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Sector: Technology (TMT)
Semiconductors: The Four Horsemen of AI
Fundamental, Research
In a thematic dated March 28, we highlighted four major...
Read moreChina Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities
Fundamental, Research
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
Read moreCybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry
Fundamental, Research
MSFT is the largest cybersecurity player in the market...
Read more[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids
Policy & Legal, Research
The FTC is proposing to ban Meta Platforms (META) from monetizing data...
Read more[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint
Policy & Legal, Research
Ninth Circuit Court of Appeals’ decision to largely uphold the...
Read more[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI
Policy & Legal, Research
Senate Majority Leader Chuck Schumer (D-NY) announced...
Read moreSemiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Fundamental, Research
As CPUs have undershot the pace of Moore’s Law...
Read moreAlphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe
Policy & Legal, Research
Discovery schedule set in DoJ’s ad tech antitrust case against Google
Read moreAsia Foundries: Widening the Lead Is Easier Than Catching Up
Fundamental, Research
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
Read moreIn the TikTok Kerfuffle, Politics Will Win Out over National Security
Policy & Legal, Research
Policy to win out over national security concerns in TikTok debate...
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