In Part-I of this series of articles, we discussed how the Insulin delivery system is an Oligopoly between Medtronic, Tandem, and Insulet. In Part II of this series, we discussed the TAM and growth opportunities for the Insulin delivery systems segment. Insulin delivery...
The FTC has a critical enforcement weapon it can use to block acquisitions and pressure merging parties to abandon deals the regulators dislike — administrative adjudication. These are lengthy trials conducted before the agency in its own court, not in federal court. This...
In Part-I of this series of articles, we discussed how the US Insulin delivery systems market is an Oligopoly between Tandem, Medtronic & Insulet. In this article, we will discuss the Insulin delivery system’s total addressable market (TAM) and some factors which could...
The US Insulin delivery system space is dominated by three players Tandem, Insulet, and Medtronic. DexCom and a few other companies provide Continuous Glucose Monitoring (CGM) devices used by Insulin delivery systems. In this article, we will discuss this niche and many times...
In Part-I, Part-II & Part-III of this series of articles, we discussed Triopoly in EDA Market, EDA TAM & Risks in the segment respectively. In this article, we will discuss how Chip Designers are using AI tools and the huge impact of this...
In Part-I of this series of EDA articles, we discussed how the EDA market is a Triopoly between CDNS, SNPS & Siemens EDA (Mentor Graphics). In Part-II of this series, we discussed the TAM and growth opportunities for the EDA segment. In this...
We have heard a lot of criticism from economists about how other central banks around the world are slow in increasing interest rates and that they should follow the US Federal Reserve to stabilize their respective currencies and control inflation. The simple answer...
In Part-I of this series of articles, we discussed how the EDA market is a Triopoly between CDNS, SNPS & Siemens EDA (Mentor Graphics). In this article, we will discuss EDA’s total addressable market (TAM) and some factors which could grow TAM beyond...
The semiconductor space is dominated by names such as Nvidia, AMD, Intel, TSMC, Samsung, QCOM, etc. In this article, we will discuss a niche and many times overlooked part of the semiconductor value chain, i.e Chip Design Software tools, primarily the Electronic Design...
Revenues: EL’s Asia Pacific (China is the bulk of it) Revenues have grown at a CAGR of 14% over the last three years (ending June 22) in spite of it being flat in TTM due to covid lockdowns in China. Pre-pandemic they were...