EVENTS:   Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook - Kathleen Kelley/Queen Anne's Gate Capital - 19 Mar 26   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

Materials / Semiconductors

Conflict Minerals in the Semiconductor supply chain. Which companies in the upstream, foundry and downstream are most exposed to the issue of conflict materials? Upstream: Mediatek, Silergy, ASML, ASM International, Shin-Etsu, Hoya, Applied Materials, Tokyo Electron. Foundry: Infineon, TSMC, SMIC, Intel, Micron, GlobalFoundries, Samsung Electronics, Texas Instruments, Hynix. Downstream: Apple, Oppo, Xiaomi, Huawei, Pegatron, Hon Hai, Microsoft, Vestas.