- Counterpoint Research: "Foundry Node Migration to Shape Smartphone SoC Zero-sum Game" https://www.counterpointresearch.com/foundry-node-migration-shape-smartphone-soc-zero-sum-game/ 5 comments technology
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- Taiwan Drought May Worsen Global Component Shortage https://www.counterpointresearch.com/taiwan-drought-may-worsen-global-component-shortage/ 325 comments
- Foundry Strategy & Chipsets Supply Shaping Smartphone SoC Competitive Dynamics in 2021 https://www.counterpointresearch.com/foundry-supply-constraints-competition/ 3 comments
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