Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>AMD set to become second largest client at TSMC's US fab, aligning with earlier hints. </li><li>Taiwan launches 3 AI centers for healthcare innovation; NTUH director warns against history repeating itself. </li><li>Telangana aims for increased FDI beyond electronics; India Taiwan Industrial Park progresses as Foxconn unveils new EV models.</li></ul>

AMD set to become second largest client at TSMC's US fab, aligning with earlier hints. Taiwan launches 3 AI centers for healthcare innovation; NTUH director warns against history repeating itself. Telangana aims for increased FDI beyond electronics; India Taiwan Industrial Park progresses as Foxconn unveils new EV models.

Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

<ul><li>CSP leading the development of ASIC accelerators for faster processing, enhancing their technological edge in the market.</li><li>Partnership between Foxconn and Nvidia to build world's largest GB2000 production line, gearing up for increased demand in the semiconductor industry.</li><li>Taiwan emerging as a key player in the offshore wind industry, forging partnerships with foreign companies and investing in energy storage technology to stay competitive.</li></ul>

CSP leading the development of ASIC accelerators for faster processing, enhancing their technological edge in the market.Partnership between Foxconn and Nvidia to build world's largest GB2000 production line, gearing up for increased demand in the semiconductor industry.Taiwan emerging as a key player in the offshore wind industry, forging partnerships with foreign companies and investing in energy storage technology to stay competitive.

Tech Supply Chain Tracker (09-Oct-2024): CSP develops ASIC accelerators.

<ul><li>E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.</li><li>Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.</li><li>Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.</li></ul>

E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

<ul><li>European EV market divided with luxury segment growing rapidly but mass market stagnating, reflecting consumer preferences.</li><li>Tata announcing construction of two new fabs in India highlights increasing investment in semiconductor manufacturing in the country.</li><li>Samsung Display preparing to supply Apple with foldable displays in 2024 showcases the competition and advancements in tech industry.</li></ul>

European EV market divided with luxury segment growing rapidly but mass market stagnating, reflecting consumer preferences.Tata announcing construction of two new fabs in India highlights increasing investment in semiconductor manufacturing in the country.Samsung Display preparing to supply Apple with foldable displays in 2024 showcases the competition and advancements in tech industry.

Tech Supply Chain Tracker (17-Sep-2024): Luxury EV market surges, mass market lags.

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

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

<ul>
<li>Rapidus vs. TSMC: Can Japan's Newcomer Compete in the 2nm Race?</li>
<li>Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech </li>
<li>Hon Hai Pauses Nissan Pursuit Amid Honda Talks -- A Japanese Savior for Nissan is Likely But This Confirms Hon Hai's EV Ambitions Remain High</li>
</ul>


Rapidus vs. TSMC: Can Japan's Newcomer Compete in the 2nm Race?
Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech 
Hon Hai Pauses Nissan Pursuit Amid Honda Talks -- A Japanese Savior for Nissan is Likely But This Confirms Hon Hai's EV Ambitions Remain High


Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

Taiwan

Hon Hai Precision Industry Co., Ltd. provides electronic manufacturing services for computers, communications, and consumer electronic products.  The Company's business operations include desktop and notebook PC assembly, connector production, cable assembly, PCB assembly, handset manufacturing, networking equipment, and other consumer electronic devices manufacturing.

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Hon Hai Precision Industry (2317 TT)

Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

AMD set to be TSMC's second largest client, Taiwan invests in AI healthcare centers, Foxconn introduces new electric vehicle models, Google focuses...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Oct-2024): CSP develops ASIC accelerators.

Taiwan leading the way in technology development, energy storage, and offshore wind industry, facing competition as industrial power rates rise and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-Sep-2024): Luxury EV market surges, mass market lags.

European luxury EV market booming, Tata to build fabs in India, Samsung Display to supply Apple with foldable displays, Red Sea crisis easing,...

Tech Supply Chain Tracker

Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...

Vincent Fernando, CFA

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Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

AMD set to be TSMC's second largest client, Taiwan invests in AI healthcare centers, Foxconn introduces new electric vehicle models, Google focuses...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Oct-2024): CSP develops ASIC accelerators.

Taiwan leading the way in technology development, energy storage, and offshore wind industry, facing competition as industrial power rates rise and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-Sep-2024): Luxury EV market surges, mass market lags.

European luxury EV market booming, Tata to build fabs in India, Samsung Display to supply Apple with foldable displays, Red Sea crisis easing,...

Tech Supply Chain Tracker

Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

​Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...

Vincent Fernando, CFA

Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...