Welcome to our Semiconductor Insight Partnership

With our experience in the semiconductor industry… and together with our partners Arete Research, who specialize in market intelligence and equity research for the semiconductor industry, we are introducing a unique offering for the semiconductor industry who would benefit from strategic hardware insights, particularly in areas such as AI hardware, memory trends, foundry outlook, analog, EV autos, semiconductor equipment and general cycle health indicators. If you are involved in buying semiconductors at scale, or are immersed in a strategy or market intelligence role in the industry, we would love to hear from you on this new offering.

ABOUT

Our Partners

Welcome to our partners - Arete is a trusted source of Equity Research to over 250 of the world’s most sophisticated tech investors.

Founded in early 2000 by top ranked equity analysts, Arete is a pioneer in independent equity research following the global technology sector. With one of the largest teams of experienced TMT analysts, Arete covers sectors including Semiconductors, Enterprise Software and Cyber Security, Internet and e-Commerce and Telco, Cable and Media. The semiconductor team, led by Brett Simpson, Jim Fontanelli and Nam Kim, have accumulated around 100 man years of industry experience, with a track record working strategically with the largest tech investors in the world. They are now launching a new market intelligence offering aimed at the semiconductor industry.

Simply click on either of the logos to visit our partner's website

Services

MORE ABOUT OUR PARTNERSHIP

This is Different

While there are many market research providers sizing markets and bottom-up analysis, we see a big gap in the market for providing unique strategic perspectives, which is why our partnership with Arete is so unique.

Arete will deliver a flagship monthly insights report, their most downloaded publication called Real-Time Views, with frequent updates covering

1) the Foundry market,

2) NAND/DRAM memory fundamentals,

3) what is happening in AI hardware,

4) changes in Automotive semis, particularly around EV and SiC developments and

5) Cycle health indicators, with particular focus on changes in supply chain inventory.

Our partnership is only just beginning this summer and we are excited to introduce this new style of research to industry. So for those who would like to know more, please get in touch. We would be delighted to introduce you to this service

Contact

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