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Thematic Analysis
NewCybersecurity – Thematic Intelligence
The cybersecurity industry faces a challenge that is anything but business as usual. The prospect of offensive attacks using artificial intelligence (AI) is prompting increases in cybersecurity budgets as organizations try to understand the impact of generative AI on their security. Hacking groups will likely use large language models (LLMs) trained on malware to target their attacks more effectively. AI is already used for threat detection, and its greater adoption will help offset attacks. However, learning how to counter AI-led...
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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
NewInnovation 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...
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Thematic Analysis
NewDigital Twins – Thematic Intelligence
Digital Twins Thematic Report Overview Digital twins are digital representations of physical assets, systems, people, or processes. They help in detecting, preventing, predicting, and optimizing the physical environment using artificial intelligence (AI), real-time analytics, visualization, and simulation tools. Digital twins can provide short and long-term efficiency and productivity gains by dynamically integrating data and information about an asset, part, process, or system’s lifecycle. They are a data resource that can improve asset design, understand an existing asset’s condition, verify the...
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Thematic Analysis
Cloud Computing – Thematic Intelligence
Cloud Computing Thematic Report Overview The cloud services sector competes to provide the best artificial intelligence (AI) platforms and services, partly catalyzed by the emergence of generative AI. AI is now central to the cloud services market, from developing custom chips and supporting workloads and providing the models and tools necessary to develop AI-enabled solutions. The Cloud Computing  thematic intelligence report provides an overview of the cloud computing theme. It identifies the key trends impacting the growth of the theme...
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Thematic Analysis
Frictionless Commerce – Thematic Intelligence
Frictionless Commerce Thematic Report Overview At present, consumers demand instant gratification, and frictionless commerce aims to provide it. Frictionless commerce was pioneered by Amazon. It uses technology to identify the shopper, recognize their chosen objects, and bill them after they leave the store. The Frictionless Commerce thematic intelligence report provides an overview of the current landscape, as well as key players making a mark within it. The report provides an industry-specific analysis based on GlobalData databases and surveys, along with...