INSIGHT PROVIDER
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Andrew Lu

Andrew Lu
Asia and Global Semiconductor and Tech Research

226
Insights
99.5k
Views
471
Followers
Taiwan & China Information Technology Equity Bottom-Up

Top Sectors

Information Technology
72%
Consumer Discretionary
12%
Industrials
10%
Communication Services
2%
Financials
1%
Materials
1%
Energy
1%
Health Care
1%
Utilities
0%

Top Verticals

Equity Bottom-Up
65%
Thematic (Sector/Industry)
20%
Event-Driven
14%
Equity Capital Markets
1%

Top Entities

Taiwan Semiconductor (TSMC)
130
Samsung Electronics
106
Qualcomm Inc
97
Apple
94
Mediatek Inc
81
Intel Corp
76
NVIDIA Corp
56
SK Hynix
43
Micron Technology
41
Hon Hai Precision Industry
38

Top Countries

United States
25.1%
Taiwan
24.8%
South Korea
14.5%
China
9.1%
Japan
6.1%
Germany
2.8%
Netherlands
2.6%
United Kingdom
1.8%
Israel
1.1%
Sweden
1%
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