Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul><li>Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.</li><li>MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.</li><li>Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.</li></ul>

Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

<ul><li>Liquid cooling market expected to double by 2025, but industry shakeout predicted by Auras chair.</li><li>Apple plans to ship over 9 million units of OLED iPad Pro, aiming to boost its market presence.</li><li>South Korea aims to enhance its IC design sector, currently holding just a 1% share of the global market.</li></ul>

Liquid cooling market expected to double by 2025, but industry shakeout predicted by Auras chair.Apple plans to ship over 9 million units of OLED iPad Pro, aiming to boost its market presence.South Korea aims to enhance its IC design sector, currently holding just a 1% share of the global market.

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

<ul><li>Pompeo advises Taiwan to innovate constantly in chip industry to maintain dominance and not be complacent.</li><li>LG Energy Solutions may surpass Panasonic in launching mass production of 46800 batteries, a significant development in the industry.</li><li>Canadian startup CEMWorks is positioning itself as a key player in semiconductors, 5G, and AI with its simulation tool. SDC and LGD lead OLED monitor market with fast growth and gaming focus. China's internet giants see 1Q24 revenue soar thanks to AI technology.</li></ul>

Pompeo advises Taiwan to innovate constantly in chip industry to maintain dominance and not be complacent.LG Energy Solutions may surpass Panasonic in launching mass production of 46800 batteries, a significant development in the industry.Canadian startup CEMWorks is positioning itself as a key player in semiconductors, 5G, and AI with its simulation tool. SDC and LGD lead OLED monitor market with fast growth and gaming focus. China's internet giants see 1Q24 revenue soar thanks to AI technology.

Tech Supply Chain Tracker (22-May-2024): Pompeo urges Taiwan to innovate for chip dominance.

<ul>
<li>China's smartphone market saw growth in 1Q 2024, with increased shipments of OLED panels indicating potential for LG.</li>
<li>Panasonic's battery unit received US subsidy but faces weak EV demand, potentially hurting sales.</li>
<li>Concerns rise as tech giants invest in AI infrastructure, with focus on consolidation, data privacy, and potential misuse of power.</li>
</ul>


China's smartphone market saw growth in 1Q 2024, with increased shipments of OLED panels indicating potential for LG.
Panasonic's battery unit received US subsidy but faces weak EV demand, potentially hurting sales.
Concerns rise as tech giants invest in AI infrastructure, with focus on consolidation, data privacy, and potential misuse of power.


Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024

<ul><li>Samsung and LG are launching new gaming and AI-focused monitors to take advantage of the recovering market.</li><li>Tata Elxsi is collaborating with Arm on self-driving vehicle solutions, while Saudi fund considers cutting ties with China for US chips and AI.</li><li>Samsung and SK Hynix are competing in the HBM market, driven by demand for high-bandwidth memory solutions. Toyota plans to invest JPY2 trillion in supply chain, EV, and SDV, with Tata making progress in semiconductor manufacturing.</li></ul>

Samsung and LG are launching new gaming and AI-focused monitors to take advantage of the recovering market.Tata Elxsi is collaborating with Arm on self-driving vehicle solutions, while Saudi fund considers cutting ties with China for US chips and AI.Samsung and SK Hynix are competing in the HBM market, driven by demand for high-bandwidth memory solutions. Toyota plans to invest JPY2 trillion in supply chain, EV, and SDV, with Tata making progress in semiconductor manufacturing.

Tech Supply Chain Tracker (10-May-2024): Samsung and LG launch new gaming/ AI monitors in market recovery.

South Korea

LG Display Company Ltd. develops and manufactures digital display products. The Company's products include thin film transistor-liquid crystal displays (TFT-LCD) for notebook and desktop computer monitors, TVs, and mobile phones. LG Display provides its products to overseas and domestic markets.

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LG Display (ADR) (LPL US)

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

Intel, MediaTek, Nvidia, Taiwan's satellite program, India, Vietnam, M&A market, OLED shipments, and key industries showcased at Computex 2024.

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-May-2024): Pompeo urges Taiwan to innovate for chip dominance.

Pompeo urges Taiwan to innovate in chips, LGES to surpass Panasonic in battery production, CEMWorks aims to excel in semiconductors, SDC and LGD...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024

China's smartphone market grows in 1Q 2024, LG competes with Samsung in OLED panels, Panasonic's battery unit receives subsidy, tech giants invest...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-May-2024): Samsung and LG launch new gaming/ AI monitors in market recovery.

Samsung, LG, Tata, Arm, Saudi fund, SK Hynix, and Toyota are all making strategic moves in gaming monitors, self-driving vehicles, semiconductor...

Tech Supply Chain Tracker

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