Research Briefing
Helium shortages are rattling chip supply chains—but with reserves and pricing power on their side, can chipmakers stay ahead of...
Global Chip Market
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Displaying 1 to 8 of 8 results
Research Briefing
The US is loosening restrictions on advanced chip exports to China, hoping to slow its manufacturing progress, but China’s drive...
Research Briefing
China is unlikely to achieve full chip self-sufficiency any time soon because of high technological hurdles in producing advanced manufacturing...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
Research Briefing
The launch of ChatGPT in November 2022 made 2023 a leap forward for artificial intelligence (AI). The big battle for...
Concerned about the lingering effects of inflation, rising interest rates, and the impact of geopolitical turmoil, many consumers are tapping...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
