Sectors
Sectors we decode
Technical fluency is not optional. Our analysts read the science, the filings and the market in the same sitting.
Sectors
Sectors we decode
Deep technical fluency where the stakes are highest.
Semiconductors & Electronics
Process nodes, packaging, EDA and the supply chains that decide who can actually ship.
Packaging is the new node
Performance gains increasingly come from how die are assembled rather than how small they are, which moves the competitive contest into a different patent estate entirely.
Capacity is policy
Fab investment, export controls and subsidy regimes now shape availability more than demand does, so sourcing plans need a policy watch attached.
Power electronics is scaling
Wide bandgap materials are moving from premium applications into volume automotive and industrial use, opening supplier and licensing positions.
Decisions we support here
- Which packaging approach to standardise on
- Whether a second foundry relationship is worth the qualification cost
- Where an emerging power device supplier fits in a roadmap
Insights
What we are reading in the evidence right now
A report, a blog and a case study from live work. The reasoning is on the page, not just the conclusion.
Four Fronts, One Race: What's Actually Happening in Battery Technology Right Now
Sodium-ion, silicon anode, solid-state and raw-material policy are all moving at once, on different clocks. Here is what the public record actually shows, and what each front means for a sourcing, technology or market-entry decision.
Read report
The GLP-1 Patent Cliff: What It Takes to Actually Win a Position in the World's Biggest Drug Class
GLP-1 exclusivity is not one patent cliff. It is five, each governed by a different molecule, pathway and jurisdiction. Read molecule by molecule, the way we build it for a client making a real market-entry decision.
Read blog
Drinking Less, Choosing Differently: How GLP-1 Adoption Is Rewiring the Beverage Industry
No beverage company decided to sell less alcohol or fewer full-sugar sodas. A molecule class did that to them. Four fronts of the same behavioural shift, and where the capital is already moving.
Read case studySee Tomorrow. Shape Today.
The next opportunity
won’t wait.
Emerging technologies, competitor moves, shifting markets and changing customer needs are already rearranging your industry. Most organisations read them late, once the advantage has been taken by someone else.
See the shift. Find the opportunity. Move before others do.
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