★ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEnergy & EnvironmentTransportation Rubber, Semiconductor Shortages Add to Automakers’ Increasing Headwinds After a rollercoaster 2020 for automakers, 2021 is creating some headaches for the industry. Currently hindered by the global chip…McAlinden Research PartnersMay 6, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradePolitics & PolicyTechnology Breakout Semiconductor Spending and Subsidies Will Ease the Ongoing Shortage – Just not This Year As the ongoing semiconductor shortage stretches across various sectors of the economy, chip manufacturers are rolling out massive capital expenditure plans…McAlinden Research PartnersApril 14, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeTechnology Semiconductor Shortage Sends Prices Higher, Set to Spur Huge US Subsidies for Chipmakers Semiconductor manufacturing cannot keep up with a multi-faceted shift in the supply-demand balance. Factories are running at full capacity and…McAlinden Research PartnersFebruary 16, 2021
⚑ Joe Mac's Viewpoints⦁ Theme Tracker The COVID Crash at an Inflection Point: Reviewing Our List of Themes A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s…McAlinden Research PartnersJuly 31, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyTechnology Winners & Losers of CHIPS For America The CHIPS For America Act recently introduced in Congress could trigger a restructuring and decoupling of the global semiconductor. Domestic…McAlinden Research PartnersJune 18, 2020