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China Macro Through the Lens of Semis
WFE Advances, Fabless Struggles
Mar 24
4
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China Macro Through the Lens of Semis
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D2D: Nvidia's Software Moat
New, interesting companies, Arm in cars and more
Mar 18
2
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D2D: Nvidia's Software Moat
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Catatonia in Catalonia: MWC 2024
Carrier capex in the doldrums, Qualcomm in a funk, and much more from a great sow
Mar 3
8
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Catatonia in Catalonia: MWC 2024
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February 2024
Intel Saves Itself; Nvidia Saves Civilization
Also Arm earnings, the Revenge of the CFO and much more
Feb 24
3
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Intel Saves Itself; Nvidia Saves Civilization
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The Bogeyman Needs Some Advice on Buying a Car
We take a look at employee life at Huawei
Feb 19
1
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The Bogeyman Needs Some Advice on Buying a Car
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D2D: The Other AI-pocalypse
Wrestling with our AI zombies, Qualcomm's results and more
Feb 12
3
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D2D: The Other AI-pocalypse
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1
January 2024
D2D: Intel, Ericsson, HPE and More
We also propose combining SWKS and QRVO, then splitting them in two
Jan 29
2
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D2D: Intel, Ericsson, HPE and More
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1
D2D China: China Returns to CES
Huawei is everywhere again, G42 as seen from China and more
Jan 22
10
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D2D China: China Returns to CES
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D2D: The AI Party Has Been Postponed CES 2024
Edge vs. Cloud Inference, XR Resurfaces, Auto Semis and much more
Jan 15
16
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D2D: The AI Party Has Been Postponed CES 2024
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2
December 2023
David vs. Goliath in Semis
We also look at AMD's and Marvell's analyst events and AT&T's very odd deal with Ericsson.
Dec 18, 2023
5
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David vs. Goliath in Semis
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2
Hard Times on the Unemployment Line
Huawei is everywhere again, G42 as seen from China and more
Dec 11, 2023
3
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Hard Times on the Unemployment Line
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D2D: It's Nvidia's data center now
Arm and RISC V sitting in a tree, why isn't Qualcomm in the ASIC services business, AWS' silicon and much more.
Dec 4, 2023
2
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D2D: It's Nvidia's data center now
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