Tech Supply Chain Tracker (25-May-2024): Global EV charger market & key players
Global EV charger market overview, Lenovo and SDC announce partnership for slidable display devices by 2025, Absolics receives US CHIPS Act subsidy...
432 Views
Tech Supply Chain Tracker (24-May-2024): China drills near Taiwan, market stable
Taiwan celebrates completion of offshore wind farm as China conducts military drills nearby; US tariff hike on Chinese goods to start; interview on...
231 Views
Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.
US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...
221 Views
Tech Supply Chain Tracker (06-May-2024): Samsung SDI boosts investment despite weak 1Q24.
Samsung SDI remains confident in future growth, UnaBiz makes big strides in energy efficiency for devices, and questions arise over China's...
230 Views
Market Thinking May 2024
Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no...
160 Views