What are Ford, GM, and Stellantis doing in semiconductor tech?

After global chip shortages caused major manufacturing delays, leading auto manufacturers are turning to partnerships to move forward in the semiconductor space.

Research Brief
October 17, 2022

Analyzing Qualcomm’s growth strategy: How the semiconductor giant is building for the metaverse and next-gen digital technologies

We mined Qualcomm's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Research Brief
September 7, 2022

Analyzing Apple’s growth strategy: The business moves hinting at the secretive $2T+ giant’s strategic future

We mined Apple's acquisitions, investments, and partnerships to discern the company's emerging strategic priorities.

Research Brief
July 20, 2022

The metaverse could be tech’s next trillion-dollar opportunity: These are the companies making it a reality

The metaverse is one of the hottest buzzwords in tech, and this far-reaching vision of a next-gen internet will rely upon an entire ecosystem of companies to make it a reality. We cut through the noise to explain what the metaverse is, how it's being built, and who's building it.

Report
April 13, 2022

AMD acquires data center chipmaker Pensando for $1.9B. Pensando competitors include Ampere, Cerebras Systems, Graphcore, Groq, Habana Labs, and TensTorrent.

AMD plans to add Pensando’s distributed services platform to its own CPU, GPU, FPGA, and SoC portfolio. Here are the top-line bullets you need to know.

Research Brief
April 6, 2022

Analyzing Intel’s growth strategy: How the tech giant is expanding to reclaim its title as the world’s largest semiconductor firm

Investment Thesis Map

We mined Intel's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Research Brief
April 5, 2022

60+ companies reshaping the future of semiconductors, chips, and advanced electronics

Market Map

From sensor tech to quantum computing, companies in the semiconductor industry are making the technology more powerful and efficient.

Research Brief
February 10, 2022

Demand For Consumer Electronics And Secure Supply Chains Is Higher Than Ever — Here’s How Semiconductor Companies Are Benefitting

Semiconductor tech funding remained elevated as deal count hit a new high in 2021. Below, we discuss the sector’s market drivers as well as emerging trends and their key implications.

Research Brief
January 31, 2022

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