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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...
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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
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...
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Thematic Analysis
NewCybersecurity – Thematic Intelligence
Cybersecurity Thematic Intelligence Report Overview The prospect of offensive attacks using artificial intelligence (AI) is prompting an increase in cybersecurity budgets as organizations try to understand the impact of generative AI on their security. Both start-ups and maturing cyber companies will be on the radar of larger cybersecurity companies looking for products and talent. Moreover, cybersecurity M&A will be a strong focus during 2024 as a small group of private equity players are buying up numerous cybersecurity companies. Buy the...
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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
NewQuantum 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...
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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...