Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

International Business Machines / Equity Bottom-Up

<ul><li>TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.</li><li>South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.</li><li>TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.</li></ul>

TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

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>International Business Machines Corporation (IBM) recently reviewed its third quarter financial performance for 2024, reflecting a mixed outcome with strengths in software and weaknesses in consulting due to macroeconomic challenges.</li><li>The company is strategically poised with its extensive focus on hybrid cloud and artificial intelligence, elements that remain central to its growth and client engagement strategies.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

International Business Machines Corporation (IBM) recently reviewed its third quarter financial performance for 2024, reflecting a mixed outcome with strengths in software and weaknesses in consulting due to macroeconomic challenges.The company is strategically poised with its extensive focus on hybrid cloud and artificial intelligence, elements that remain central to its growth and client engagement strategies.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

International Business Machines (IBM): Tackling The  Shifting Competitive Landscape & Erosion of Switching Costs! - Major Drivers

<ul><li>Liquid cooling solutions for AI servers are evolving rapidly to provide more efficient and effective cooling for high-performance computing needs.</li><li>L&amp;T Semicon in India plans to mass produce its first chip within the next two years, showing growth and innovation in the semiconductor industry.</li><li>Taiwan is focusing on modular, intelligent, and collaborative robotics solutions for niche markets, with a shift away from humanoids in its approach to robotics.</li></ul>

Liquid cooling solutions for AI servers are evolving rapidly to provide more efficient and effective cooling for high-performance computing needs.L&amp;T Semicon in India plans to mass produce its first chip within the next two years, showing growth and innovation in the semiconductor industry.Taiwan is focusing on modular, intelligent, and collaborative robotics solutions for niche markets, with a shift away from humanoids in its approach to robotics.

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>IBM Corp. is shutting down two major research and development (R&amp;D) units in China, amid declining business in the country and mirroring a broader trend of U.S. tech firms scaling back their presence in China.</li><li>The units affected by the pullback are IBM’s China Development Lab (CDL) and China Systems Lab (CSL), both established in 1999.</li><li>CDL, which focused on application software development, has more than 1,000 employees, while CSL, which focused on system development such as mainframe database, has a team of 695, one IBM worker told Caixin.</li></ul>

IBM Corp. is shutting down two major research and development (R&amp;D) units in China, amid declining business in the country and mirroring a broader trend of U.S. tech firms scaling back their presence in China.The units affected by the pullback are IBM’s China Development Lab (CDL) and China Systems Lab (CSL), both established in 1999.CDL, which focused on application software development, has more than 1,000 employees, while CSL, which focused on system development such as mainframe database, has a team of 695, one IBM worker told Caixin.

IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S. Firm 

<ul><li>International Business Machines Corporation (IBM) recently discussed its financial outcomes for the second quarter of 2024, presenting a mix of strengths and areas for improvement that inform its current investment thesis.</li><li>IBM's leadership emphasized robust performance in their Software and Infrastructure segments, demonstrating significant revenue growth fueled by continuous innovations in artificial intelligence (AI) and hybrid cloud technologies.</li><li>However, the Consulting segment showed weaker dynamics, reflecting a more cautious spending environment among clients regarding discretionary projects.</li></ul>

International Business Machines Corporation (IBM) recently discussed its financial outcomes for the second quarter of 2024, presenting a mix of strengths and areas for improvement that inform its current investment thesis.IBM's leadership emphasized robust performance in their Software and Infrastructure segments, demonstrating significant revenue growth fueled by continuous innovations in artificial intelligence (AI) and hybrid cloud technologies.However, the Consulting segment showed weaker dynamics, reflecting a more cautious spending environment among clients regarding discretionary projects.

International Business Machines (IBM): Will Their Hybrid Cloud and AI Investments Pay Off? - Major Drivers

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

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International Business Machines (IBM US)

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

TCL chair ready for tri-fold smartphone launch, FuriosaAI enters AI chip race, TSMC Kumamoto fab preps for 2024 production, India imports more...

Tech Supply Chain Tracker

International Business Machines (IBM): Tackling The Shifting Competitive Landscape & Erosion of Switching Costs! - Major Drivers

International Business Machines Corporation (IBM) recently reviewed its third quarter financial performance for 2024, reflecting a mixed outcome...

Baptista Research

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

Liquid cooling solutions for AI servers are evolving rapidly, L&T Semicon plans mass production of first chip, Win Win Precision excels in solar...

Tech Supply Chain Tracker

IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S. Firm

IBM Corp. is shutting down two major research and development (R&D) units in China, amid declining business in the country and mirroring a...

Caixin Global

International Business Machines (IBM): Will Their Hybrid Cloud and AI Investments Pay Off? - Major Drivers

International Business Machines Corporation (IBM) recently discussed its financial outcomes for the second quarter of 2024, presenting a mix of...

Baptista Research

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