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Apr 10, 2026

SK Hynix & NAND: Capex Triggers, Tool Selection & Vendor Lock-In

Former VP Supply Chain & Procurement, SK Hynix
Partner Interview
SK hynixKRMega CapASMLLam ResearchApplied MaterialsKLATeradyneOnto InnovationTSMCON SemiconductorProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation Technology
Apr 2, 2026

Infineon vs Texas Instruments: Automotive Radar Chip Architecture & Market Dynamics

Former Head of Advanced Automotive Systems at Infineon Technologies
Partner Interview
InfineonDELarge CapON SemiconductorTexas InstrumentsRenesas ElectronicsSwitching CostsInformation Technology
Mar 27, 2026

ON Semiconductor: Power Semiconductor Margins, Process IP & Manufacturing Economics

Former Senior Vice President at ON Semiconductor
Partner Interview
ON SemiconductorUSLarge CapInfineonWolfspeedNXP SemiconductorsTexas InstrumentsSTMicroelectronicsSwitching CostsInformation Technology
Mar 20, 2026

ON Semiconductor: Hassane's Automotive Pivot & Portfolio Rationalization

Former Director at Synopsys
Partner Interview
ON SemiconductorUSLarge CapSynopsysCadence Design SystemsSwitching CostsB2B SoftwareInformation Technology
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Apr 10, 2024

Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate

RightmoveGBMid CapAppFolioEquipmentShareON SemiconductorCopartTrupanionCardlyticsClarivateLidlTexas InstrumentsAnalog DevicesUnited Parks & ResortsSix Flags Entertainment
Apr 8, 2024

Analog Devices & Texas Instruments: Semiconductor Market Dynamics

Former Senior Manager at Analog Devices
Partner Interview
Texas InstrumentsUSLarge CapAnalog DevicesSTMicroelectronicsON SemiconductorTSMCSwitching CostsProcess PowerMission Critical Products & ServicesInformation Technology

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