Archive - D2D Newsletter

D2D China: China Returns to CES

Huawei is everywhere again, G42 as seen from China and more

Jan 22, 2024

D2D China: Not Tariff-ied

China's response underscores the futility of the US tariffs.

Apr 14

D2D: The AI Party Has Been Postponed CES 2024

Edge vs. Cloud Inference, XR Resurfaces, Auto Semis and much more

Jan 15, 2024

Wave of Fabrication

We launch our PRC fab tracker, digging into the wave of fab capacity already on line and coming soon.

Dec 2, 2024

The Real End of Moore's Law

What will happen when TSMC raises prices to $40,000/wafer? $50,000? And what could stop them?

Dec 10, 2024

D2D China: China Tour 2024

We spent the past month visiting companies in Greater China and found things to be pretty good...

Jul 29, 2024

D2D Cont'd - The Response to our Nvidia Call

Good luck with that....

Jun 10

China Macro Through the Lens of Semis

WFE Advances, Fabless Struggles

Mar 24, 2024

D2D China: M&A Floodgates are Opening

China's response underscores the futility of the US tariffs.

Jun 16

D2D: Intel's New Reality

Ten things we hate about Nvidia and Qualcomm's growing developer outreach

Apr 14, 2024

D2D: Chips & Wafers

Plumbing the Datasphere for Semis Insights

Mar 31

D2D China: Normalizing Huawei

How would we evaluate Huawei if it were any other company? Let's do some math.

Oct 28, 2024

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