Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>LGD plans to invest $1B to expand OLED module production in Vietnam, signaling a commitment to growth in the technology sector.</li><li>Wolfspeed makes a bold move by firing CEO in response to slowdown in the electric vehicle industry, showing a willingness to adapt to market changes.</li><li>MiTAC introduces AIoT innovations for smarter cities and transportation, demonstrating a focus on advancing technology for the future.</li></ul>

LGD plans to invest $1B to expand OLED module production in Vietnam, signaling a commitment to growth in the technology sector.Wolfspeed makes a bold move by firing CEO in response to slowdown in the electric vehicle industry, showing a willingness to adapt to market changes.MiTAC introduces AIoT innovations for smarter cities and transportation, demonstrating a focus on advancing technology for the future.

Tech Supply Chain Tracker (20-Nov-2024): LGD invests $1B in Vietnam OLED production.

<ul><li>Foxconn's reforms at Sharp result in significant profit growth in 2Q24.</li><li>Taiwan supply chains brace for impact of Trump's imminent global tariffs.</li><li>Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.</li></ul>

Foxconn's reforms at Sharp result in significant profit growth in 2Q24.Taiwan supply chains brace for impact of Trump's imminent global tariffs.Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

<ul><li>Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.</li><li>Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.</li><li>Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.</li></ul>

Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

<ul><li>Foxconn increases investments in Zhengzhou, shifting focus to electric vehicles from phones.</li><li>Home solar energy storage options becoming more affordable with incentives.</li><li>Luxgen's N7 LR deliveries to start in November, Hikvision's RD department facing layoffs.</li></ul>

Foxconn increases investments in Zhengzhou, shifting focus to electric vehicles from phones.Home solar energy storage options becoming more affordable with incentives.Luxgen's N7 LR deliveries to start in November, Hikvision's RD department facing layoffs.

Tech Supply Chain Tracker (15-Oct-2024): Foxconn doubles down on Zhengzhou investments.

<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.

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 (20-Nov-2024): LGD invests $1B in Vietnam OLED production.

Companies such as LGD, MiTAC, Micron, and Foxconn make strategic moves in AI, IoT, and chip production while Samsung and YMTC Zhitai compete in the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

Foxconn's reforms lead to Sharp's profit growth, Taiwan braces for Trump's tariffs, Nokia and Dixon start manufacturing in India, Apple boosts...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Foxconn boosts SDV for smart car growth, Intel seeks help from Samsung in foundry market competition, Nvidia partners with India on custom chip,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (15-Oct-2024): Foxconn doubles down on Zhengzhou investments.

Foxconn invests more in China for electric vehicles, Formosa Smart Energy innovates storage with solid-state batteries, India aims to be...

Tech Supply Chain Tracker

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

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