We write in-depth research on key players from Taiwan in the global semiconductor industry. Our stock calls are based on global supply/demand dynamics, pricing trends, company profitability and cash flows.
We speak with companies not only in Taiwan but other parts of the world to form our views. We cover names with a market capitalization of US$1bn or higher.
Bespoke equity research
We produce bespoke research on names from Taiwan, Japan, Europe and the U.S.
Quarterly sector notes
We do extensive legwork in Taiwan and we synthesize our findings in our quarterly updates. Each note covers a specific vertical in the Taiwan semiconductor industry.
We highlight small-caps and private companies with growth potential in these notes.
We help institutional investors design itineraries and arrange logistics in Taiwan. Where possible, we facilitate meetings with Taiwanese founders, CEOs and CFOs when they travel overseas for international tradeshows.
In Taiwan, institutional investors can meet with ten companies over two days, from wafers, design houses, IDMs/foundries to OSATs. We also provide ideas on less obvious investment opportunities.
Other than TSMC, there are many world-class companies in Taiwan.
Risk & reward
Taiwanese companies take calculative risks to capture growth in the upcycle
Taiwanese companies demonstrate resilience n downcycles