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Found 17 results in 5ms
Found 17 results in 5ms
Dec 16, 2025
Thryv: SMB SaaS Pivot & Keap-Led Replatforming
Former Director of Product Marketing at Thryv
Partner Interview
Thryv•US•Small CapMicrosoftSamsung ElectronicsHubSpotStripeGoogleMetaSwitching CostsNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation TechnologyConsumer DiscretionaryDec 16, 2025
BE Semiconductor: Adoption Timing and Constraints
Former Executive at BE Semiconductor
Partner Interview
BE Semiconductor Industries•NL•Large CapASMLTSMCSamsung ElectronicsKLAApplied MaterialsNXP SemiconductorsASM International NVSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryDec 15, 2025
BE Semiconductor: Mainstream vs Hybrid Bonding Growth Drivers
Former Commercial Executive at BE Semiconductor
Partner Interview
BE Semiconductor Industries•NL•Large CapTSMCSamsung ElectronicsASMLASM International NVNXP SemiconductorsKLAApplied MaterialsSwitching CostsProcess PowerMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryDec 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 DiscretionaryOct 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 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 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 ServicesIndustrialsJun 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 DiscretionaryMay 9, 2025
The Trade Desk, Amazon & CTV Industry: Market Fragmentation Through Walled Garden Model
Former Senior Director at FreeWheel
Partner Interview
The Trade DeskSamsung ElectronicsRokuWalt DisneyNetflixGoogleAmazonThe Trade DeskSamsung ElectronicsRokuWalt DisneyNetflixGoogleAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryMar 10, 2025
ASML: Supply Chain Resilience & Supplier Agreements
Former Executive at ASML
Partner Interview
ASML•NL•Mega CapSamsung ElectronicsNVIDIAAppleSK hynixNikonCanonIntelTSMCBE Semiconductor IndustriesSwitching CostsProcess PowerBrand EquityMission Critical Products & ServicesMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryFeb 21, 2025
Daktronics and the Display Boards Market: Sales, Pricing Strategy & Replacement Cycle
Former Project Manager at Daktronics
Partner Interview
Daktronics•US•Small CapWJHWAnthony James PartnersMitsubishi CorporationSamsung ElectronicsInformation TechnologyIndustrialsConsumer DiscretionaryDec 15, 2024
Technoprobe: Semiconductor Probe Card Testing Equipment
Former Manufacturing Operations Executive at Technoprobe
Jul 23, 2024
Midwich Group: History of Professional AV Technology
Former CEO at Starin Marketing
Partner Interview
Midwich Group•GB•Small CapBoseAvidSamsung ElectronicsInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 14, 2023
Tesla Energy Business Model
Former Sr. Project Development Manager - Megapack, Solar and Microgrids - Tesla
Partner Interview
Tesla•US•Mega CapPG&EGreentech RenewablesBayWaGreen Mountain PowerContemporary Amperex TechnologySpanLGGeneracSonnenFranklinWHEnphase EnergySouthern California Gas Company PFD SER A 6%Rivian AutomotiveStemElectrify AmericaSamsung ElectronicsFluence EnergyBrand EquityProcess PowerUtilitiesIndustrialsMaterialsConsumer DiscretionaryFinancialsInformation TechnologyEnergyYou've reached the end