AMD acquires data center chipmaker Pensando for $1.9B. Pensando competitors include Ampere, Cerebras Systems, Graphcore, Groq, Habana Labs, and TensTorrent.

AMD plans to add Pensando’s distributed services platform to its own CPU, GPU, FPGA, and SoC portfolio. Here are the top-line bullets you need to know.

Research Brief
April 6, 2022

Analyzing Intel’s growth strategy: How the tech giant is expanding to reclaim its title as the world’s largest semiconductor firm

Investment Thesis Map

We mined Intel's acquisitions, investments, and partnerships to discern the company's strategic priorities.

Research Brief
April 5, 2022

60+ companies reshaping the future of semiconductors, chips, and advanced electronics

Market Map

From sensor tech to quantum computing, companies in the semiconductor industry are making the technology more powerful and efficient.

Research Brief
February 10, 2022

Demand For Consumer Electronics And Secure Supply Chains Is Higher Than Ever — Here’s How Semiconductor Companies Are Benefitting

Semiconductor tech funding remained elevated as deal count hit a new high in 2021. Below, we discuss the sector’s market drivers as well as emerging trends and their key implications.

Research Brief
January 31, 2022

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