Research Briefing
Helium shortages are rattling chip supply chains—but with reserves and pricing power on their side, can chipmakers stay ahead of...
Semiconductor Industry
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Research Briefing
Asia and Mexico see stronger electronics export growth from US AI data centre investment, with spillovers concentrated in key tech...
Research Briefing
The launch of ChatGPT in November 2022 made 2023 a leap forward for artificial intelligence (AI). The big battle for...
After suffering an extended period of steep declines, we believe that the downturn in semiconductor sales may finally be nearing...
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
Although it still faces promising growth from the continued investment in new semiconductor facilities, Phoenix growth slowed somewhat in 2022.
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
Like its Rocky Mountain-area peers, Phoenix has seen tremendous growth since the start of the pandemic. Its net job growth...
