What does Intel’s largest quarterly loss signal for semiconductor startups?
Industry leaders like Intel are experiencing major losses due to decreasing chip demand on top of high capital investments, but some areas are still prime for growth.
Semiconductors
What Bosch’s $1.5B bet on silicon carbide semiconductors says about where the automotive market is heading
The rise of electric vehicles is driving demand for high-performance semiconductors. We look at the areas within this space gaining the most momentum.
Analyzing Lockheed Martin’s growth strategy: How the aerospace giant is spearheading advances in AI, manufacturing, and defense tech
We mined Lockheed Martin's acquisitions, investments, and partnerships to discern the company's strategic priorities.
Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing
We mined NVIDIA's acquisitions, investments, and partnerships to discern the company's strategic priorities.
Analyzing Bosch’s automotive strategy: How the tier 1 supplier is paving the way for vehicles of the future
We mined Bosch's acquisitions, investments, and partnerships to discern the company's strategic priorities.
Analyzing Toyota’s growth strategy: How the auto giant is building the vehicle of the future
We mined Toyota's acquisitions, investments, partnerships, and joint ventures to discern the company's strategic priorities.
Unbundling Samsung: How the semiconductor industry is being disrupted
The semiconductor industry has been hit hard by the pandemic-induced chip shortage and the current economic downturn. From integrated circuits to process & manufacturing technologies, here's how Samsung and other companies are staying competitive and moving the industry forward.
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.
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.
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.
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.
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.
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.
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.
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.