Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

LG Electronics Inc. manufactures and markets digital display equipment and home appliances. The Company produces and markets flat panel televisions, A/V products, washing machines, air conditioners and refrigerators as well as telecommunications equipment such as smart phones and tablets.

<ul><li>Luxembourg startup seeks EUR30M to expand global 5G IoT satellite operations, aiming for increased connectivity worldwide.</li><li>South Korea focuses on utilizing nuclear power to boost exports and ensure energy security for the nation's future.</li><li>Next-generation iPhone 17 models will feature LTPO OLED panels from Samsung and LG Display, enhancing display quality for users.</li></ul>

Luxembourg startup seeks EUR30M to expand global 5G IoT satellite operations, aiming for increased connectivity worldwide.South Korea focuses on utilizing nuclear power to boost exports and ensure energy security for the nation's future.Next-generation iPhone 17 models will feature LTPO OLED panels from Samsung and LG Display, enhancing display quality for users.

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs.  The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips.  Taiwan Semiconductor is an affiliate of Philips Electronics N.V.

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul><li>Quarter results not good, guidance for next quarter negative, stock down</li><li>Intel and Samsung causing order push outs for ASML</li><li>ASML facing cyclical challenges in semiconductor industry, potential impact on future manufacturing partnerships with TSMC and Intel</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Quarter results not good, guidance for next quarter negative, stock downIntel and Samsung causing order push outs for ASMLASML facing cyclical challenges in semiconductor industry, potential impact on future manufacturing partnerships with TSMC and IntelThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Perma-Fix Environmental Servic / Equity Bottom-Up

Perma-Fix Environmental Services, Inc. provides industrial and nuclear-waste management services, and Consulting Engineering Services.  The Company's services include treatment, storage, processing, and disposal of hazardous and nonhazardous waste, industrial waste and wastewater management services, and nuclear and low-level radioactive waste treatment.

<ul><li>Perma-Fix has specialized knowledge and expertise in handling diverse waste streams, giving them a competitive edge</li><li>Challenges include obtaining necessary permits and high costs for building and maintaining facilities</li><li>Despite challenges, Perma-Fix is a key player in the nuclear waste treatment industry due to their unique position and valuable assets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Perma-Fix has specialized knowledge and expertise in handling diverse waste streams, giving them a competitive edgeChallenges include obtaining necessary permits and high costs for building and maintaining facilitiesDespite challenges, Perma-Fix is a key player in the nuclear waste treatment industry due to their unique position and valuable assets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Perma-Fix Environmental Svcs (PESI) - Tuesday, Jul 23, 2024

Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Just Dial Ltd. operates a local search engine that provides comprehensive updated information. The Company offers a search engine that includes a variety of categories such as movies, hotels and resorts, taxis and car rentals, insurance, bars, and nightclubs. Just Dial markets its search engine to users throughout India.

<ul>
<li>Re-Introducing our weekly Namaste India 2.0. This iteration builds on our earlier version and is designed for investors keen to track developments in India.</li>
<li>Nuclear power currently contributes less than 2% of India's total electricity generation, indicating significant room for growth.</li>
<li>Going ahead, with earnings taking center stage, the high valuations commanded by <a href="https://www.smartkarma.com/entities/ishares-msci-india-etf" target="_blank" data-smartkarma-citation="entities:282:1" rel="noopener">iShares MSCI India ETF (INDA US)</a> are likely to get challenged.  </li>
</ul>


Re-Introducing our weekly Namaste India 2.0. This iteration builds on our earlier version and is designed for investors keen to track developments in India.
Nuclear power currently contributes less than 2% of India's total electricity generation, indicating significant room for growth.
Going ahead, with earnings taking center stage, the high valuations commanded by iShares MSCI India ETF (INDA US) are likely to get challenged.  


Namaste India 🙏 | India’s Atomic Ambitions

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>Last month, the DOE published a paper about the <a href="https://liftoff.energy.gov/wp-content/uploads/2024/09/LIFTOFF_DOE_AdvNuclear-vX6.pdf" target="_blank" rel="noopener">commercial liftoff of Advanced Nuclear.</a> </li><li>Larry Ellison mentioned that SMRs (Small modular reactors) will power data centers in the future, and Microsoft will unshutter 3 Mile Island for one last puff of a half-smoked cigarette. Just a few years ago, it was closed for economic reasons.</li><li>This is going to be the first in a series about Nuclear Power. Today, I’ll talk about Nuclear Reactors and the basics.</li></ul>

Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular reactors) will power data centers in the future, and Microsoft will unshutter 3 Mile Island for one last puff of a half-smoked cigarette. Just a few years ago, it was closed for economic reasons.This is going to be the first in a series about Nuclear Power. Today, I’ll talk about Nuclear Reactors and the basics.

Nuclear Zeitgeist Part 1: A Reactor Primer

Nuclear Renaissance
Insights on Nuclear and Uranium

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Luxembourg startup seeks funding for global 5G IoT satellite expansion, South Korea boosts nuclear power for exports, iPhone 17 to feature LTPO...

Tech Supply Chain Tracker

Perma-Fix Environmental Svcs (PESI) - Tuesday, Jul 23, 2024

Despite challenges, Perma-Fix is a key player in the nuclear waste treatment industry due to their unique position and valuable assets.

Value Investors Club

Namaste India 🙏 | India’s Atomic Ambitions

Weekly Namaste India 2.0 for investors tracking India; nuclear power at 2% of electricity generation, room for growth; high valuations of iShares...

Pranav Bhavsar

Nuclear Zeitgeist Part 1: A Reactor Primer

Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular...

Fabricated Knowledge

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Luxembourg startup seeks funding for global 5G IoT satellite expansion, South Korea boosts nuclear power for exports, iPhone 17 to feature LTPO...

Tech Supply Chain Tracker

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

ASML's stock price dropped due to poor quarter results attributed to delayed orders from Intel and Samsung, as well as soft orders from China,...

The Circuit

Perma-Fix Environmental Svcs (PESI) - Tuesday, Jul 23, 2024

Despite challenges, Perma-Fix is a key player in the nuclear waste treatment industry due to their unique position and valuable assets.

Value Investors Club

Namaste India 🙏 | India’s Atomic Ambitions

​Weekly Namaste India 2.0 for investors tracking India; nuclear power at 2% of electricity generation, room for growth; high valuations of iShares...

Pranav Bhavsar

Nuclear Zeitgeist Part 1: A Reactor Primer

Last month, the DOE published a paper about the commercial liftoff of Advanced Nuclear. Larry Ellison mentioned that SMRs (Small modular...

Fabricated Knowledge

Weekly Namaste India 2.0 for investors tracking India; nuclear power at 2% of electricity generation, room for growth; high valuations of iShares...