Grana Insights

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

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

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