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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 & Legal, 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 & Legal, 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 & Legal, 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

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