Research Briefing
Our proprietary Asia Chip Export Index surged in March, by 80.7% y/y in value and by 28.3% y/y in volume....
Semiconductor
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Displaying 1 to 20 of 34 results
Research Briefing
Helium shortages are rattling chip supply chains—but with reserves and pricing power on their side, can chipmakers stay ahead of...
Research Briefing
We expect the ongoing memory chip shortage to be particularly harmful for the purchasers of traditional memory chips such as...
Research Briefing
Asia chip export index (CEI) showed a remarkable rise of 27.3% in value and 26.2% in volume year-on-year.
Research Briefing
The US is leading the world in AI-driven investment, fuelling growth far ahead of other advanced economies. But with tariffs...
Our Global Cities Index shows that whilst Southern Asian cities do not top the overall rankings, they are important global...
We have developed a globally consistent framework showing cross-country GDP vulnerabilities to an escalation in China-Taiwan tensions, factoring in three...
Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Research Briefing
The rise of AI promises vast business opportunities and growth potential for the semiconductor industry. But these benefits are not evenly distributed along the value chain, so for ASEAN economies, where semiconductor activities are focused on lower value-added...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
The launch of ChatGPT in November 2022 made 2023 a leap forward for artificial intelligence (AI). The big battle for...
Research Briefing
As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. In annual terms, we expect...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
The impact of past policy tightening, the reduced availability of credit, and high (though moderating) inflation are creating a subdued near-term environment for global industry.
Research Briefing
We recently received many questions on China's growth trajectory given the recent twists and turns in onshore activity and policy...
Consulting Report
We project the semiconductor industry’s workforce will grow by nearly 115,000 jobs by 2030, from approximately 345,000 jobs today to...
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
After suffering an extended period of steep declines, we believe that the downturn in semiconductor sales may finally be nearing...
