SOXX Archives - McAlinden Research Partners

★ Daily Intelligence Briefings (DIBs)Markets Technology

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 & Demographics Manufacturing & Logistics Politics & Policy Technology

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)Markets Technology

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 & Policy Technology

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 & Policy Technology

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 & Logistics Technology

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 & Logistics Politics & Policy Technology

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 & Policy Technology

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)Manufacturing & Logistics Politics & Policy Technology

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 & Logistics Politics & Policy Technology

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

SOXX

AMD Banking on Next-Gen AI Accelerator to Compete with Nvidia, Revive Softer Data Center Sales

Taiwan’s Semiconductor Industry Faces Continual Risk From China, Key US Reshoring Efforts Delayed

AMD Projects AI Will be at Core of Data Center Boom, Advances GPU Ambitions with Latest Chip

Korean Chipmakers Balance Risk and Opportunity in China’s Sweeping Micron Ban

China’s Dwindling Chip Trade Could Play a Significant Role in Potential Taiwan Incursion

Generative AI Creates Growth Opportunities for Chip Startups and GPU Laggards in Nvidia-Dominated Market

Chinese Semiconductor Sanctions Could Preserve Pricing Power For CapEx-Heavy Chip Manufacturers

New US Restrictions on Chip Sales to Chinese Firms Slam Vulnerable Semiconductor Stocks

CHIPS Act Passed, But Semiconductor Shares Slip Lower on Rising Inventories and CapEx Pullback

CHIPS Act Finally on the Road to Passage, But it May be Addressing a Shortage That is Already Resolved

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