Westlake International has helped institutional investors stay abreast of meaningful / timely drivers impacting Chinese sectors and companies since its founding in 2008. We continue to provide our clients with a wide array of Greater China focused primary research, including limited distribution technology and China Internet research reports, channel check, custom research/survey and field check services across a wide variety of verticals and specialties.

Our limited-distribution technology and China Internet primary research reports, first rolled out in 2013, were a response to both compliance professional supervisory concerns and investment professional demand. 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

Latest Reports
Server semi: NVDA GPU supply further improved resulting in shorter lead time to meet robust demand
February 14, 2024
China adv/video: IQ, BILI on track to deliver in-line 4Q revenue despite lack of hit variety shows at IQ & weak games at BILI
February 6, 2024
eComm: BABA China retail to deliver in-line revenue given solid 4Q & Jan performance in its top category Apparel
February 5, 2024
Optical semi: industry players struggle to meet demand and are expanding photonic IC supply options & transmission speed (COHR, LITE,MRVL)
February 2, 2024
Handset semi: continued demand recovery; MoM China phone sales growth albeit down double digit YoY in Jan on a high base (QCOM, MTK,SWKS,QRVO)
January 29, 2024
Copyright © 2024 Westlake International LLC. All rights reserved.