AI

Nov 7

8

1

1

October 2025

D2D China: A Tale of Two Tiers of Cities

We look at the recent positive view of the PRC from US Tech Execs, in contrast to a more mundane reality that often goes overlooked.

Oct 28

2

1

1

D2D Cont'd: Fear or Faith?

Maybe the hyperscalers do have a reason to spend all that capex....

Oct 22

6

3

1

September 2025

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.

Sep 30

3

D2D: Huawei Deep Dive

This week we take a look at Huawei's ambitions in semis, autos and beyond

Sep 17

10

1

1

D2D Cont'd: How Much is Left in the AI Trade?

How long can six companies hold up the entire economy? Maybe a while.

Sep 10

6

1

D2D China: Walking the Tightrope

A look at how the Trade War is playing out in semis from the PRC's viewpoint

Sep 2

7

August 2025

D2D Cont'd: Intel and the Foundry State of Play

A deep dive into Intel and the current state of semiconductor foundries

Aug 21

25

1

2

D2D Cont'd: The Quest for Returns

How much capex is enough?

Aug 11

7

1

3

D2D Cont'd - Earnings is Upon Us

Other than AI, semis momentum is not encouraging

Aug 5

7

1

July 2025

D2D Cont'd - Intel and the Wide Open Barn Doors

Once again, we are questioning Intel's long-term fate

Jul 28

4

1

1

D2D China: PRC SOEs Are Not Known for Their Risk Appetites

Changing directions for China's semis policies, a comprehensive look at AI policy, Nvidia's "compliance ballet", and more

Jul 21

3