★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy Japan and South Korea Expand Defense Spend, Countering Chinese Air Aggression and Russian Ties Aggressive air maneuvers by Chinese warplanes near Taiwan have punctuated the PLA's largest ever military exercises in the Pacific Ocean. China's air forces…McAlinden Research PartnersSeptember 18, 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)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)⦁ Theme TrackerEconomics & TradeⓁ Aerospace & DefensePolitics & Policy Russia Ramps Up China Relations as US Focuses on Shoring Up Pacific Allies As relations between Russia and most of the western world have been irreparably severed over the last year, Moscow's economic cooperation and…McAlinden Research PartnersFebruary 28, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Pelosi Departs Taiwan Without a Hitch, But China’s Response May be Just Getting Started In the wake of House Speaker Nancy Pelosi's (D-CA) visit to Taiwan, tensions and uncertainty about China's response remain high.…McAlinden Research PartnersAugust 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy China Chides Biden’s “Commitment” to Taiwan Defense, Congress Proposes $6 Billion Military Aid Package For the third time in the past several months, President Biden has confirmed the US's willingness to intervene militarily if…McAlinden Research PartnersMay 24, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefensePolitics & Policy Defense Stocks in Focus as China Boosts War Games and Air Incursions, US Expands its Pacific Partnerships China has continued ramping up its aggression toward Taiwan in recent months, launching relentless waves of aircraft incursions into the…McAlinden Research PartnersSeptember 28, 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
★ 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
★ Daily Intelligence Briefings (DIBs)Economics & 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