Westlake International has provided timely insights into key drivers affecting the semiconductor and Asian technology supply chains, as well as Chinese sectors and companies, since its founding in 2008. We continue to provide our clients with a wide array of primary research, including limited distribution semiconductor and China Internet research reports, custom research/survey and field check services across a wide variety of verticals and specialties.
With a fundamental research approach, our primary research uncovers industry dynamics and reaches investment conclusions by utilizing our survey data, various 3rd-party data and expert feedback. These research and services seamlessly package:
- Selection of meticulously chosen technology and Internet industry professionals from both compliance and industry experience perspectives
- Constantly updated / legally compliant list of pertinent industry questions
- Consultations with survey participants to flesh out qualitative issues around meaningful trends
- Screen and applications of most relevant 3rd party data for investment themes and pressing issues of covered companies
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Our Latest Reports
Server & optical semi: rationale for ’19-’20 downward tariff revisions still relevant to support lower tariffs Apr 2025
We believe that the US government will not impose country-specific tariffs on imported products from, or containing components from, NVDA, AMD, AVGO, MRVL, COHR, and LITE. Instead, it might encourage AI innovation and support the growth of these US tech companies by imposing minimal tariffs…
Server & optical semi: AVGO & MRVL saw strong demand for networking ASICs while MRVL’s ASIC biz shines Feb 2025
AVGO & MRVL see very strong demand for merchant networking ASICs including switching chipsets, DCI & PCle solutions driven by AI networks (& telecom for DCI) …
Server semi: strong demand for NVDA’s B200 HGX and H20 but complex blackwell transition challenges NT outlook Feb 2025
Demand for NVDA’s H20 & B200 in HGX (& GB200) remains strong in C4Q and through Jan & Feb with recent rush orders for H20, though the yields from GB200 rack assembly and Bianca assembly are gradually improving at ODMs…
Surging China phone sales in 1st week of nationwide subsidy rollout & Samsung GS25 pre-orders off to a solid start Feb 2025
China’s phone sales during week 4 surged following the introduction of nationwide subsidies on 1/20. QCOM could boost its QCT outlook for CQ1, given strong subsidy-driven phone sales trends in China and solid Samsung Galaxy S25 pre-order trends…
Expert insights on DeepSeek’s AI breakthroughs with potential fast adoptions ahead Jan 2025
According to AI academic & development experts, DeepSeek has made impressive technological advancements and also made some incremental contributions within the Transformer architecture, by using innovative engineering techniques and methods and leveraging open-sourced models. Within just one week of DeepSeek’s R1 release, we heard many companies are already evaluating the R1’s performance and stability to potentially cut costs…