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Synopsys, Ansys, and Chiplets: Backend EDA and Interface IP Demand

Partner Interview

Synopsys•US•Large CapCadence Design SystemsNVIDIAIntelArmInternational Business MachinesANSYSSwitching CostsProcess PowerB2B SoftwareMission Critical Products & ServicesInformation Technology

Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation

Partner Interview

Google•US•Mega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerB2B SoftwareInformation TechnologyCommunication ServicesConsumer Discretionary

Cellebrite: Pathfinder Product Origins

Cellebrite DI•IL•Small CapNuixInternational Business MachinesThoma BravoMagnet ForensicsPalantirInformation Technology

TSMC: Yield, PDK Discipline & Pricing Power

Partner Interview

TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsProcess PowerBrand EquityNetwork EffectsScale EconomiesMission Critical Products & ServicesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksOEMs w/ Installed BaseInformation TechnologyConsumer Discretionary

KX: Data Processing Efficiency

Partner Interview

KX•US•Small CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsEnergyInformation TechnologyConsumer DiscretionaryCommunication Services

KX: Growth Challenges Beyond Financial Services

Partner Interview

KX•US•Small CapGoogleMicrosoftAmazonInternational Business MachinesNetwork EffectsSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesEnergyInformation TechnologyConsumer Discretionary

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