★ 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
★ 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 InsightsEconomics & TradePolitics & Policy It’s Back to Rally-Mode for Taiwanese Equities Taiwan’s president Tsai Ing-wen just got re-elected in a historic vote that also helped her party retain its majority in…McAlinden Research PartnersJanuary 13, 2020
★ Market InsightsEconomics & TradeMarketsPolitics & Policy As Hong Kong Stocks & FX Struggle, Taiwan is Thriving Thirteen weeks of unrest have begun to take on Hong Kong’s economy and markets. Local share prices are sinking, the…McAlinden Research PartnersSeptember 3, 2019