Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a chunk of their capital spending goes toward high-tech machinery and other specialized tools provided by Applied Materials, ASML, Lam Research, and many others.
Fundamental Thinking
Rise of the Machines (For Real This Time)
Companies have tried to build and sell humanoid robots for decades but are now figuring out how to do it profitably.
Solving AI’s Energy Dilemma
Can tech companies pursue the growth opportunity of generative artificial intelligence and still meet their climate goals?
How Microsoft Became the Business World’s Portal to Generative AI
After missing out on the smartphone era, the company made its software indispensable to the workplace. Now, as businesses look to the new era of artificial intelligence, the Microsoft 365 and Microsoft Azure platforms may be a chosen gateway.
From Moroccan Ports to Indonesian EVs, High-Quality Growth Turns Up in Furthest Reaches of Markets
Here are five companies in frontier emerging markets that are prospering as regulatory reform and industrial and technological development alter the trajectory of economic growth in their respective countries.
Hydrogen’s Future Is Finally Looking Green
With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle that long stood in the way of green hydrogen production is being knocked down. Several industries stand to benefit.
It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem
As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit.
Modeling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Super Cycles: This Time It Might Be for Wheel
E-bikes, the latest mobility craze for aging Baby Boomers, may have enough juice to help one venerable component maker engineer a breakaway.
Third Law: How a Pair of Chip Companies Came to Hold the Keys to Everything
Much of modern digital society now rests on advanced silicon chips made by just two manufacturers—and there is no road back.
The Pot Thickens: Online Gambling Comes of Age
With the pandemic accelerating internet wagering’s spread around the world, a handful of seasoned global players vie with new regulation and competition to take their game to the next level.
The First Time in Memory: Have Durable Profits Finally Arrived in IT’s Most Volatile Segment?
After decades of 70% growth spurts, vicious price wars, and a major price-fixing scandal, memory chips show signs of behaving, dare we say, almost like a stable business.
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