Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul><li>Humanoid robot development is rapidly advancing with improvements in AI, mobility, and interaction capabilities, exciting progress being made.</li><li>China's cloud service spending expected to surge 20% by 2024, with the country leading the hydrogen race through policies and demand.</li><li>Former TSMC R&amp;D director sheds light on Taiwan chip industry facing geopolitical shifts, reaching a crucial crossroads amidst declining semiconductor market.</li></ul>

Humanoid robot development is rapidly advancing with improvements in AI, mobility, and interaction capabilities, exciting progress being made.China's cloud service spending expected to surge 20% by 2024, with the country leading the hydrogen race through policies and demand.Former TSMC R&amp;D director sheds light on Taiwan chip industry facing geopolitical shifts, reaching a crucial crossroads amidst declining semiconductor market.

Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li>Health insurance / In Depth: China’s struggle to unify localized health insurance</li><li>Diplomat / Chinese embassy in France plays down Ambassador Lu’s remarks on ex-Soviet states</li><li>Sudan / Chinese nationals evacuated from conflict-hit Sudan</li></ul>

Health insurance / In Depth: China’s struggle to unify localized health insuranceDiplomat / Chinese embassy in France plays down Ambassador Lu’s remarks on ex-Soviet statesSudan / Chinese nationals evacuated from conflict-hit Sudan

CX Daily: China’s Struggle to Unify Localized Health Insurance

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Comba Telecom Systems (Comba) has a global customer base including major telecommunication operators such as Vodafone, Ooredoo, Airtel, Telenor, China Mobile, China Telecom, China Unicom, and other major telecommunication equipment providers.</li><li>The company owns over 5,500 patents globally, and offers a comprehensive suite of innovative products and services including base station antennas, network products and wireless transmission services.</li><li>In China, the demand for 5G base station antennas is driven by the deployment of 5G medium-frequency network and stable demand from the 3 largest telecommunication operators in China.</li></ul>

Comba Telecom Systems (Comba) has a global customer base including major telecommunication operators such as Vodafone, Ooredoo, Airtel, Telenor, China Mobile, China Telecom, China Unicom, and other major telecommunication equipment providers.The company owns over 5,500 patents globally, and offers a comprehensive suite of innovative products and services including base station antennas, network products and wireless transmission services.In China, the demand for 5G base station antennas is driven by the deployment of 5G medium-frequency network and stable demand from the 3 largest telecommunication operators in China.

Comba Telecom – Global solutions & service provider of wireless and information communications systems – Lists on SGX

<ul><li>Chinese social media giant Tencent Holdings Ltd. and state telecom operator China Unicom were cleared by the country’s antitrust regulator to set up a joint venture to develop data and cloud-related businesses.</li><li>The new business, one of 15 investment deals that cleared antitrust review Tuesday, will focus on content delivery networks and edge computing.</li><li>The partnership is another tie-up between Tencent and China Unicom after a 2017 investment in which the social media giant acquired a 5.18% stake in the telecom company.</li></ul>

Chinese social media giant Tencent Holdings Ltd. and state telecom operator China Unicom were cleared by the country’s antitrust regulator to set up a joint venture to develop data and cloud-related businesses.The new business, one of 15 investment deals that cleared antitrust review Tuesday, will focus on content delivery networks and edge computing.The partnership is another tie-up between Tencent and China Unicom after a 2017 investment in which the social media giant acquired a 5.18% stake in the telecom company.

Tencent and China Unicom Tie Up in New Joint Venture

Thematic (Sector/Industry)

<ul><li>China has long been known to undertake ambitious projects that seek to move resources right across the country to develop areas critical to the economy. </li><li>Looking to replicate its early successes, Beijing has initiated a similar national resource channeling project. This time around, it is targeting data centers, which are seen by Beijing as critical infrastructure for today’s increasingly digitalized economy.</li><li>The main idea of the plan is to boost data centers in the country’s economically poorer but energy-rich western regions, taking part of the data processing workload currently handled predominantly in eastern facilities, where energy is more expensive.</li></ul>

China has long been known to undertake ambitious projects that seek to move resources right across the country to develop areas critical to the economy. Looking to replicate its early successes, Beijing has initiated a similar national resource channeling project. This time around, it is targeting data centers, which are seen by Beijing as critical infrastructure for today’s increasingly digitalized economy.The main idea of the plan is to boost data centers in the country’s economically poorer but energy-rich western regions, taking part of the data processing workload currently handled predominantly in eastern facilities, where energy is more expensive.

Five Things to Know About China’s Mega East-West Data Center Plan

China

China Telecom Corporation Limited offers wireline telecom services. The Company provides internet access, mobile communications connecting, and other services. China Telecom also offers information consulting services.

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China Telecom (601728 CH)

Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.

Robot development advances with AI, mobility, and interaction improvements; China cloud spending to surge; Polish photonics foundation solidified;...

Tech Supply Chain Tracker

CX Daily: China’s Struggle to Unify Localized Health Insurance

In Depth: China’s struggle to unify localized health insurance. Chinese embassy in France plays down Ambassador Lu’s remarks on ex-Soviet states.

Caixin Global

Comba Telecom – Global solutions & service provider of wireless and information communications systems – Lists on SGX

Comba Telecom Systems (Comba) has a global customer base including major telecommunication operators such as Vodafone, Ooredoo, Airtel, Telenor,...

Singapore Exchange Ltd (SGX)

Tencent and China Unicom Tie Up in New Joint Venture

Chinese social media giant Tencent and state telecom operator China Unicom were cleared by the country’s antitrust regulator to set up a joint...

Caixin Global

Five Things to Know About China’s Mega East-West Data Center Plan

China has long been known to undertake ambitious projects that seek to move resources right across the country to develop areas critical to the...

Caixin Global

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