Project examples
Generative AI and GPU/ASICs
Size and potential for generative AI for wide market applicability.
- Potential GPU technology evolution
- Impact of CUDA/MKL/open CL/OpenGl on the adoption of AI frameworks
- Relative benefits of fully integrated HW/SW model, owned datacenters, owned ASICS on the cost of inference
- Market comparison of various hardware and software solutions
E.x impact - Nvidia, Intel, AMD, Marvell, Vertiv, Vicor, Open AI, TSMC, MS
Idiopathic changes in supply
since 2020, major components such as rare gases, PGM metals, high quality silica, special purpose services such as coatings have experienced a major change in availability. Understanding these sudden changes is a common project for various clients.
Rapid AI datacenter build ups
2023 has seen a major surge in the AI based server market build up. A common project is to understand the server technology space, with detailed insight into the CPU-GPU attach rates, impact of HBM integration, impact of ARM based GPU CPU integration (such as GH200). A common project is to address these questions systematically to arrive at quantitative and qualitative guidance to the clients.
Diligence for technology firms
Deep supply chain in semiconductors spans specialty substrates (ABF), bulk electronic grade chemicals, specialty electronic chemicals (such as NMP, DMSO), EUV resists, CMP components, mixers, UV exposure tools. These can be very impactful in the future expansion of the industry.
Example companies: Entegris, Brooks automation, NXedge, JSR, Novami
Power electronics and 400G/800G photonics
Specialty power electronics and photonics for datacenters constitutes a major portion of the datacenter build up for AI. Companies such as Vertiv, Vicor, Schnider provide various levels of vertical integration for rapid AI server build up. A common theme for these projects is identifying the long term technical differentiation.,
Photonics and 400G/800G
The advent of silicon based photonics from Intel, CISCO, Juniper is opening the way for co-packaged optics and plethora of applications in datacenter and telecom segments. Typical projects map the new players in the space covering a wide range of markets.
Geopolitical changes to chips
How do evolving geo-politcal landscape impact three core sectors
- semi-conductors
- AI
- Quantum computing
What are the ways to secure growth during these changing technology rules?
In-memory computing
What the leading new architectures for computing?
How are leading players responding to the changes in memory bandwidth needs and incorporating them into X86/Arm and RISC-V?
Electrical testing
Impact to and from major test equipment makers such as AEM, advantest, technoprobe, teradyn, tektronix, fluke
Quantum computing - diligence
What are the methods for quantum computing, sensors and communications ?
Who are the leaders in the space and the leading methods to adopt QC into enterprise?
How does QC impact the security of various communications ?
EUV and WFE tool ecosystem
What is the roadmap for EUV and HNA-EUV?
Who are the likely winners along with ASML?
What ecosystem players are likely to success in the EUV adjacent markets?
Who are players that are expected to succeed independent of technology risks to
Major restructuring
Preparing strategic and tactical planning for formation of new offices and BUs