Overview
The semiconductor sector is on the cusp of a new period of growth, fuelled by advances in AI, quantum computing, 5G and specialised applications. Although integrated circuit (IC) sales have been on a downcycle, this appears to be ending, and the global semiconductor sector is likely to start recovering in 2024. There are several semiconductor businesses, each with a distinct function in the ecosystem, supporting the growth of the sector. They include materials suppliers; equipment (lithography, deposition, etch) manufacturers; foundries (semiconductor manufacturers); integrated device manufacturers (IDMs); chip designers; and assembly, testing, marking and packaging (ATMP) companies.
We help businesses stay ahead of the curve through our strategic research offerings. Our pool of industry experts help organisations of all sizes achieve their strategic goals. We provide services at different stages of the lifecycle, including strategy research, corporate finance and M&A, and sales and marketing services.
A range of stakeholders across the semiconductor market have benefited from our flexible, scalable and bespoke research services.
Who we serve
- Equipment (lithography, deposition, etch) manufacturers
- Foundries (semiconductor manufacturers)
- Fabless companies
- Integrated device manufacturers
- Chip designers
- Assembly, testing, marking and packaging companies
Support We Offer
Corporate development
Process improvement and optimisation
Technology evolution/emerging trends and related opportunities
Strategic partnership identification/tech collaboration
Market intelligence
Global/regional technology market studies – market size, growth, trends, drivers and challenges
Segment opportunity/attractiveness analysis
Emerging technology trends analysis
Regulatory and policy impact analysis
Competitor/partner updates
Key events and news tracking
Competitor intelligence and benchmarking
Company profiles/account intelligence
Detailed strategy assessment – product, sales and marketing, R&D, M&A, partnerships
Peer benchmarking – offerings, operational and financial (revenue, margins and ratio analysis)
Competitor tracking
Competitor briefs and updates
Key executive movements/monitoring
Corporate finance and M&A
Financial statement analysis/benchmarking
M&A opportunity assessment
Target screening and identification
Due diligence support
Synergy analysis
Valuation support
Investment thesis
Divestiture support – identifying and preparing assets for sale, value maximisation
Marketing and sales support
Thought-leadership support (blogs/insight papers)
Media monitoring (competitors and markets)
Technology newsletters
Executive briefings and presentations
DTP services – design, re-creation and formatting
Customer Testimonials
Thanks for your recent help on our foundry related project. Your contributions are greatly appreciated.
Leading semiconductor foundry
Head, Corporate Development
Have greatly appreciated fast and reliable support. I expect to increase requests for work in 2024. Thank you!
Global chip manufacturer
SVP, M&A
How we are different
Strong domain expertise
Comprehensive understanding of the semiconductor sector
Long history of supporting firms
Proficiency in combining and synthesising information
International delivery support centres
Flexible engagement model