Asia Technology Supply Chain
Our Asia Technology team, based in New York and Taipei, provides a differentiated view of the regional supply chain behind AI, computing, networking, and communications infrastructure.
We focus on the companies enabling these markets across components, electronics manufacturing, equipment, materials, optics, packaging, PCBs, semiconductors, and servers.
Our work is supply-chain driven. We track capacity, product transitions, bottlenecks, customer demand, and competitive shifts across public and private companies.
The product is supported by an unmatched network of local contacts built over the last two decades and regular field work across Asia, including management meetings, facility visits, supplier checks, industry conferences, and thematic deep dives.
Please contact our sales team to learn more about our Asia Technology research, industry access, or upcoming field trips.
We aren’t the “sell-side.” We are trusted advisors. Partners in thought.