D2D Newsletter
@d2d.skystack.xyz
A newsletter about Technology, Business and Strategy
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This is an automated Substack Account of https://d2d.substack.com
Discover more/Create at: @skystack.xyz
D2D China: What is the US Trying to Achieve? • Does the US have a strategy for addressing the PRC's rising semiconductor industry?
D2D China: What is the US Trying to Achieve?
Does the US have a strategy for addressing the PRC's rising semiconductor industry?
d2d.substack.com
December 22, 2025 at 1:03 PM
D2D China: What is the US Trying to Achieve? • Does the US have a strategy for addressing the PRC's rising semiconductor industry?
D2D Cont'd: Jensen Math Meets GAAP Accounting • Nvidia faces growing competition. To address this, the company has been leaning on a variety of mechanisms to adapt.
D2D Cont'd: Jensen Math Meets GAAP Accounting
Nvidia faces growing competition. To address this, the company has been leaning on a variety of mechanisms to adapt.
d2d.substack.com
December 2, 2025 at 1:05 PM
D2D Cont'd: Jensen Math Meets GAAP Accounting • Nvidia faces growing competition. To address this, the company has been leaning on a variety of mechanisms to adapt.
D2D Cont'd: Game Theory Gone Wild • The Questions We Get Most Frequently about AI
D2D Cont'd: Game Theory Gone Wild
The Questions We Get Most Frequently about AI
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd: Game Theory Gone Wild • The Questions We Get Most Frequently about AI
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.
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.
d2d.substack.com
November 20, 2025 at 3:32 PM
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.
D2D Cont'd: Fear or Faith? • Maybe the hyperscalers do have a reason to spend all that capex....
D2D Cont'd: Fear or Faith?
Maybe the hyperscalers do have a reason to spend all that capex....
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd: Fear or Faith? • Maybe the hyperscalers do have a reason to spend all that capex....
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 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.substack.com
November 20, 2025 at 3:32 PM
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: Huawei Deep Dive • This week we take a look at Huawei's ambitions in semis, autos and beyond
D2D: Huawei Deep Dive
This week we take a look at Huawei's ambitions in semis, autos and beyond
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D: Huawei Deep Dive • This week we take a look at Huawei's ambitions in semis, autos and beyond
D2D Cont'd: How Much is Left in the AI Trade? • How long can six companies hold up the entire economy? Maybe a while.
D2D Cont'd: How Much is Left in the AI Trade?
How long can six companies hold up the entire economy? Maybe a while.
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd: How Much is Left in the AI Trade? • How long can six companies hold up the entire economy? Maybe a while.
D2D China: Walking the Tightrope • A look at how the Trade War is playing out in semis from the PRC's viewpoint
D2D China: Walking the Tightrope
A look at how the Trade War is playing out in semis from the PRC's viewpoint
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D China: Walking the Tightrope • A look at how the Trade War is playing out in semis from the PRC's viewpoint
D2D Cont'd: Intel and the Foundry State of Play • A deep dive into Intel and the current state of semiconductor foundries
D2D Cont'd: Intel and the Foundry State of Play
A deep dive into Intel and the current state of semiconductor foundries
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd: Intel and the Foundry State of Play • A deep dive into Intel and the current state of semiconductor foundries
D2D Cont'd: The Quest for Returns • How much capex is enough?
D2D Cont'd: The Quest for Returns
How much capex is enough?
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd: The Quest for Returns • How much capex is enough?
D2D Cont'd - Earnings is Upon Us • Other than AI, semis momentum is not encouraging
D2D Cont'd - Earnings is Upon Us
Other than AI, semis momentum is not encouraging
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd - Earnings is Upon Us • Other than AI, semis momentum is not encouraging
D2D Cont'd - Intel and the Wide Open Barn Doors • Once again, we are questioning Intel's long-term fate
D2D Cont'd - Intel and the Wide Open Barn Doors
Once again, we are questioning Intel's long-term fate
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd - Intel and the Wide Open Barn Doors • Once again, we are questioning Intel's long-term fate
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
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
d2d.substack.com
November 20, 2025 at 3:32 PM
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
D2D Cont'd - Everything is an AI Trade • The sprawling impact of AI capex, a RISC V update and a look at Semis IP
D2D Cont'd - Everything is an AI Trade
The sprawling impact of AI capex, a RISC V update and a look at Semis IP
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd - Everything is an AI Trade • The sprawling impact of AI capex, a RISC V update and a look at Semis IP
D2D Cont'd - Is the analog cycle turning? • Maybe, but it's hard to see in the data. So, maybe?
D2D Cont'd - Is the analog cycle turning?
Maybe, but it's hard to see in the data. So, maybe?
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd - Is the analog cycle turning? • Maybe, but it's hard to see in the data. So, maybe?
D2D China: M&A Floodgates are Opening • PRC Semis consolidation is picking up steam; Huawei raising money and its server supply chain, Xiaomi doubles down on semis, TP Link retreats from semis, and more.
D2D China: M&A Floodgates are Opening
PRC Semis consolidation is picking up steam; Huawei raising money and its server supply chain, Xiaomi doubles down on semis, TP Link retreats from semis, and more.
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D China: M&A Floodgates are Opening • PRC Semis consolidation is picking up steam; Huawei raising money and its server supply chain, Xiaomi doubles down on semis, TP Link retreats from semis, and more.
D2D Cont'd - The Response to our Nvidia Call • Good luck with that....
D2D Cont'd - The Response to our Nvidia Call
Good luck with that....
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd - The Response to our Nvidia Call • Good luck with that....
D2D Cont'd • A New Home for Our Work
D2D Cont'd
A New Home for Our Work
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D Cont'd • A New Home for Our Work
D2D China: Not Tariff-ied • China's response underscores the futility of the US tariffs.
D2D China: Not Tariff-ied
China's response underscores the futility of the US tariffs.
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D China: Not Tariff-ied • China's response underscores the futility of the US tariffs.
D2D: Chips & Wafers • Plumbing the Datasphere for Semis Insights
D2D: Chips & Wafers
Plumbing the Datasphere for Semis Insights
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D: Chips & Wafers • Plumbing the Datasphere for Semis Insights
D2D: Adéu Barcelona • Our findings from this year's Mobile World Congress
D2D: Adéu Barcelona
Our findings from this year's Mobile World Congress
d2d.substack.com
November 20, 2025 at 3:32 PM
D2D: Adéu Barcelona • Our findings from this year's Mobile World Congress