★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology Chinese Semiconductor Sanctions Could Preserve Pricing Power For CapEx-Heavy Chip Manufacturers 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
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology New US Restrictions on Chip Sales to Chinese Firms Slam Vulnerable Semiconductor Stocks 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
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology American Chipmakers Will Have to Weather Collateral Damage From US’s Escalating Tech War with China 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
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Passed, But Semiconductor Shares Slip Lower on Rising Inventories and CapEx Pullback 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
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Finally on the Road to Passage, But it May be Addressing a Shortage That is Already Resolved Several years after it was first introduced into congress, the CHIPS Act has finally managed to make its way through…McAlinden Research PartnersJuly 28, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Semiconductor Sales Forecast Third Straight Year of Growth on Tight Supplies, Global Digital Transformation After semiconductor sales shattered records in 2021 amid an ongoing supply shortage, chip manufacturers are forecasting another year of growth…McAlinden Research PartnersJanuary 6, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTechnology Video Game Sales Break Another Monthly Record, Chip Shortage Keeps Hardware Supplies Tight Video game sales growth continued its record-breaking pace in October, led by strong hardware sales and new game releases. The…McAlinden Research PartnersNovember 18, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsTechnology Global Semiconductor Shipments Reach Record High, But Industries Still Expect to Battle Production Setbacks Semiconductors are forecast to remain in short supply well into next year as major chip manufacturers announce they are sold…McAlinden Research PartnersNovember 4, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsMarketsTechnology Smartphone Manufacturers Set for Solid Year, but Semiconductor Shortage Looms Retail sales revenue in the tech industry is forecast to surge to a new record this year, boosted by pent-up…McAlinden Research PartnersAugust 9, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyTechnology Semiconductor Industry Set for Another Year of Soaring Chip Prices, Already Raking in Record Revenues Chip giants across the world raked in record setting revenues in the first quarter of 2021, largely due to the…McAlinden Research PartnersJune 7, 2021