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Insights & Analysis
Market briefs, whitepapers, supply chain notes, and strategic analysis on semiconductor and electronics markets written for procurement, strategy, and investment teams.
Featured Analysis
The Two AI Stacks: How Huawei Ascend Became China's NVIDIA, And What That Means for Everyone Else
Jensen Huang said NVIDIA has "largely conceded" the Chinese AI chip market to Huawei. The next question is whether the rest of the world will eventually have to choose which stack to build on.
Featured Analysis
The Trillion-Dollar Inflection: Why 2026 Hyperscaler Capex Is Buying Less, Not More
The semiconductor industry will cross USD 1 trillion in revenue this year. Almost none of that growth is coming from selling more chips. It is coming from selling the same chips for materially more money.
Featured Analysis
The Two AI Stacks: How Huawei Ascend Became China's NVIDIA, And What That Means for Everyone Else
Jensen Huang said NVIDIA has "largely conceded" the Chinese AI chip market to Huawei. The next question is whether the rest of the world will eventually have to choose which stack to build on.
Featured Analysis
The Trillion-Dollar Inflection: Why 2026 Hyperscaler Capex Is Buying Less, Not More
The semiconductor industry will cross USD 1 trillion in revenue this year. Almost none of that growth is coming from selling more chips. It is coming from selling the same chips for materially more money.
Featured Analysis
The Custom Silicon Revolt: Why Every Hyperscaler Is Now Designing Its Own AI Chip
Google's TPU v7, Amazon Trainium 2, Microsoft Maia 2, and Meta MTIA are not science experiments. They are a structural response to NVIDIA's pricing power — and the production volumes are no longer rounding error.