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Thematic Analysis
NewNext-Generation Chips – Thematic Intelligence
Next-Generation Chips Thematic Report Overview Next-generation chips represent the next frontier of semiconductor technology, incorporating advancements in design, materials, manufacturing process, performance, and packaging. Next-generation chips are paramount to the digital transformation heralded by growth in AI tools. They are also required for the development of autonomous vehicles and quantum computing. The semiconductor industry faces several imminent challenges. These include a compounding skills shortage, rapidly growing energy demands, the escalating US-China trade war, and disconcerting concentrations of power in a...
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Analyst Opinions
AI Compute – How Chips Drive Next Industrial Leap
AI Chips Trend Analysis Report Overview GlobalData's "AI Compute: How Chips Drive Next Industrial Leap," innovation radar report explores the transformative impact of semiconductor chip innovations, particularly AI chips, across various industries such as healthcare, telecom, and energy & utilities. The report illuminates how advanced chips are enhancing computational power, enabling improved analytics, and driving automation. By reshaping industrial processes, these technologies are boosting efficiency and fostering innovation. The “AI Compute” report provides strategic insights to help businesses capitalize on...
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Thematic Analysis
NewCloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner...
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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,...
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Thematic Analysis
NewArtificial Intelligence – Executive Briefing (Third Edition) – Thematic Intelligence
Artificial Intelligence (AI) Thematic Report Overview The AI market is forecast to grow at a CAGR of more than 38% between 2023 and 2030. The recent success of OpenAI’s ChatGPT has influenced most of the tech giants to realign their AI priorities. While some of them have been already working on the underlying technology i.e., generative AI (GenAI), they are now rushing for an edge in the new AI era with a flurry of initiatives. The competitive landscape is evolving...
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Company Insights
NewBlock – Competitor Profile
Block (formerly Square) is a US-based payment services provider that was launched in 2009. Effective from December 10, 2021, Square changed its legal name to Block. However, the company continues to offer its merchant services under the Square brand name, enabling businesses to accept payments through methods including debit and credit cards issued by all major scheme providers, as well as NFC-based solutions such as Google Pay and Apple Pay. For offline payments, the company offers an array of traditional...
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Thematic Analysis
NewCybersecurity in Automotive – Thematic Intelligence
This report explains the Cybersecurity landscape across the automotive sector. It includes case studies, alternative datasets, value chains, sector scorecards, and an impact assessment. This report is useful to those wishing to understand how cybersecurity can be used across enterprise and consumer uses. We are entering the Code War era, where every digital device, no matter how small, can be weaponized through its unique code. Cybersecurity in vehicles has to be extensive, defending both the frontend and backend of vehicle...
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Sector Analysis
NewUnited Kingdom (UK) Easter Market Analysis, Trends, Consumer Attitudes and Buying Dynamics, 2024 Update
United Kingdom (UK) Easter Market Report Overview The proportion of consumers agreeing that they did more Easter activities this year versus last year waned in 2024, as consumers opted for other activities during the long weekend. However, among those consumers with children, participation remained high, with over 62% of consumers with their youngest child being between 0-4 years of age agreeing that they did more Easter-related activities this year. As a result, retailers promoted various activities to encourage participation in...
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Product Insights
Micron Technology – Boise Memory Chip Manufacturing Plant – Idaho
The Micron Technology – Boise Memory Chip Manufacturing Plant – Idaho project involves the construction of a semiconductor manufacturing facility in the US. Equip yourself with the essential tools needed to make informed and profitable decisions with our Micron Technology – Boise Memory Chip Manufacturing Plant – Idaho report. Note: This is an on-demand report that will be delivered upon request. The report will be delivered within 2 to 3 business days of the purchase, excluding weekends and holidays. Certain...