Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>AI advancements driving demand for MLCCs, leading to growth in passive component industry and shaping future technology trends.</li><li>Super Micro Computer faces delay in annual report filing amid allegations of accounting manipulation, raising concerns in the tech market.</li><li>Industry predictions for Semicon India 2024 and updates from Intel and Sony on upgrades in car cockpits and price increase on PS5 due to rising component costs. Taiwan drone market facing potential delay due to China's dominance in crucial modules.</li></ul>

AI advancements driving demand for MLCCs, leading to growth in passive component industry and shaping future technology trends.Super Micro Computer faces delay in annual report filing amid allegations of accounting manipulation, raising concerns in the tech market.Industry predictions for Semicon India 2024 and updates from Intel and Sony on upgrades in car cockpits and price increase on PS5 due to rising component costs. Taiwan drone market facing potential delay due to China's dominance in crucial modules.

Tech Supply Chain Tracker (30-Aug-2024): AI boosts MLCC demand, industry set to grow.

<ul><li>SE Asia &amp; India deploying semi supply chains for efficiency &amp; cost reduction, with focus shifting to automotive &amp; mobile ventures.</li><li>Taiwan leveraging strong semiconductor industry to attract foreign students &amp; enhance industry leadership. </li><li>Wiwynn suing Musk's X over unpaid server bills, UK reassessing semiconductor strategy amid US &amp; China influence. Apple's Foxconn to manufacture iPhone Pro in India, AMD entering AI market with $4.9 billion investment. TSMC building EUR10B fab in Dresden to boost semiconductor industry.</li></ul>

SE Asia &amp; India deploying semi supply chains for efficiency &amp; cost reduction, with focus shifting to automotive &amp; mobile ventures.Taiwan leveraging strong semiconductor industry to attract foreign students &amp; enhance industry leadership. Wiwynn suing Musk's X over unpaid server bills, UK reassessing semiconductor strategy amid US &amp; China influence. Apple's Foxconn to manufacture iPhone Pro in India, AMD entering AI market with $4.9 billion investment. TSMC building EUR10B fab in Dresden to boost semiconductor industry.

Tech Supply Chain Tracker (22-Aug-2024): SE Asia & India semi supply chains deployment

Advanced Process Systems / Equity Bottom-Up

<ul><li>Taiwan set to release offshore wind regulations by 3Q24, opening doors for growth and innovation in the industry.</li><li>China's significant investment in OLED technology boosts South Korean display equipment sector, creating opportunities for growth.</li><li>Telecoms facing challenges with slow 5G adoption, pushing them to adapt and transform strategies to overcome obstacles.</li></ul>

Taiwan set to release offshore wind regulations by 3Q24, opening doors for growth and innovation in the industry.China's significant investment in OLED technology boosts South Korean display equipment sector, creating opportunities for growth.Telecoms facing challenges with slow 5G adoption, pushing them to adapt and transform strategies to overcome obstacles.

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Unisplendour Corporation Limited / Equity Bottom-Up

<ul><li>H3C and Foxconn partner in Malaysia for data center investment; Tsinghua Unigroup continues acquisitions in the tech industry.</li><li>Chinese automakers urged to invest in cleaner technologies, form strategic partnerships, and comply with EU regulations under new EV tariffs.</li><li>Microsoft &amp; Qualcomm exceed pre-orders with AI-powered Copilot+ PC; Hyundai plans to list Indian arm; SEMICON India to showcase advancements in semiconductor industry.</li></ul>

H3C and Foxconn partner in Malaysia for data center investment; Tsinghua Unigroup continues acquisitions in the tech industry.Chinese automakers urged to invest in cleaner technologies, form strategic partnerships, and comply with EU regulations under new EV tariffs.Microsoft &amp; Qualcomm exceed pre-orders with AI-powered Copilot+ PC; Hyundai plans to list Indian arm; SEMICON India to showcase advancements in semiconductor industry.

Tech Supply Chain Tracker (18-Jun-2024): H3C partners with Foxconn on Malaysia data center investment.

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul><li>Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.</li><li>MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.</li><li>Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.</li></ul>

Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

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 (30-Aug-2024): AI boosts MLCC demand, industry set to grow.

AI drives MLCC demand in passive components, Super Micro Computer delays filing due to accounting issues, Semicon India predicts semiconductor...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Aug-2024): SE Asia & India semi supply chains deployment

SE Asia, India, Taiwan, UK, and US focus on semiconductor industry growth and competition, with companies like Xiaomi, Foxconn, AMD, TSMC, and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Taiwan to release offshore wind regulations, Poland-Taiwan industrial cooperation, China's OLED investment, VinFast factory in India, edge AI...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (18-Jun-2024): H3C partners with Foxconn on Malaysia data center investment.

H3C and Foxconn invest in Malaysian data center, Tsinghua Unigroup acquires, Chinese auto industry adapts to EU EV regulations, Microsoft &...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

Intel, MediaTek, Nvidia, Taiwan's satellite program, India, Vietnam, M&A market, OLED shipments, and key industries showcased at Computex 2024.

Tech Supply Chain Tracker

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