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Found 1000+ results in 9ms
Dec 3, 2025
Besi & Hybrid Bonding’s Path to Scale: From Yield Bottlenecks to 2026–2030 Adoption
Former Director of Assembly at Intel
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesNVIDIAAppleSamsung ElectronicsMicron TechnologyIntelSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryNov 17, 2025
TSMC: Customer Switching Costs & Mature-Node Economics
Former VP of Foundry Operations and Technology at Analog Devices
Partner Interview
TSMC•TW•Mega CapIntelAnalog DevicesSamsung SDS Co.,Ltd.NVIDIAAppleUMC, Inc.Switching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryIndustrialsOct 26, 2025
TSMC: Hybrid Bonding & Advanced Packaging Adoption and Bottlenecks
Former Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedNVIDIAAdvanced Micro DevicesASMLSamsung ElectronicsAppleQualcommSK hynixBE Semiconductor IndustriesSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionarySep 10, 2025
Apple, Meta, Google: Smart Glasses Competition
Former Prototype Development Manager at Apple
Partner Interview
Meta•US•Mega CapAppleGoogleMicrosoftSamsung ElectronicsNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyAug 24, 2025
TSMC: Yield, PDK Discipline & Pricing Power
Former Engineer at AMD
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityScale EconomiesNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryAug 20, 2025
The Trade Desk: Ventura Streaming TV OS, OEM Rev-Share & DSP Monetization
Former Product Lead, Ventura CTV OS at The Trade Desk
Partner Interview
The Trade DeskRokuGoogleAmazonAppleVizioThe Trade DeskRokuGoogleAmazonAppleVizioNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryAug 4, 2025
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Former Director of Client Services at The Trade Desk
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuThe Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 30, 2025
TSMC & Semiconductor Manufacturing Moat
Former Senior Sourcing Manager at Apple
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Co., Ltd.AppleNVIDIASamsung ElectronicsIntelASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryJul 28, 2025
The Trade Desk: AI Disruption
Former VP of Digital Media & Entertainment at IDC
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 23, 2025
The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics
Former Director of Product Management at Magnite
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinThe Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 8, 2025
TSMC: Photonics, Packaging, and Chinese Foundry Competition
Former VP at Micron Technology
Partner Interview
Micron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLMicron TechnologyTSMCTaiwan Semiconductor Co., Ltd.Samsung ElectronicsIntelNVIDIAAppleBroadcomASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryJul 3, 2025
Synopsys: AI’s Intelligence Layer & EDA Moat Disruption
Former SVP at Synopsys
Partner Interview
SynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSynopsysCadence Design SystemsNVIDIAAppleGoogleSiemensIntelAdvanced Micro DevicesMetaSamsung ElectronicsTSMCTaiwan Semiconductor Co., Ltd.BroadcomANSYSSwitching CostsProcess PowerBrand EquityNetwork EffectsMission Critical Products & ServicesMarketplaces & PlatformsPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsJul 3, 2025
Capital One & Discover Financial Services: Strategic Migration, Global Acceptance Challenges & Tokenization Innovation
Former VP at Discover Financial Services
Partner Interview
Capital One FinancialDiscover Financial ServicesVisaMastercardAppleCapital One FinancialDiscover Financial ServicesVisaMastercardAppleNetwork EffectsBrand EquitySwitching CostsMarketplaces & PlatformsFinancialsConsumer DiscretionaryInformation TechnologyJun 26, 2025
TSMC: Dominance in Leading-Edge Nodes
Former Senior Sourcing Manager at Apple
Partner Interview
TSMCAppleIntelNVIDIAQualcommSamsung ElectronicsASMLTSMCAppleIntelNVIDIAQualcommSamsung ElectronicsASMLSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryJun 23, 2025
Paymentus: Unlocking Digital Wallet Adoption in Government Utility Payments
Former Sales Director at Paymentus
Partner Interview
PaymentusTyler TechnologiesPayPalAppleGoogleAmazonWestern UnionPaymentusTyler TechnologiesPayPalAppleGoogleAmazonWestern UnionSwitching CostsBrand EquityNetwork EffectsScale EconomiesB2B SoftwareMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerFinancialsInformation TechnologyConsumer DiscretionaryCommunication ServicesJun 13, 2025
Synopsys, Cadence Design Systems: Business Model Defensibility
Former VP of R&D at Cadence Design Systems
Partner Interview
Cadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTSMCMicrosoftGoogleCadence Design SystemsSynopsysANSYSMetaAppleNVIDIAASMLTSMCMicrosoftGoogleNetwork EffectsBrand EquitySwitching CostsProcess PowerMarketplaces & PlatformsMission Critical Products & ServicesPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
May 27, 2025
Bruker, Hemnet, Vista Equity vs CSU, TSMC, Texas Roadhouse, Copart, Zillow, Railroads, Moody's
AgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA GroupAgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA Group
May 27, 2025
The Trade Desk: Bridging the Gap Between Identity Tech and Buyer Readiness
Former Senior VP at Ocean Media
Partner Interview
The Trade DeskNetflixGoogleStackAdaptWalt DisneyParamount GlobalRokuAppleThe Trade DeskNetflixGoogleStackAdaptWalt DisneyParamount GlobalRokuAppleNetwork EffectsCounter PositioningBrand EquitySwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryMay 26, 2025
A TSMC Customer Perspective: Selecting a Foundry Partner
Former VP at Micron Technology
Partner Interview
IntelMicron TechnologyNVIDIAAppleASMLTSMCIntelMicron TechnologyNVIDIAAppleASMLTSMCSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryApr 7, 2025
The Trade Desk: Risks & Relationships with Large Advertisers
Former Director at dentsu Media
Partner Interview
The Trade Desk•US•Large CapGoogleNetflixRokuAppleYahooAdobeStackAdaptAmazonNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyShowing 20 of 1000 results