Research on Tech Companies

Evelyn Zhang

Over decade experiences in  Morgan Stanley, Bank of America Merrill Lynch, Agricultural Bank of China, Lenovo. 
Expertise include research and investment into tech companies of all stages. 
Asset management, private equity, strategic investment, investment banking,  equity research, corporate finance; particular focus on emerging technology.

How Semiconductor Supply Chain in China Stands to Benefit from Ukraine Crisis

Thematic (Sector/Industry)

China Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Shanghai and Jilin became the epicenter of a new wave,  supply chain of raw materials affected due to logistical strains caused by lockdown controls</li>
<li>Semiconductors and consumer electronics in short terms are controllable, thanks to the sufficient inventory but will see slowing down if lock down in Shanghai continues .</li>
<li>Automotive manufacturing and  delivery, especially electrical vehicle will be hit hard as raw material delivery tightens</li>
</ul>


Shanghai and Jilin became the epicenter of a new wave,  supply chain of raw materials affected due to logistical strains caused by lockdown controls
Semiconductors and consumer electronics in short terms are controllable, thanks to the sufficient inventory but will see slowing down if lock down in Shanghai continues .
Automotive manufacturing and  delivery, especially electrical vehicle will be hit hard as raw material delivery tightens


China Pandemic Round 2: Shanghai in Stasis