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Synopsys, Ansys, and Chiplets: Backend EDA and Interface IP Demand
Jan 22, 2026
Partner Interview
Synopsys•US•Large CapCadence Design SystemsNVIDIAIntelArmInternational Business MachinesANSYSSwitching CostsB2B SoftwareJan 22, 2026
Azure, AWS, GCP: AI, Capacity, & Cloud Budget Allocation
Nov 15, 2025
Partner Interview
Google•US•Mega CapMicrosoftAmazonInternational Business MachinesOracleSwitching CostsPhysical Infra & NetworksNov 15, 2025
Cellebrite: Pathfinder Product Origins
Oct 29, 2025
Oct 29, 2025
TSMC: Yield, PDK Discipline & Pricing Power
Aug 24, 2025
Partner Interview
TSMC•TW•Mega CapTaiwan Semiconductor Manufacturing Company LimitedAdvanced Micro DevicesSamsung ElectronicsAppleAmazonInternational Business MachinesIntelNVIDIAMicrosoftQualcommASMLSwitching CostsMission Critical Products & ServicesAug 24, 2025
KX: Data Processing Efficiency
Mar 25, 2025
Partner Interview
KX•US•Small CapDatabricksSnowflakeAmazonMicrosoftInternational Business MachinesGoogleSwitching CostsPhysical Infra & NetworksMar 25, 2025
KX: Growth Challenges Beyond Financial Services
Mar 7, 2025
Partner Interview
KX•US•Small CapGoogleMicrosoftAmazonInternational Business MachinesNetwork EffectsPhysical Infra & NetworksMar 7, 2025
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