A global research and advisory firm bridging engineering reality and market perception. We provide deep-tech intelligence on the semiconductor industry and AI.
Explore Our ResearchFrom architectural bottlenecks to supply chain resilience, we visualize the physics of the market.
We look past the earnings call slides. Our team analyzes silicon IP, architectural advantages, and manufacturing capabilities utilizing proprietary data models.
Consulting for institutional investors and tech firms navigating the AI hardware landscape. We identify bottlenecks using quantitative network analysis.