★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Banking on Next-Gen AI Accelerator to Compete with Nvidia, Revive Softer Data Center Sales 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
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsManufacturing & LogisticsPolitics & PolicyTechnology Taiwan’s Semiconductor Industry Faces Continual Risk From China, Key US Reshoring Efforts Delayed Summary: Taiwan Semiconductor Manufacturing Co's decision to delay the opening of a much-lauded $40 billion Arizona plant into 2025 shows…McAlinden Research PartnersJuly 26, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Projects AI Will be at Core of Data Center Boom, Advances GPU Ambitions with Latest Chip 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
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban 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
★ Daily Intelligence Briefings (DIBs)Politics & PolicyTechnology China’s Dwindling Chip Trade Could Play a Significant Role in Potential Taiwan Incursion 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
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsTechnology Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market 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
★ 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