GlobalData
GlobalData

Strategic Intelligence

ASML’s outlook for 2023 is constrained by China export bans as the US holds the nuclear button, says GlobalData

Ahead of ASML’s release of its full-year 2022 results next week; Josep Bori, Research Director on theThematic Intelligence team at GlobalData, a leadig data and analytics company, offers his view: “ASML investors will be paying particular attention to the ongoing US-China trade dispute in 2023, as the company will continue to be constrained by the […]
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2023 predictions: Zero-trust cybersecurity strategy with simplicity and risk reduction at the heart is mandatory to reduce exponential cyber attacks in 2023, says GlobalData

Following the release of a survey by the World Economic Forum today (18 January) showing that businesses feel a catastrophic cyberattack is likely in the next two years; Analysts at GlobalData, a leading data and analytics company, offer their views of what 2023 holds for cybersecurity. David Bicknell, Principal Analyst, Thematic Intelligence at GlobalData, comments: […]
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China’s demographic crisis will exacerbate economic strain and weaken its geopolitical power, says GlobalData

Following the news that China’s population has declined for the first time since 1961; Francesca Gregory, Thematic Analyst at GlobalData, offers her view: “According to GlobalData’s latest report, ‘Demographics – Thematic Intelligence’, China will suffer from a shrinking working-age cohort by 2035, increasing the strain on the world’s second largest economy. The country has been suffering […]
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China, South Korea, and India driving innovation in medical robotics in APAC, says GlobalData

Increased focus on medical robotic development across Asia-Pacific (APAC), mainly driven by China, South Korea, and India, will fuel innovation in the region over the next five years, says GlobalData, a leading data and analytics company. GlobalData’s latest report, ‘Robotics in Healthcare’, reveals that APAC has the highest patenting activity for robotics in healthcare globally. […]
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Microsoft’s $10 billion OpenAI investment is a potential threat to Google’s search engine leadership, says GlobalData

Microsoft’s $10 billion OpenAI investment will help Bing revolutionize search algorithms and potentially dethrone Google as market leader, according to GlobalData. The leading data and analytics company notes that this investment could give Microsoft a first-mover advantage in search engines, with the artificial intelligence (AI) powered conversational capabilities potentially challenging Google’s current leadership in the market.Shri Charan […]
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Lithium triangle will benefit from the global race to secure lithium supply following Russia-Ukraine conflict, says GlobalData

Despite supply chain struggles, 2023 will see an influx of deals and investments around mining companies extracting core battery raw materials including lithium, nickel and cobalt, finds GlobalData. According to the leading data and analytics company, the stress on the global core battery materials supply chain as a result of the global lithium shortage, the […]
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Ransomware attackers are setting the agenda in cybersecurity, so companies must up their game on cyber awareness, says GlobalData

Following the news that Royal Mail has been hit by a ransomware attack; David Bicknell, Principal Analyst in the Thematic Intelligence team at GlobalData, a leading data and analytics company, offers his view on how companies can improve their cybersecurity measures: “This attack is a sharp reminder that no company is immune from attack. The […]
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TSMC must balance geographic diversification and geopolitical relevance for long-term survival, says GlobalData

Following the news that TSMC reported solid Q4 2022 results; Josep Bori, Thematic Research Director at GlobalData, offers his view: “TSMC’s Q4 2022 results are solid despite a significant deceleration in December, but ultimately the investment case hinges on the delicate balancing act between geographic diversification and geopolitical relevance. It is always possible to have […]
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ESG, geopolitics, artificial intelligence amongst make-or-break themes for 2023, predicts GlobalData

GlobalData’s Thematic Intelligence team will be hosting the technology, media, and telecom (TMT) Predictions 2023 webinar on Thursday, 19 January 2023 for EMEA and North America, and Friday, 20 January 2023 for APAC. The webinar will analyze several trends impacting the tech, media, and telecom (TMT) sector in 2023, including: Environmental, social, and governance (ESG) Geopolitical […]
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Robots will be the oil and gas industry’s growth engine, says GlobalData

The single major advantage of robotics is automation, which drives other improvements in efficiency, productivity, and safety. Automation enables extensive inspection and maintenance tasks to be conducted while feeding back data to help limit operational costs and improve efficiency. Advances in modular and customizable robots is expected to result in growing deployment of robotics in […]
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ChatGPT’s inaccuracies mean it won’t be taking anyone’s job just yet, but its tailored answers could challenge search engines, says GlobalData

Following the release of ChatGPT, a chatbot created by OpenAI that uses generative AI to respond to people’s queries. It prompted concerns that it could have capabilities which would put jobs at risk, replacing copywriters, journalists, those in customer service or programmers. Sarah Coop, Analyst at GlobalData, a leading data and analytics company, offers her […]
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TSMC’s second US fabrication facility de-risks both the semiconductor supply chain and the Taiwan situation, says GlobalData

TSMC’s plans for a second fabrication facility in Arizona to develop 3-nanometer chips will have a significant impact, not only because it re-disks the chip shortage situation in Taiwan, but also due to the catalyst effect it will have on the US’s advanced manufacturing capabilities, says GlobalData, a leading data and analytics company. GlobalData’s report, […]
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Healthcare industry turns to robotics to assist with increased patient demand and staff shortages, says GlobalData

Larger patient populations, staff shortages and aging populations are driving the digital transformation of the healthcare industry and robotics are becoming a vital commodity for addressing these challenges, says GlobalData, a leading data and analytics company. Healthcare providers will compensate for staff and skills shortages with robots GlobalData’s latest report, ‘Robotics in Healthcare 2022 – […]
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Robots in construction can help maintain productivity at a time when fewer people are pursuing a career in the industry, says GlobalData

The construction industry’s lack of digitalization and new technologies mean that companies will struggle to fulfil projects as younger people choose to pursue a career in other industries, says GlobalData. The leading data and analytics company notes that by adopting robotics technology at scale across the industry, companies can attract younger workers and maintain or […]
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