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An Intangible Return
The companies that create the most value in the tech hardware supply chain are innovation machines. Their managers excel at deploying...
Aug 5, 20234 min read


The Tech Hardware Reshuffle
In late May, China retaliated at the long string of US trade restrictions by banning Micron's memory chips from critical domestic...
Jun 1, 20237 min read


Can SiC Hop a Ride on EV Growth?
The demand for electrification is a bright spot in the tech hardware industry during the current downcycle. Soaring electric vehicle (EV)...
Mar 31, 20237 min read
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