★ Market Insights⦁ Theme TrackerEconomics & TradeⓁ SemiconductorsTechnology 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Ⓛ 3D PrintingⓁ Copper & Copper MinersⓁ CybersecurityⓁ Gene EditingⓁ HomebuildersⓁ Lumber ProducersⓁ Robotics & AutomationⓁ SemiconductorsⓁ SilverⓁ Silver MinersⓁ Social Commerce 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
★ Market Insights⦁ Theme TrackerⓁ SemiconductorsPolitics & 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
★ Market Insights⦁ Theme TrackerⓁ SemiconductorsTechnology US Switches Tactics to Boost its Semiconductor Industry U.S. lawmakers are trying a completely new tactic in the US-China tech war: a subsidy policy for private industry. The CHIPS for…McAlinden Research PartnersJune 15, 2020
★ Market InsightsPolitics & PolicyTechnology Semiconductor Trade Tensions Set to Shock US and China Tech Sectors China’s semiconductor industry has always been the Achilles heel of the country’s booming tech sector – and the US is…McAlinden Research PartnersNovember 19, 2019