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Found 1000+ results in 8ms
Apr 5, 2026
Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 4, 2026
Markel: UK National Markets vs London Market Structure
Former Managing Director, Markel UK
Apr 1, 2026
SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 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 & ServicesIndustrials
Weekly update
Mar 26, 2026
Weekly Update: Markel Insurance, Lam Research, Adyen & Agentic Commerce
MarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogleMarkelAdyenOnto InnovationSAPVisaASMLKLAMastercardGoogle
Mar 20, 2026
Restaurant Brands International: Burger King Turnaround, Franchisee Health & Unit Economics
Vice President of Operations, Restaurant Brands International / Burger King
Partner Interview
Restaurant Brands International•CA•Large CapMcDonaldsYum! BrandsThe WendysDominos PizzaProcess PowerBrand EquityFranchisorsConsumer DiscretionaryMar 20, 2026
Embraer: E2 Fleet Strategy & US Regional Market Dynamics
Former Sales Director at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingProcess PowerIndustrialsMar 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 17, 2026
Markel: Integrating Alterra and Potential Challenges of Decentralized Underwriting
Former Managing Director at Markel
Mar 17, 2026
Onto Innovation: Packaging Inspection Growth & HBM Ramp
Former Vice President at Onto
Partner Interview
Onto Innovation•US•Large CapLam ResearchApplied MaterialsKLATeradyneProcess PowerSwitching CostsMission Critical Products & ServicesInformation TechnologyMar 16, 2026
MPS vs ADI vs TI: Power Management Competition & DrMOS Pricing Pressure
Former Managing Director at Maxim Integrated, Analog Devices
Partner Interview
Monolithic Power Systems•US•Large CapAnalog DevicesTexas InstrumentsNVIDIAProcess PowerSwitching CostsMission Critical Products & ServicesInformation TechnologyMar 12, 2026
Markel: Underwriting Culture & Insurance Reorganisation
Former Global Executive Underwriting Officer at Markel
Mar 11, 2026
AI Memory History & Demand: NAND vs DRAM for Long Context Inference
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron Technology•US•Mega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation TechnologyMar 11, 2026
Embraer KC-390: Competing with the C-130 on Cost & Multi-Mission Capability
Former Vice President Business Development and Sales at Embraer
Partner Interview
Embraer•BR•Large CapAirbusThe BoeingBombardierGulfstream AerospaceProcess PowerIndustrialsMar 11, 2026
NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets
Former Executive at NIO
Partner Interview
NIO•CN•Large CapTeslaStellantisVolkswagenBYDProcess PowerBrand EquityConsumer DiscretionaryMar 10, 2026
Saint-Gobain Omniseal: Polyimide Manufacturing, Market Dynamics & Competing with DuPont
Former Global Manufacturing Leader at Omniseal
Partner Interview
Saint-Gobain•FR•Large CapGoodwinE. I. du Pont de Nemours and CompanyProcess PowerMission Critical Products & ServicesIndustrialsMaterialsShowing 20 of 1000 results