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: 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…
QCOM & SWKS’s 2Q IoT biz further improved: solid consumer, industrial recovery, limited auto rebound Jul 2025
QCOM’s and SWKS’s IoT biz are likely to exceed their 2Q expectations, driven by continued demand recovery in industrials & from China (the largest IoT market) & robust consumer IoT (a larger portion of QCOM & SWKS’s IoT biz than industrial IoT & others)…
Server & optical semi (NVDA,COHR,LITE,MRVL,AVGO): strong 2Q AI product demand; robust early ’26 optical transceiver orders Jul 2025
Based on our primary research, the demand for AI servers/racks, 800G Ethernet switches & Trainium 2 remained solid in 2Q. Strong demand for 800G transceivers will extend into ’26 while 1.6T transceivers began ramping in volume…
Handset semi: QCOM QCT, QRVO, SWKS likely to beat 2Q revenue expectations in 2Q though LT concerns linger June 2025
Based on the feedback from 12 handset OEM experts, 2Q global mid- to high-end phone sales outperformed overall market, driven by pull-forward demand in US & aggressive 6.18 promotions in China. QCOM QCT may exceed C2Q revenue growth consensus…