Corporate Analysis
By Ian Tang, Gabe Armstrong-Scott, and JB Ferguson
Capstone_Multilateral-Controls-on-Chip-Exports-to-China-Unlikely-a-Negative-for-US-Chipmakers-Seagate-a-Bellwether-for-Future-BIS-Enforcement-1Corporate Analysis
By Ian Tang, Gabe Armstrong-Scott, and JB Ferguson
Capstone_Multilateral-Controls-on-Chip-Exports-to-China-Unlikely-a-Negative-for-US-Chipmakers-Seagate-a-Bellwether-for-Future-BIS-Enforcement-1We want to hear from you. Let us know your question and a research analyst will get back to you promptly. We love to discuss our research.
Connect
April 7, 2025 By Andrew Gier, Head of Capstone’s Global Trade & Tariff Practice I'm going to go out on a limb and guess that most people reading this didn't have a great week. Capstone has been on the record since shortly after the election, saying that we thought...
April 4, 2025 By Alec Vaughan, Capstone Special Situations Analyst While there is room for negotiation to reduce the reciprocal tariffs imposed by President Trump on April 2nd, policy-driven volatility will keep the market sell-off from quickly reversing course. We...
March 25, 2025 By Daniel Silverberg, Head of Capstone's Corporate Practice Capstone was on the ground at CERAWeek—the world's premier energy conference, a gathering of industry leaders, policymakers, and experts to discuss and shape the future of energy—in Houston...