D2D Newsletter
Digits to DollarsA newsletter about Technology, Business and Strategy
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 8 years ago | Last Issue | 45 hours ago |
| Active | |||||
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d2d.substack.comLatest Issues
D2D China: 省一芯 - One Province, One Chip
CXMT anticipation, PRC AI models FTW!?, and WAIC
In which we survey the changing funding realities for semis companies in and examine the many things happenings at the World AI Conference.
D2D China: The Entity List Is Failing
Hybrid bonding, more semis IPOs and a whole bunch of new semis inputs in shortage
In which we look at open window for PRC semis IPOs and secondary listing in Hong Kong, the growing rivalry among cities and regions to show their semis succe...
D2D China: Are the GPU Sanctions Working?
A look at how PRC companies are coping without access to Nvidia
In which we explore the ways in which PRC AI companies are making the best of constraints, examine the shifting situation for the semiconductor industry’s access to capital, a...
D2D China: Show Don't Tell
A closer look at the PRC's Advanced Semis Packaging Industry
We also examine the happenings around the release of the latest 5-year plan in relations to semis, and a study on how PRC EV’s are so cheap - it’s not subsidies (except when it i...
D2D Cont'd - Where do we go from here?
Late last year, investors seemed to get tired of the AI trade with many AI stocks selling off. More than anything fundamental, we see this largely as a rotation, a dose of caution where people are asking reasonable questions about the bigge...
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