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
Optical semi (COHR,LITE,MRVL,AVGO): robust demand aided by rising EML capacity & SiPho adoptions in 2H Oct 2025
Based on our primary research, COHR, LITE, MRVL & AVGO’s optical connectivity biz continue to see strong demand for their respective AI-related products, including EMLs, CW lasers and high-speed optical transceivers..
Server Semi (NVDA, AMD): China’s GPU/ASIC Development & 2H GPU Procurement Trends Oct 2025
NVDA GPUs (AMD’s to a less degree) remain the preferred options for training in China for the foreseeable future, assuming export restrictions are relaxed, while domestic GPUs have stepped in to meet 2H inference demand unmet by NVDA & AMD.
Handset semi: QCOM QCT, QRVO, SWKS likely to beat 3Q revenue expectations though LT concerns linger Oct 2025
Based on the feedback from 12 handset OEM experts, 3Q global mid- to high-end phone sales continued to outperform, with iPhone 17 sales (excluding Air) surpassing expectations. QCOM QCT may exceed C3Q revenue growth consensus…
Server & optical semi: AVGO AI ahead of Jul/Oct qtr rev ests; MRVL DC revs at least in line Aug 2025
AVGO & MRVL see very strong demand for merchant networking ASICs including switching chipsets & DCIs. AVGO has a robust custom ASIC pipeline, while MRVL has 5 CSP engagements, though momentum may ease in ’26 as AMZN’s Trn 2/2.5 ramps down in 2H26, and Trn 3 Lite & MSFT’s Maia 300 start to ramp from 3Q-4Q26…
Server semi: NVDA likely to beat F2Q26 & F3Q26 expectations; AMD’s AI traction rising Aug 2025
We see NVDA’s Data Center revenue above consensus, driven by a significant GB200 ramp, on-track GB300 production, strong networking, May H20 deliveries and the upcoming resumption of H20 shipments. China becomes a very important AI accelerator market for AMD, with orders amounting to $1BN-$2BN earlier this year…