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>Hyundai is competing against the US and China in the global autonomous vehicle market, trying to keep up with the latest technological developments.</li><li>Tesla's new Robotaxi and self-driving bus have been unveiled, but doubts linger about whether they will be commercially successful in the long run.</li><li>TsangYow is planning for growth as Asian markets recover, with a Malaysian plant set to launch in 2027. HK startups are utilizing AI for growth in education and tourism sectors.</li></ul>

Hyundai is competing against the US and China in the global autonomous vehicle market, trying to keep up with the latest technological developments.Tesla's new Robotaxi and self-driving bus have been unveiled, but doubts linger about whether they will be commercially successful in the long run.TsangYow is planning for growth as Asian markets recover, with a Malaysian plant set to launch in 2027. HK startups are utilizing AI for growth in education and tourism sectors.

Tech Supply Chain Tracker (17-Oct-2024): Hyundai races to catch up in global AV competition.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.</li><li>Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.</li><li>Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.</li></ul>

E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

<ul><li>Global semiconductor sales saw a 40% rise in Americas in July, with Acer hitting record highs in India and Indonesia.</li><li>Foxconn is reviewing a European semiconductor plant and investing in technology, as SEMI CEO calls for 10-20 wafer fabs in India.</li><li>Semiconductor giants reveal sustainability plans at Semicon Taiwan 2024, while ASE forms SiPhIA consortium for advancements in silicon photonics. UK auto industry embraces net-zero amid EV revolution, and China's leading AI chip unicorn faces revenue decline despite sector growth.</li></ul>

Global semiconductor sales saw a 40% rise in Americas in July, with Acer hitting record highs in India and Indonesia.Foxconn is reviewing a European semiconductor plant and investing in technology, as SEMI CEO calls for 10-20 wafer fabs in India.Semiconductor giants reveal sustainability plans at Semicon Taiwan 2024, while ASE forms SiPhIA consortium for advancements in silicon photonics. UK auto industry embraces net-zero amid EV revolution, and China's leading AI chip unicorn faces revenue decline despite sector growth.

Tech Supply Chain Tracker (07-Sep-2024): Global semiconductor sales up in July; Americas surge 40%

<ul><li>Samsung's foundry service growth is driven by AI, HPC, and automotive sectors, showcasing a diverse and promising market strategy.</li><li>Meta is set to launch glasses-like MR device in 2027, aiming to revolutionize the way we interact with technology and the digital world.</li><li>Global OSAT industry is projected to experience significant growth by 2024, fueled by increasing demand for testing and packaging services in the semiconductor market.</li></ul>

Samsung's foundry service growth is driven by AI, HPC, and automotive sectors, showcasing a diverse and promising market strategy.Meta is set to launch glasses-like MR device in 2027, aiming to revolutionize the way we interact with technology and the digital world.Global OSAT industry is projected to experience significant growth by 2024, fueled by increasing demand for testing and packaging services in the semiconductor market.

Tech Supply Chain Tracker (31-Aug-2024): Samsung's growth depends on AI, HPC, autos.

<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.

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 (17-Oct-2024): Hyundai races to catch up in global AV competition.

Hyundai, Tesla, TsangYow, Foxconn, L&T Semicon, and Samsung make moves in autonomous vehicles, AI, energy markets, and labor disputes.

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Sep-2024): Global semiconductor sales up in July; Americas surge 40%

Global semiconductor sales up, Acer hits record highs in India/Indonesia, Foxconn eyeing Europe plant, SEMI CEO pushes for fabs in India, giants...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (31-Aug-2024): Samsung's growth depends on AI, HPC, autos.

Samsung's foundry service growth relies on AI, HPC, and automotive sectors, Meta developing glasses-like MR device set for 2027 launch, projected...

Tech Supply Chain Tracker

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

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