Our thematic screen ranks companies based on leadership in the 10 themes that matter most to their sector. We identify the top companies to invest in for the future based on how well they are prepared for a world filled with disruptive threats.
In the semiconductors sector, the most disruptive themes include artificial intelligence, and geopolitics, alongside data centers, 5G, Internet of Things, autonomous vehicles, and COVID-19. Semiconductor companies that invest in the right themes will be successful. Those that miss the critical themes are more likely to end up as failures.
GlobalData’s thematic research ecosystem has a proven track record of identifying the important themes early, enabling you to make the right investments ahead of the competition to secure that all-important competitive advantage.