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>South Korean battery makers stand to benefit from Tesla's production issues with 46800 cells, boosting profitability in May 2024.</li><li>STMicro and Panasonic Cycle Tech team up to introduce AI technology in e-bikes, making safety enhancements more affordable and accessible.</li><li>Axelera AI secures US$68 million for global expansion in AI, recognizing computing as the new currency and focusing on growth in the tech industry.</li></ul>

South Korean battery makers stand to benefit from Tesla's production issues with 46800 cells, boosting profitability in May 2024.STMicro and Panasonic Cycle Tech team up to introduce AI technology in e-bikes, making safety enhancements more affordable and accessible.Axelera AI secures US$68 million for global expansion in AI, recognizing computing as the new currency and focusing on growth in the tech industry.

Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Dell Technologies Inc's stock price crashed after a disappointing set of earnings.</li><li>The company reported its first quarter results for the fiscal year 2025, highlighting a 6% increase in revenue to $22.2 billion.</li><li>The revenue growth was attributed to remarkable growth in servers and a return to growth in the commercial PC business.</li></ul>

Dell Technologies Inc's stock price crashed after a disappointing set of earnings.The company reported its first quarter results for the fiscal year 2025, highlighting a 6% increase in revenue to $22.2 billion.The revenue growth was attributed to remarkable growth in servers and a return to growth in the commercial PC business.

Dell Technologies: A Disappointing Performance But Can Accelerated Adoption of Artificial Intelligence Solutions Catalyze Future Growth? - Major Drivers

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>Apple Increasing Chip Orders with TSMC -- Expecting iPhone 16 Sales to be Much Stronger Than iPhone 15 Thanks to AI</li>
<li>Google Said to be Shifting to TSMC from Samsung for Next Generation AI Mobile Phone Chips</li>
<li>This June 28th piece appears to be timely -- Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive</li>
</ul>


Apple Increasing Chip Orders with TSMC -- Expecting iPhone 16 Sales to be Much Stronger Than iPhone 15 Thanks to AI
Google Said to be Shifting to TSMC from Samsung for Next Generation AI Mobile Phone Chips
This June 28th piece appears to be timely -- Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive


Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

<ul><li>As per the recent earnings, Dell Technologies Inc.</li><li>marked a revenue of $88.4 billion for the Fiscal Year 2024.</li><li>The result reflects a decrease from the company's previous year's revenue growth; however, Dell's operating income was $7.7 billion, and its Earnings Per Share was $7.13, reflecting disciplined financial management.</li></ul>

As per the recent earnings, Dell Technologies Inc.marked a revenue of $88.4 billion for the Fiscal Year 2024.The result reflects a decrease from the company's previous year's revenue growth; however, Dell's operating income was $7.7 billion, and its Earnings Per Share was $7.13, reflecting disciplined financial management.

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

<ul>
<li>Dell and HP's latest results indicate an improving PC industry environment in 2H23E, though weaker than expected China demand has softened initial expectations.</li>
<li>A key take-away is that a major AI PC upgrade cycle is indeed on the horizon, with additional clarity now provided as to when and how it will unfold.</li>
<li>A 'step-change' AI PC upgrade cycle will make the strength of the current near-term cycle recovery less relevant, and isn't yet priced-in by the market.</li>
</ul>


Dell and HP's latest results indicate an improving PC industry environment in 2H23E, though weaker than expected China demand has softened initial expectations.
A key take-away is that a major AI PC upgrade cycle is indeed on the horizon, with additional clarity now provided as to when and how it will unfold.
A 'step-change' AI PC upgrade cycle will make the strength of the current near-term cycle recovery less relevant, and isn't yet priced-in by the market.


Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave

United States

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

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Dell Technologies (DELL US)

Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024

May 2024 notebook shipment update, Tesla's production issues benefit South Korean battery makers, AI technology in e-bikes, Axelera AI secures $68M...

Tech Supply Chain Tracker

Dell Technologies: A Disappointing Performance But Can Accelerated Adoption of Artificial Intelligence Solutions Catalyze Future Growth? - Major Drivers

Dell Technologies Inc's stock price crashed after a disappointing set of earnings. The company reported its first quarter results for the fiscal...

Baptista Research

Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...

Vincent Fernando, CFA

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

As per the recent earnings, Dell Technologies Inc. marked a revenue of $88.4 billion for the Fiscal Year 2024. The result reflects a decrease from...

Baptista Research

Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave

A 'step-change' AI PC upgrade cycle will make the strength of the current near-term cycle recovery less relevant, and isn't yet priced-in by the...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024

May 2024 notebook shipment update, Tesla's production issues benefit South Korean battery makers, AI technology in e-bikes, Axelera AI secures $68M...

Tech Supply Chain Tracker

Dell Technologies: A Disappointing Performance But Can Accelerated Adoption of Artificial Intelligence Solutions Catalyze Future Growth? - Major Drivers

Dell Technologies Inc's stock price crashed after a disappointing set of earnings. The company reported its first quarter results for the fiscal...

Baptista Research

Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

​Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...

Vincent Fernando, CFA

Dell Technologies: How Is The Rising Artificial Intelligence (AI) Demand Impacting Its Performance? - Major Drivers

As per the recent earnings, Dell Technologies Inc. marked a revenue of $88.4 billion for the Fiscal Year 2024. The result reflects a decrease from...

Baptista Research

Recent Dell & HP Results Provide Additional Clarity on Coming AI PC Wave

A 'step-change' AI PC upgrade cycle will make the strength of the current near-term cycle recovery less relevant, and isn't yet priced-in by the...

Vincent Fernando, CFA

Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...