2 reports

Most companies are impacted by multiple themes, many of which conflict with one another.

  • Computer Storage
  • Consumer Electronics
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • Microsemi Corporation

IN AI, FOR EXAMPLE, AMAZON AND GOOGLE ARE STRONG IN THE CONSUMER SECTOR BECAUSE THEY HAVE COLLECTED CONSUMER DATA FOR YEARS.

  • Consumer Electronics
  • Data Center
  • ICT
  • Alibaba Group
  • Microsemi Corporation