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 semi (NVDA): on-the-ground activities after H20 restrictions; Huawei expanding advanced fab capacity incl 6nm Apr 2025
The H20 orders that have been in production can still be shipped to clients in 2Q…
Handset semi (QCOM,QRVO,SWKS): US & China tariff implications, with varying levels of China impact Apr 2025
On 4/11, the US CBP (Customs and Border Protection) issued updated guidance exempting 20 product categories, including servers, smartphones, PCs & networking products, from reciprocal tariffs. After applying exclusions, US tariffs on smartphones now are: 0% for most countries (including Vietnam, India, Taiwan & Mexico), and 20% for China…
Minimal tariff impact on AI server & optical transceiver biz of NVDA,AVGO,MRVL,COHR,LITE after Friday’s exclusion Apr 2025
After applying exclusions from 4/11, there are minimal tariff impact for now on AI server / rack or optical transceiver biz of NVDA, AMD, AVGO, MRVL, COHR & LITE. However, the optical component biz of AVGO, MRVL, COHR & LITE face some NT uncertainty due to China’s new tariffs on US imports…
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) …