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Mar 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 ElectronicsTSMCSwitching CostsProcess PowerOEMs 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 InnovationAmphenolSwitching CostsProcess PowerOEMs 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 MaterialsKLATeradyneAmphenolSwitching CostsProcess PowerOEMs 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 CapSafranGE AerospaceRolls-RoyceSwitching CostsProcess PowerOEMs 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 MaterialsASMLSwitching CostsProcess PowerOEMs 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 CareJan 29, 2026
Profluent Bio: AI Protein Language Models for Gene Editor Design
Former Head of Business Development at Profluent Bio
Partner Interview
ProfluentDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareJan 26, 2026
FTAI Aviation: Aeroderivative Gas Turbine Competition
Director of Business Development at Toshiba Energy Systems
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergyMTU Aero EnginesStandardAeroGE AerospaceSafranScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsMission Critical Products & ServicesOEMs w/ Installed BaseIndustrialsUtilitiesJan 22, 2026
FTAI Aviation: CFM56 Aeroderivative Engine Services
Former Aero Services Director at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapSiemens EnergyMTU Aero EnginesSafranGE AerospaceStandardAeroGE VernovaScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 20, 2026
Danaher: Cytiva / Pall Strategic Integration
Former Senior Director at Danaher
Partner Interview
Danaher•US•Large CapSartoriusSartorius Stedim BiotechRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareJan 20, 2026
ASM International & Atomic Layer Deposition Competition
Former Director at ASM International
Partner Interview
ASM International•NL•Large CapSK hynixApplied MaterialsLam ResearchTokyo ElectronSamsung ElectronicsASMLKLASwitching CostsProcess PowerOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryJan 19, 2026
FTAI Aeroderivative Engines for Data Centers: Opportunity and Challenges
Former Vice President, Global Services Aeroderivatives at GE Vernova
Partner Interview
FTAI Aviation•US•Large CapGE VernovaSiemens EnergySafranGE AerospaceMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsUtilitiesJan 19, 2026
MTU Aero Engines: GTF vs LEAP & Economies of Scale
Former CEO of MTU Maintenance, MTU Aero Engines
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceSafranRolls-RoyceRTXStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 15, 2026
Honeywell Aerospace: Air and Thermal Systems OE & Aftermarket
Former EVP at Wencor and Honeywell
Jan 13, 2026
MTU Aero Engines: Customer's Perspective on LEAP vs GTF Engines
Maintenance Director of a Large Asian Airline
Partner Interview
MTU Aero Engines•DE•Large CapFTAI AviationGE AerospaceRTXRolls-RoyceSafranStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsJan 13, 2026
NVIDIA: Beyond the Wafer Constraints, Packaging, HBM & Testing
Former Senior Executive at Qualcomm
Partner Interview
NVIDIA•US•Mega CapQualcommTSMCIntelASMLAdvantestTeradyneASESK hynixSamsung ElectronicsBE Semiconductor IndustriesLam ResearchKLAGoogleAmazonSwitching CostsProcess PowerNetwork EffectsScale EconomiesMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesJan 8, 2026
TSMC: Customer Contract Economics, Capacity & Yield
Former Senior Executive at Qualcomm
Partner Interview
TSMC•TW•Mega CapIntelMicron TechnologyNVIDIAASMLSamsung ElectronicsGLOBALFOUNDRIESUMC, Inc.Switching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyConsumer DiscretionaryIndustrials
Company Profile
Jan 6, 2026
Deere & Co: Software Portfolio
IP Company Learning Journey
IP ResearchDeere & Company•US•Large CapAGCOCNH IndustrialBayerMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsHealth CareConsumer Discretionary
Dec 28, 2025
Deere & Company: Culture Drift & Employee Morale
Former Lead Artchitect at John Deere
Partner Interview
Deere & Company•US•Large CapCNH IndustrialAGCOMahindra MahindraScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsConsumer DiscretionaryShowing 20 of 1000 results