AMD's most recent earnings report showed a concerning slowdown in its data center business, a key growth engine in the…
McAlinden Research PartnersAugust 7, 2023
The debut of AMD's newest chip is their latest attempt to shake up the heavily-concentrated GPU market, now one of…
McAlinden Research PartnersJune 14, 2023
China's maneuver to block sales of Micron products in its infrastructure products will open up an opportunity for the firm's…
McAlinden Research PartnersMay 24, 2023
China has initiated new military drills around Taiwan, focusing on precision strikes and a potential encirclement of the island. An…
McAlinden Research PartnersApril 10, 2023
With generative AI becoming tech's latest breakout trend, the biggest brands in social media and search engines are racing to…
McAlinden Research PartnersMarch 1, 2023
Summary: Major semiconductor manufacturers are rapidly expanding their capital expenditures in the US, contributing to a record number of starts…
McAlinden Research PartnersDecember 19, 2022
US semiconductor and semiconductor equipment firms, as well as any foreign firms who contract with or purchase equipment from them, will now…
McAlinden Research PartnersOctober 11, 2022
The US is preparing new restrictions on the sale of semiconductors and semiconductor manufacturing equipment to Chinese firms, compounding rigid trade…
McAlinden Research PartnersSeptember 16, 2022
President Biden's signing of the CHIPS Act coincided with a dismal set of earnings and updates from several leading semiconductor…
McAlinden Research PartnersAugust 10, 2022
