Explore our full content library.
Found 1000+ results in 11ms
Found 1000+ results in 11ms
Apr 10, 2026
SK Hynix & NAND: Capex Triggers, Tool Selection & Vendor Lock-In
Former VP Supply Chain & Procurement, SK Hynix
Partner Interview
SK hynix•KR•Mega CapASMLLam ResearchApplied MaterialsKLATeradyneOnto InnovationTSMCON SemiconductorProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyApr 9, 2026
Pratt & Whitney GTF Recovery: Airbus Allocation vs MRO Demand
Program Manager, GTF Recovery at RTX
Partner Interview
RTX•US•Mega CapGeneral ElectricSafranAirbusThe BoeingProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsApr 1, 2026
KLA Corporation: Service Contract Economics & Multi-Year Revenue Stability
Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapLam ResearchApplied MaterialsASMLOnto InnovationProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyMar 30, 2026
KLA Corporation: Process Control Intensity & Technology Inflections
Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapASMLLam ResearchApplied MaterialsOnto InnovationProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyMar 30, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Former Chief Financial Officer at GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 27, 2026
bioMérieux vs Cepheid: Point of Care Molecular Testing Competition
Former Chief Medical Officer, bioMérieux
Partner Interview
bioMrieux•FR•Large CapRocheBio-Rad LaboratoriesDanaherAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Weekly update
Mar 26, 2026
Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce
MarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogleMarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogle
Mar 19, 2026
Rolls-Royce: Trent EASA & FAA Engine Certification Process & Supplier Selection
Former Chief Engineer at Rolls-Royce
Mar 18, 2026
Lam Research: AI Super Cycle Durability & Memory vs Logic Timing
Former Senior Vice President at Lam Research
Partner Interview
Lam Research•US•Mega CapASMLApplied MaterialsKLATeradyneOnto InnovationTokyo ElectronProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyMar 16, 2026
Deere & Company: Dealership Store Operations & Service Alerts
Current Regional Operations Manager at Tellus Equipment
Mar 9, 2026
KLA vs Applied Materials: Optical Inspection Competition & Architecture
Former General Manager at KLA
Partner Interview
KLA•US•Mega CapApplied MaterialsLam ResearchASMLNVIDIATSMCProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyMar 6, 2026
Honeywell Aerospace: Aftermarket Pricing Strategy & MSA Economics
Former CFO, Americas at Honeywell Aerospace International Inc.
Mar 4, 2026
ASML & TSMC: Lithography Tool Ordering Process & Lead Time Management
Former Senior Executive at ASML
Partner Interview
ASML•NL•Mega CapTSMCNVIDIAIntelSamsung ElectronicsSK hynixSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyConsumer DiscretionaryMar 1, 2026
ASML: EUV Technology Evolution & China's 2035 Manufacturing Timeline
Former Senior Executive at ASML
Partner Interview
ASML•NL•Mega CapLam ResearchApplied MaterialsKLANVIDIASK hynixSamsung ElectronicsTSMCProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryFeb 25, 2026
Lam Research: Memory vs Logic Growth Drivers and Cycle Duration
Former Senior Technical Director at Lam Research
Partner Interview
Lam Research•US•Mega CapASMLApplied MaterialsKLATeradyneOnto InnovationAmphenolProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyFeb 18, 2026
Onto vs KLA: Process Control Intensity in Advanced Packaging
Former Vice President at Onto
Partner Interview
Onto Innovation•US•Large CapASMLLam ResearchApplied MaterialsKLATeradyneAmphenolProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyFeb 17, 2026
GKN Aerospace: RRSP Economics, GTF Cash Flow & Path to £600m
Former Chief Financial Officer at GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsFeb 16, 2026
CooperVision vs Alcon vs J&J: Private Label Strategy & Market Share
Category Manager at EssilorLuxottica
Partner Interview
The Cooper Companies•US•Large CapAlconJohnson & JohnsonScale EconomiesOEMs w/ Installed BaseHealth CareFeb 16, 2026
ASM International: ALD Market Share Loss & Intrepid EPI Tool Challenges
Former Director of ASM International NV
Partner Interview
ASM International•NL•Large CapLam ResearchApplied MaterialsASMLProcess PowerSwitching CostsOEMs w/ Installed BaseInformation TechnologyFeb 12, 2026
Lonza vs WuXi Biologics: BIOSECURE Act & U.S. Manufacturing Strategy
Former Senior Business Development Executive at Lonza
Partner Interview
Lonza Group•CH•Large CapCharles River Laboratories InternationalWuXi BiologicsCatalentThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareShowing 20 of 1000 results