Archive - Grana Research

Silicon Wafers: The Next Pricing Supercycle

AI is pushing silicon wafer demand toward a structural shortage, while producers are unwilling to expand capacity at current prices.

Aug 19 • Grana Research

Ideas Hub #1: Unity Software (NYSE: U)

Can Vector Challenge AppLovin's Dominance?

Aug 5 • Grana Research

July 2026

RS Technologies: A Mispriced Leader in the Semiconductor Supply Chain

A fast-growing, highly profitable business valued at zero

Jul 29 • Grana Research

April 2026

Luxury is Back. LVMH isn’t

The global personal luxury goods market, valued at €358 billion, may grow by 3–5% as early as this year after stagnating in 2025, according to a report…

Apr 7 • Grana Research

July 2025

Wise: A Disruptor in the Remittance Market

How to become the lowest-cost provider in global money transfers

Jul 21, 2025 • Grana Research

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