The chip market is set to double in a year. Memory, not processors, is doing the lifting.
WSTS now expects world semiconductor sales of about US$1.66 trillion in 2026, more than double 2025, driven by AI data centres buying memory.
Decisions that hold up after the slide deck closes.
We are a strategy and management consulting firm. We work with leadership teams on growth, operating models and cost, and we stay until the change is running in the business.
Since 2023advising boards and executive teams
120+engagements delivered end to end
9 sectorsfrom financial services to industrials
What we do
Four practices, one team. Most engagements draw on more than one, because the problems rarely arrive neatly separated.
Growth strategy
Where to compete and what to stop doing. Market sizing, portfolio choices, pricing and the business case that survives a finance review.
Read moreOperating model design
Structure, decision rights and governance redrawn so that accountability sits with the people who can act on it.
Read morePerformance and cost
Margin recovery without hollowing out the business, through procurement, process redesign and a baseline everyone agrees on.
Read moreData and technology advisory
Technology decisions judged on business outcomes: platform choices, data foundations and where AI genuinely pays back.
Read moreHow an engagement runs
Short phases, visible decisions, no surprise at the end.
Phase one
Frame the question
Two weeks to agree the real problem, the evidence needed and what a good answer looks like. Priced separately so you can stop here.
Phase two
Build the answer
Analysis run jointly with your team, tested against the people who will live with the result. Weekly working sessions, not monthly reveals.
Phase three
Put it into the business
Plan, owners, milestones and the first ninety days delivered alongside your managers until it holds without us.
Selected work
Client names withheld where confidentiality applies.
Financial services
A retail bank rebuilt its SME lending proposition
Six weeks of customer and portfolio analysis showed the decline was in onboarding, not pricing. We redesigned the journey and the credit policy behind it.
Application-to-drawdown time cut from 19 days to 6.
Industrial manufacturing
A group of five plants moved to one operating model
Each site ran its own planning, procurement and maintenance. We built a shared model and stayed through the first two quarters of the transition.
Working capital released in year one: US$5 million.
Latest thinking
What we are seeing in client work, written by the people doing it.
Obesity drugs are pharma's biggest growth engine. The next phase belongs to manufacturers.
Lilly expects about US$86bn of revenue in 2026. With semaglutide patents expiring in India and other markets, price and capacity now decide who wins.
India's factory story is now electronics and defence
Mobile phones became India's largest export in FY26 and defence production hit a record ₹1.78 lakh crore. What sits behind the numbers and where demand goes next.
Have a decision in front of you?
Tell us the question. We will tell you honestly whether we are the right firm for it, and what it would take.