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Technology predictions for public market investors

We publish predictions about technology over the next ten years, such as whether memory makers will earn higher margins than Nvidia and where the most advanced chips will be made. Each one says what most people think, what we think, and what it means for investors.

What most people expect and what we expect.

Track Technology Adoption Across Public Companies

CanaryIQ monitors how listed companies are adopting, investing in, and patenting emerging technologies. Identify which firms are building real capability versus making announcements.

IBM’s roadmap meets a dated result
Published target for 20245,000 gates

IBM’s planned circuit capability.

Reported in November5,000 two-qubit gates

Demonstrated using Heron R2 and the Qiskit stack.

Find the Enablers Behind Every Boom

The biggest returns are not always in the headline companies. CanaryIQ identifies the infrastructure providers, component suppliers, and platform companies that underpin every technology wave. See where sustained value is being created.

The enabling layer:
EUV lithography
Patterned wafer
13.5nm

The wavelength used
by ASML’s EUV systems

ASML

The tools that print intricate chip layers sit underneath the AI hardware story.

Map Cross-Company Impact

One product launch or regulatory decision can send ripples across entire sectors. CanaryIQ maps peer relationships and supply chains to show you who benefits and who is exposed when the market moves.

The CASGEVY partnership
VRTXVertex
Pharmaceuticals
CRSPCRISPR
Therapeutics
Development partnership

CASGEVY

US sickle cell approval announced
8 December 2023

A regulatory event belongs in both companies’ research context. The financial exposure needs separate analysis.

Read our full view on every prediction