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>Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.</li>
<li>Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.</li>
<li>ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.</li>
</ul>


Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.
Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.
ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.


Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

ASE Technology Holding   / Equity Bottom-Up

<ul><li>CoWoS packaging meets global demand for advanced technology, with efficient design for integration.</li><li>Taiwan reveals breakthrough in tiny quantum computer technology, impacting the tech industry.</li><li>LGES secures multi-billion deal with Mercedes-Benz for EV batteries, boosting electric vehicle industry.</li></ul>

CoWoS packaging meets global demand for advanced technology, with efficient design for integration.Taiwan reveals breakthrough in tiny quantum computer technology, impacting the tech industry.LGES secures multi-billion deal with Mercedes-Benz for EV batteries, boosting electric vehicle industry.

Tech Supply Chain Tracker (18-Oct-2024): CoWoS packaging global capacity

<ul><li>APAC offshore wind market faces regional competition as Typhoon Krathon spurs AI models to compete for accurate forecasting.</li><li>Ford Lio Ho revamps Kuga lineup in Taiwan's SUV market post-Krathon, focusing on supply chain resilience amid labor strikes and geopolitical tensions.</li><li>Hyundai Motor plans ambitious battery production strategy while DIGITIMES Research forecasts significant growth in global and Taiwan AI healthcare markets from 2023 to 2030.</li></ul>

APAC offshore wind market faces regional competition as Typhoon Krathon spurs AI models to compete for accurate forecasting.Ford Lio Ho revamps Kuga lineup in Taiwan's SUV market post-Krathon, focusing on supply chain resilience amid labor strikes and geopolitical tensions.Hyundai Motor plans ambitious battery production strategy while DIGITIMES Research forecasts significant growth in global and Taiwan AI healthcare markets from 2023 to 2030.

Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.

<ul><li>CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.</li><li>Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.</li><li>Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.</li></ul>

CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

<ul><li>UMC Singapore fab is in the process of moving in new equipment to enhance its production capabilities.</li><li>Japan has a target of manufacturing 12 million software-defined vehicles by the year 2030.</li><li>India continues to enforce import restrictions on IT products, impacting the sector's growth and development. Power HV brings advanced technology to transformer monitoring in the energy industry for increased reliability.</li></ul>

UMC Singapore fab is in the process of moving in new equipment to enhance its production capabilities.Japan has a target of manufacturing 12 million software-defined vehicles by the year 2030.India continues to enforce import restrictions on IT products, impacting the sector's growth and development. Power HV brings advanced technology to transformer monitoring in the energy industry for increased reliability.

Tech Supply Chain Tracker (23-May-2024): UMC begins move-in at Singapore fab.

Japan

Honda Motor Co., Ltd. develops, manufactures, and distributes motorcycles, automobiles, and power products such as generators and farm machinery. The Company also operates a financial credit business.  Honda Motor has manufacturing facilities in the US, Canada, the UK, France, Italy, Spain, Brazil, Mexico, India, and Thailand.

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Honda Motor Co Ltd (Adr) (HMC US)

Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (18-Oct-2024): CoWoS packaging global capacity

Taiwan's technological advancements in quantum computing, electric vehicles, and AI servers present promising opportunities for growth and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.

APAC offshore wind market faces competition, Typhoon Krathon sparks battle among AI models. Taiwan's Ford Lio Ho ups SUV lineup, supply chain...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

CoSAI partners with tech giants, car interfaces embrace knobs, Apple opposes Tata-Vivo, Biden supports CHIPS Act, Micron ships 9th-gen NAND, Taiwan...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-May-2024): UMC begins move-in at Singapore fab.

UMC Singapore prepares for new equipment, Japan targets software-defined vehicles, India limits IT product imports, Power HV transforms transformer...

Tech Supply Chain Tracker

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