Research Archive

September 22, 2023 / Ben Bajarin

Amazon Event Announcement Recap and Insights

Amazon held its fall devices event and launched a number of new products that showcased their commitment to the consumer devices category. Below are our thoughts on what stood out and a summary of the main device announcements. What Significant In our view, the main push is the continued investment in FireTV.  We believe Amazon…

September 21, 2023 / Ben Bajarin

Intel’s Ambitions to Lead in Advanced Packaging

– Overview of Intel Packaging Solutions
– Intel Announces Glass Substrates
– Details on Glass Substrates and Intel’s Ambition to Lead
– Why It’s Significant

September 13, 2023 / Ben Bajarin / Carolina Milanesi

Apple Fall Wonderlust Event Report

Apple held its annual iPhone event on September 13th, 2023, to announce the new iPhone 15 lineup, Apple Watch Series 9, and Apple Watch Ultra 2. This report provides an overview of the key announcements and new products revealed at the event, as well as analyst insights on what was significant from the event. Sustainablity…

September 7, 2023 / Max Weinbach

Research Report: WWDC 2023

Apple’s Worldwide Developers Conference (WWDC) is an annual event that brings together developers from around the world to learn about the latest innovations in Apple’s software platform. The event is typically held in June, and it usually features a keynote address by Apple CEO Tim Cook, as well as a number of other sessions and…

September 5, 2023 / Ben Bajarin

The Gate-All-Around (GAA) Revolution in Chip Design

This research report analyzes the upcoming transition from FinFET to gate-all-around (GAA) transistor architecture and the significant implications for semiconductor manufacturing equipment and processes. Key findings include: – GAA represents the biggest change in logic chip design since the introduction of 3D FinFET transistors in 2010. – GAA transistors overcome limitations of FinFETs by providing…

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