-
Thematic Analysis
NewHigh-Performance Computing – Thematic Intelligence
High-Performance Computing Thematic Intelligence Report Overview High-performance computing (HPC) is the use of supercomputers and parallel processing techniques to solve complex computational problems. HPC started as an array of independent monolithic systems and evolved into clusters that can run on hundreds of thousands of processors. The Internet of Things has created a data explosion. As the volume of IoT data increases, so does the amount of data that needs to be processed and stored, driving organizations globally to use high-performance...
-
Thematic Analysis
NewSupply Chain Disruption – Thematic Intelligence
Supply Chain Disruptions Thematic Report Overview A supply chain comprises organizations' activities and processes to manufacture and deliver goods and services to consumers. Supply chain disruption occurs when these processes are compromised. In the aftermath of the pandemic, many companies have reverted to a just-in-case strategy as high interest rates make it more expensive for companies to carry large inventories. Recent global challenges, including the US-China trade war and the Ukraine conflict, alongside the growing impact of climate change, will...
-
Thematic Analysis
NewNext-Generation Chips – Thematic Intelligence
Reasons to buy the ‘Next-Generation Chips’ thematic intelligence report: Get a comprehensive overview of the next-generation chips theme and its impact on the semiconductor supply chain. Gain valuable insights into the semiconductor value chain as well as identify four trend-setting companies. Analyze the top three tech trends impacting next-generation chips: AI accelerators, neural networks, and chiplet architectures. Evaluate the key challenges in the chip manufacturing industry, including high demand, market monopoly, energy consumption, skills shortage, and tech nationalism. Interpret the...
-
Analyst Opinions
NewBeyond Bytes – Data Center Evolution for Peak Performance
Beyond Bytes – Data Center Evolution for Peak Performance Report Overview The data center and hosting services market size was valued at $107 billion in 2023. The data center services market growth will be driven by the emergence of Generative AI (genAI). Furthermore, a surge in digital content and rapid cloud adoption are a few of the other drivers that will propel the data center services market to register a CAGR of more than 12% from 2023-2027. Data Center and...
-
Thematic Analysis
NewCybersecurity – Thematic Intelligence
Reasons to buy the ‘Cybersecurity’ thematic intelligence report: Get a comprehensive overview of the cybersecurity theme. Gain insights into the cybersecurity theme and the impact it will have on the tech, media, and telecom (TMT) industry globally. Examine the competitive landscape within the cybersecurity theme. Identify the technology, macroeconomic, and regulatory trends that will shape the cybersecurity theme. How is our ‘Cybersecurity’ report unique from other reports in the market? Identify the likely winners and losers of regulatory action on...
-
Thematic Analysis
NewSemiconductors Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba,...
-
Thematic Analysis
Quantum Computing in Aerospace, Defense and Security – Thematic Intelligence
Quantum Computing in Aerospace and Defense Thematic Report Overview Quantum computing aims to use the counterintuitive behavior of sub-atomic particles to spawn computers of mind-boggling power. Quantum computers can simulate large, uncertain, complicated systems in seconds, including the weather, financial markets, chemical reactions, molecules, and neurons in the human brain. In the aerospace and defense industry quantum capabilities are theorized to have applications in sensing, communications, computing, navigation, and electronic warfare, with the unique properties of quantum mechanics enhancing situational...
-
Innovation Ranking
Innovation Ranking – Infineon Technologies AG
Infineon Technologies AG (Infineon) is a provider of semiconductor solutions. The company, through its subsidiaries, designs, develops, manufactures, and markets application-specific ICs, automotive system ICs, diodes, evaluation boards, electrostatic discharge protection and electromagnetic interference protection products. It offers micro controllers, radio frequency and wireless controls, security ICs, smart card ICs, sensors, interfaces, and transistor products. The company’s products are used in automotive, industrial power control, power management, consumer electronics, computing and data storage, switches and routers, sensing solutions and security...