EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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.