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>Foxconn benefits from regionalized production with improved efficiency, reduced shipping costs, and better supply chain integration.</li><li>AMEC is confident in their lawsuit against the US Department of Defense, showing strong belief in the merit of their legal case.</li><li>Japan's economy faces uncertainty with financial resources at risk after Kishida's resignation, raising concerns amidst the country's economic landscape and supply chain players cautiously optimistic about AI server boom.</li></ul>

Foxconn benefits from regionalized production with improved efficiency, reduced shipping costs, and better supply chain integration.AMEC is confident in their lawsuit against the US Department of Defense, showing strong belief in the merit of their legal case.Japan's economy faces uncertainty with financial resources at risk after Kishida's resignation, raising concerns amidst the country's economic landscape and supply chain players cautiously optimistic about AI server boom.

Tech Supply Chain Tracker (20-Aug-2024): Regional production helps Foxconn.

<ul><li>Nokia and Foxconn are collaborating to manufacture 5G products in northern Vietnam, potentially boosting the country's tech industry.</li><li>Huawei's entry into the automotive tier-1 market raises questions about its impact on traditional car manufacturers.</li><li>The UK semiconductor industry and Taiwan Semiconductor Manufacturing Company (TSMC) are highlighted at London Tech Week, showcasing their importance in the tech world.</li></ul>

Nokia and Foxconn are collaborating to manufacture 5G products in northern Vietnam, potentially boosting the country's tech industry.Huawei's entry into the automotive tier-1 market raises questions about its impact on traditional car manufacturers.The UK semiconductor industry and Taiwan Semiconductor Manufacturing Company (TSMC) are highlighted at London Tech Week, showcasing their importance in the tech world.

Tech Supply Chain Tracker (15-Jun-2024): 5G products made by Nokia and Foxconn in northern Vietnam.

<ul><li>Foxconn's Hyderabad factory to begin producing Airpods in August, as confirmed by Telangana official. </li><li>Qualcomm CEO backs Arm's forecast of 50% Windows PC market share in 5 years. </li><li>UnaBiz achieves record-breaking 90% accuracy with AI-enabled Wi-Fi geolocation; Nvidia and Foxconn unveil advanced computing center in Taiwan. EU establishes AI office to enforce AI Act. Tower Semi awaits wafer fab approval in India post-elections. Win Semiconductors propelled by mobile phone surge into 2024.</li></ul>

Foxconn's Hyderabad factory to begin producing Airpods in August, as confirmed by Telangana official. Qualcomm CEO backs Arm's forecast of 50% Windows PC market share in 5 years. UnaBiz achieves record-breaking 90% accuracy with AI-enabled Wi-Fi geolocation; Nvidia and Foxconn unveil advanced computing center in Taiwan. EU establishes AI office to enforce AI Act. Tower Semi awaits wafer fab approval in India post-elections. Win Semiconductors propelled by mobile phone surge into 2024.

Tech Supply Chain Tracker (06-Jun-2024): Foxconn Hyderabad factory to make Airpods from August.

<ul><li>SK Hynix leads in next-gen HBM innovation, setting pace with Indian startup FermionIC aiming for market domination.</li><li>AMD releases new processors for data centers and PCs promising improved performance and efficiency with Instinct, Ryzen, and EPYC.</li><li>India partners with Taiwan for semiconductor ecosystem development, while Russia plans to produce 350nm chips with self-developed EUV machines in 2024.</li></ul>

SK Hynix leads in next-gen HBM innovation, setting pace with Indian startup FermionIC aiming for market domination.AMD releases new processors for data centers and PCs promising improved performance and efficiency with Instinct, Ryzen, and EPYC.India partners with Taiwan for semiconductor ecosystem development, while Russia plans to produce 350nm chips with self-developed EUV machines in 2024.

Tech Supply Chain Tracker (04-Jun-2024): Chinese semiconductors & tech.

<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.

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-Aug-2024): Regional production helps Foxconn.

Regionalized production boosts efficiency for Foxconn, AMEC confident in lawsuit, Japan's financial resources in jeopardy, supply chain players...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (15-Jun-2024): 5G products made by Nokia and Foxconn in northern Vietnam.

Nokia and Foxconn are teaming up to produce 5G products in northern Vietnam, while Huawei makes gains in automotive tier-1 and London Tech Week...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Jun-2024): Foxconn Hyderabad factory to make Airpods from August.

Foxconn's Hyderabad factory to produce Airpods; Arm predicts 50% of Windows PC market; UnaBiz achieves 90% accuracy with AI geolocation; Nvidia and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Jun-2024): Chinese semiconductors & tech.

China's semiconductor industry advances as SK Hynix leads in innovation, AMD releases new processors, Indian startup FermionIC aims for market...

Tech Supply Chain Tracker

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

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