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Semiconductors: The Four Horsemen of AI

Semiconductors: The Four Horsemen of AI

Fundamental, Research
In a thematic dated March 28, we highlighted four major...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities

China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities

Fundamental, Research
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry

Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry

Fundamental, Research
MSFT is the largest cybersecurity player in the market...
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[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids

Policy, Research
The FTC is proposing to ban Meta Platforms (META) from monetizing data...
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[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint

Policy, Research
Ninth Circuit Court of Appeals’ decision to largely uphold the...
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[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI

Policy, Research
Senate Majority Leader Chuck Schumer (D-NY) announced...
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Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Semiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators

Fundamental, Research
As CPUs have undershot the pace of Moore’s Law...
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Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe

Legal, Research
Discovery schedule set in DoJ’s ad tech antitrust case against Google
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Asia Foundries: Widening the Lead Is Easier Than Catching Up

Asia Foundries: Widening the Lead Is Easier Than Catching Up

Fundamental, Research
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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In the TikTok Kerfuffle, Politics Will Win Out over National Security

In the TikTok Kerfuffle, Politics Will Win Out over National Security

Policy, Research
Policy to win out over national security concerns in TikTok debate...
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