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Patrick Liao

Patrick Liao
Taiwan Tech Focused Senior Analyst

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Taiwan Information Technology Equities

Summary

Being invited, I joined Sellside, i.e. JPMorgan, Nomura and Macquarie, totally around 9-10 years. Before that, I joined International Data Corp (https://www.idc.com/) to be the Asia Semiconductor analyst for nearly 2 years, and being invited to do personal lectures in TSMC, UMC, Samsung and etc. In my working experiences, I also had the chance to join Taiwanese panel company, AUO (2409.TT) and the buyside, Chinalife (2823.TT), totally for over 1 year. I obtained MS degree from the Tsing-Hua University. Then I worked in the Taiwan Semiconductor companies for around 11 years. I had several US patents during my stay in the Semiconductor industry. Being worked in the sellside and buyside, I deeply dived in the Greater China Semiconductor industry and directly covered some companies, like TSMC (2330.TT, TSM.US), UMC (2303.TT, UMC.US), Vanguard (5347.TT), ASE (3711.TT, ASX.US), SPIL (merged with ASE and delisted), KYEC ( 2449.TT), JCET (600584.CH), ASMPT (522.HK), GWC (6488.TT), WinSemi (3105.TT), Mediatek (2454.TT), Silergy (6415.TT), Novatek (3034.TT), Guoxin Micro (002049.CH) etc.

Areas of Expertise

Primary Asset Class:
Equities
Geography:
Asia Pacific
Countries:
Taiwan
Sectors:
Information Technology
Content Verticals:
(generalist)

Work Experience:

  • Worked in the Taiwanese Semiconductor companies, Vanguard and UMC, for more than 11 years.
  • Joined International Data Corp (https://www.idc.com/) to be the Asia Semiconductor analyst for nearly 2 years.
  • At the meantime, I joined Taiwanese panel company, AUO (2409.TT) and then buyside company, Chinalife (2823.TT), totally over 1 year.
  • Joined Sellside, i.e. JPMorgan, Nomura and Macquarie, totally around 9-10 years.
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