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Steven Chin

  • VP, Cowen and Company
San Francisco
As seen in: TD Cowen Insights
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Articles by Steven Chin

Mobile and PC Supply Chain’s Great Reshoring   | TD Cowen

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By Krish Sankar, Steven Chin, Eddy Orabi, Robert Mertens
| TD Cowen Insights
, 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.
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The Back-End Maverick: How Packaging Is Revolutionizing Semis

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By Matthew Ramsay, Steven Chin, Krish Sankar, Eddy Orabi
| TD Cowen Insights
, , 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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