Company: IPODW
Filing Date: 2025-03-07
Form Type: S-1
Source: 0001213900-25-021721
Chunk: 185

Company: Dune Acquisition Corp II
Filing Date: 2025-03-07
Form: S-1
Chunk 185
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 producing AI chips and sensors, as well as systems, software, and cloud service providers that utilize these new AI capabilities. 122 Semiconductors We believe that through advancements in AI, edge computing, 5G technology, sustainability, and supply chain resilience, the semiconductor industry is poised to drive industry -agnosticinnovation for the global economy. As these trends unfold, we believe that companies in the semiconductor industry that embrace these changes and invest in cutting -edgetechnologies will be well -positionedto lead the market and capitalize on the opportunities ahead. Precedence Research valued the global semiconductor market size at $545 billion in 2023, expected to surpass $1 trillion by 2033 and poised to grow at a compound annual growth rate (CAGR) of over 7% during the forecast period from 2024 to 2033. Deloitte predicts that the market for specialized chips in the technology sector optimized for generative AI will be valued at more than $50 billion in 2024, up from near zero in 2022. Companies are increasingly demanding chips suited for AI use -cases, including generative AI chips, as secure and reliable supply chains are important for innovation, economic success, and national security. According to the Deloitte report, generative AI chip revenue could reach $400 billion in 2027, and along with other AI -enablingchips, it could represent half of the value of all semiconductors sold. Supported by the impressive market tailwinds stated above, we believe that companies within the semiconductor industry are positioned as attractive acquisition targets. MedTech We believe the medical technology sector (including, for example, therapeutics, diagnostics, and medical devices), represents a sizeable and growing target market with many potential target acquisition opportunities. According to the Centers for Medicare and Medicaid Services, total U.S. healthcare expenditures reached $4.5 trillion in 2022 and the 2023 to 2032 average U.S. national health expenditure growth (5.6 percent) is projected to outpace that of average GDP growth (4.3 percent), resulting in an increase in the health spending share of GDP from 17.3 percent in 2022 to 19.7 percent in 2032. We also believe the current landscape of the broader biotech and medical technology initial public offering (IPO) market presents a unique opportunity for identifying promising private company targets. From 2019 to 2023, the United States has witnessed approximately