New at Red Chalk Blog
A collection of stories about our industries, capabilities, research, and the evolution of our firm.
As sensing / location technologies have matured and the agricultural industry seeks to drive higher yields / efficiencies in light of increasing input costs, a range of technology suppliers have emerged providing data collection, automated ...
Within the broader PropTech industry, property management systems (PMS) have continually evolved to enhance building operations. Initially focused on basic operations (e.g., booking, invoicing), PMS now offers cloud and mobile-based solutions ...
As Semiconductor-based processing reaches physical limits of transistor density on Silicon wafers, calling into question Moore’s Law, the next frontier for processing power / performance growth is required to address significant demand for ...
Energy consumption from data centers in the U.S. is projected to grow nearly 4x by 2030, potentially accounting for 9% of all U.S. power consumed, driven by increasing use of AI applications (e.g., generative AI, autonomous AI), led by ...
EV Investment by Auto OEMs: OEMs have invested or signaled future investment in electric vehicle (EV) manufacturing capabilities and capacity. These investments are critical to support strategic goals outlined by OEMs, who are targeting 50-100% ...
The cement and concrete industry is responsible for approximately 7% of global emissions, releasing over 2 gigatons of CO2 annually. To address the stringent targets set by governments worldwide to achieve net-zero emissions, both established ...
Recent M&A activity across the global access control market suggests a trend to pursue commercial applications, supported by moves focused on software-focused M&A (e.g., facial recognition technology) to bolster access platforms, and ...
Cybersecurity has become increasingly critical as organizations grapple with a rapidly evolving threat landscape, intensified by advances in artificial intelligence, which is both augmenting defensive capabilities and enabling more ...
Sports and media across content assets, Live Sports represent a "powerhouse" across the media and entertainment ecosystem -- supported by consistent viewership, underlying asset values (i.e., leagues and teams), and fragmentation of other media ...
Membrane technologies have emerged as a significant development in material science, advancing from basic experiments in the early 1900’s to sophisticated applications today. Initially developed for laboratory use, these technologies have ...
Long Duration Energy Storage (LDES) technologies, spanning from widely established pumped hydro to new, innovative chemical and mechanical systems, are essential for integrating renewable energy and enhancing grid stability over diverse time ...
Based on the growth of advanced technologies and the rise of AI tools / platforms (e.g., OpenAI), production value chain players (fabs, foundries, IDMs) and equipment suppliers / tool OEMs are driving innovation to support global ...
Evolution of macro trends in the Life Sciences (LS) industry (e.g., IoT, emerging economies) has resulted in an expansion of the R&D pipeline for pharmaceuticals (small molecule) and biologics (large molecule) over the past decade (e.g., ...
Based on the significant emissions profile of commercial buildings (35% of US emissions) and energy-intensive systems usage (e.g., large-scale refrigeration and HVAC units), commercial building operators are leading initiatives to reach Net ...
Access control has experienced an evolution across applications and sectors, shifting from traditional physical keys / credentials, and driving technology / digital enhancements towards mobile-enhanced credentials and biometric ...
The in-vehicle dashboard ecosystem has evolved, driven by technology advancements in the connected car landscape, resulting in development in the infotainment system via vehicle operating systems (e.g., Automotive Grade Linux, Android ...
Across the industrial automation and component supplier landscape, acquisitive players have pursued M&A since 2018, addressing sector trends that underpin the automation environment. Secular trends include the digitization of the plant ...
Based on the rapid growth / expansion of e-commerce and logistics, software has become a critical enabler and nexus for the automation of warehousing. Given the data-centric environment of the warehouse efficiency, accuracy, and real-time ...
Given the sector transformation taking place across the automotive and mobility industry value chain, significant growth in VC capital has reflected the ongoing adoption curve and maturation of enabling technologies (e.g., battery, electric ...
Based on interest / investment in renewable energy, sustainability efforts, and technology evolutions, the Power / Electricity Value Chain is undergoing significant shifts to support the future needs of a Sustainability-focused ...
Based on the expected growth of electric vehicle (“EV”) demand and investments by Auto OEMs in vehicle electrification, EV battery production has elevated as a critical strategic supply chain challenge for car makers. The OEMs have pursued ...
Driven by broader automation / technology trends in Discrete (e.g., Automotive, Electronics) and Hybrid industries (e.g., Food & Beverage), IIoT / Industry 4.0, and pursuit of operational efficiencies / optimization, industrial end-users ...
The bidding war for 20th Century Fox will result in a shake-up of the film studio landscape, with both Disney and NBCU vying to become the box office leader.
The traditional media and entertainment ecosystem, threatened by the rise of ...
The NBA has discreetly piloted a microtransaction-based model for access to select games – while nascent, this model represents another method to engage fans and monetize content.
Recently, the NBA has been quietly testing a new way for ...