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, Insight by , and The TD Cowen Insight Reshoring in the mobile and PC supply chains remains topical due to U.S.-China trade and geopolitical tensions, supply chain resiliency, and national security interests. Taiwan ODMs invested ~$45B since 2018 to diversify production, with ~$7B into India and Vietnam.
, , Insight by , , , and The technical limits of Moore’s Law, which posited that the number of transistors on a semiconductor doubles every two years, are being tested. This is happening just as far more sophisticated and demanding chips for AI applications require more processing power. Advanced packaging is attempting to fill that void. This report explores how investors should capitalize on this long-term industry trend.
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