Semiconductors & HPC

The industrial AI agents & copilots market map

The industrial AI agents & copilots market map

We map out 60+ companies developing AI agents & copilots for industrial applications, including manufacturing, logistics, semiconductors, defense, and construction.

Dec 23, 2024

Software-defined vehicles are changing how cars are made — automakers will need to become tech companies to keep up with the competition

Software-defined vehicles are changing how cars are made — automakers will need to become tech companies to keep up with the competition

In the era of software-defined vehicles (SDVs), mastering software development and cybersecurity will be as important as mechanical engineering for traditional automakers. We break down key innovations, new business models, and challenges ahead in the SDV landscape.

Nov 14, 2024

The AI data center value chain: 12 high-momentum technologies powering the future of AI

The AI data center value chain: 12 high-momentum technologies powering the future of AI

We explore emerging technologies in energy production, AI computing hardware, support infrastructure, and AI cloud services that data center stakeholders should invest in for growth.

Nov 7, 2024

The semiconductor manufacturing market map

The semiconductor manufacturing market map

From diamond semiconductors to pure-play foundries, we break down the categories of tech companies driving innovation across the semiconductor manufacturing value chain.

Sep 23, 2024

The AI computing hardware market map

The AI computing hardware market map

From neural processing units (NPUs) to quantum computing, we break down the categories of tech companies powering the AI explosion.

Sep 13, 2024

Future of the factory: The emerging technologies defining next-generation manufacturing

Future of the factory: The emerging technologies defining next-generation manufacturing

We explore the evolution of the factory and the technologies propelling it forward, from generative AI-powered humanoid robots to the industrial metaverse.

Aug 6, 2024

Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI

Analyzing Nvidia’s growth strategy: How the chipmaker plans to usher in the next wave of AI

We mined Nvidia's acquisitions, investments, and partnerships since Q2’23 to discern the company's strategic priorities.

Jun 20, 2024

The quantum information market map: The companies working on quantum computing, post-quantum cryptography, and more

The quantum information market map: The companies working on quantum computing, post-quantum cryptography, and more

From commercializing quantum computer applications in industries like finance and healthcare to defending against quantum algorithms with new post-quantum cryptography standards, the quantum information landscape is rapidly becoming more complex. We break down the tech companies defining the quantum future.

May 7, 2024

Quantum computing is a venture bright spot — we break down its recent funding surge in 5 charts

Quantum computing is a venture bright spot — we break down its recent funding surge in 5 charts

Quantum computing is attracting more attention from investors, but the market remains nascent as startups pile in. We break down the quantum computing landscape across funding, deals, headcount growth, and more.

Mar 25, 2024

Analyzing GM’s growth strategy: How the automaker is reimagining its approach to vehicle electrification and automation

Analyzing GM’s growth strategy: How the automaker is reimagining its approach to vehicle electrification and automation

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

Mar 20, 2024

The hardware security market map

The hardware security market map

From passwordless authentication to post-quantum cryptography, we break down the vendors helping enterprises improve the security of their hardware devices.

Feb 20, 2024

Analyzing Bosch’s industrial strategy: How the global supplier is leveraging AI to disrupt manufacturing and job sites

Analyzing Bosch’s industrial strategy: How the global supplier is leveraging AI to disrupt manufacturing and job sites

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

Jan 11, 2024

Is Nvidia the next big health IT vendor? How the chipmaker is building a healthcare AI ecosystem

Is Nvidia the next big health IT vendor? How the chipmaker is building a healthcare AI ecosystem

We mined Nvidia's investments and partnerships to discern the company’s strategic priorities in healthcare.

Jan 5, 2024

Semiconductors in 5 charts: Unpacking the 68% funding surge

Semiconductors in 5 charts: Unpacking the 68% funding surge

We break down the semiconductor landscape across funding trends, top deals, most valuable companies, and more.

Dec 4, 2023

Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more

Analyzing Arm’s growth strategy: How the mobile semiconductor leader is zeroing in on AI, auto, and more

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

Sep 27, 2023

Analyzing AMD’s growth strategy: How the fabless semiconductor giant is accelerating AI & cloud computing

Analyzing AMD’s growth strategy: How the fabless semiconductor giant is accelerating AI & cloud computing

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

Sep 19, 2023

Analyzing Ford’s growth strategy: How the automaker is paving the way to an automated, connected, and electrified future

Analyzing Ford’s growth strategy: How the automaker is paving the way to an automated, connected, and electrified future

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

Jul 20, 2023

Generative AI is driving interest in cloud GPU providers — here’s how the top players compare

Generative AI is driving interest in cloud GPU providers — here’s how the top players compare

Generative AI applications are increasing demand for high-performance computing from cloud GPU providers. We assess the market and identify top players in the space.

Jul 6, 2023

What does Intel’s largest quarterly loss signal for semiconductor startups?

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.

May 10, 2023

What Bosch’s $1.5B bet on silicon carbide semiconductors says about where the automotive market is heading

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.

May 3, 2023

Analyzing Lockheed Martin’s growth strategy: How the aerospace giant is spearheading advances in AI, manufacturing, and defense tech

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.

Apr 17, 2023

Analyzing NVIDIA’s growth strategy: How the semiconductor leader is powering generative AI and the future of computing

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.

Apr 14, 2023

Analyzing Bosch’s automotive strategy: How the tier 1 supplier is paving the way for vehicles of the future

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.

Feb 1, 2023

Analyzing Toyota’s growth strategy: How the auto giant is building the vehicle of the future

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.

Jan 25, 2023

Unbundling Samsung: How the semiconductor industry is being disrupted

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.

Dec 2, 2022

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