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>LG Innotek sees record 2Q24 results from iPhone 15 sales, while Tesla and Nvidia vie for top spot in autonomous driving tech.</li><li>US bans Chinese EVs, EU examines high taxes, prompting potential semiconductor strategy changes in South Korea and Taiwan post-US election.</li><li>Amkor receives CHIPS Act incentives, Huawei sues MediaTek in China as YMTC anticipates chip demand, India's iVP Semi targets local market. Taiwan diversifies workforce with ASEAN talent.</li></ul>

LG Innotek sees record 2Q24 results from iPhone 15 sales, while Tesla and Nvidia vie for top spot in autonomous driving tech.US bans Chinese EVs, EU examines high taxes, prompting potential semiconductor strategy changes in South Korea and Taiwan post-US election.Amkor receives CHIPS Act incentives, Huawei sues MediaTek in China as YMTC anticipates chip demand, India's iVP Semi targets local market. Taiwan diversifies workforce with ASEAN talent.

Tech Supply Chain Tracker (30-Jul-2024): LG Innotek's record 2Q24 driven by iPhone 15 boom.

<ul><li>Smart mobility is driving up demand for parking spaces, raising concerns about the availability and sustainability of parking infrastructure in urban areas.</li><li>Silverstone's high-tech innovations are extending beyond the racing industry, impacting various sectors with its advancements and technological breakthroughs.</li><li>Challenges faced by generative AI, including limited data, resource constraints, and material shortages like copper, are causing bottlenecks in the development and adoption of this technology.</li></ul>

Smart mobility is driving up demand for parking spaces, raising concerns about the availability and sustainability of parking infrastructure in urban areas.Silverstone's high-tech innovations are extending beyond the racing industry, impacting various sectors with its advancements and technological breakthroughs.Challenges faced by generative AI, including limited data, resource constraints, and material shortages like copper, are causing bottlenecks in the development and adoption of this technology.

Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.

South Korea

LG Innotek Co., Ltd. develops and produces cellular phone parts such as mini vibration motors, LCD modules, light emitting diode (LED), camera modules, protection circuit modules. The Company also manufactures liquid crystal displays (LCD) and plasma display panels (PDP) parts such as inverters, intelligent power modules, multi chip modules, and tuners.

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Lg Innotek (011070 KS)

Tech Supply Chain Tracker (30-Jul-2024): LG Innotek's record 2Q24 driven by iPhone 15 boom.

LG Innotek's record results driven by iPhone 15 sales, Tesla and Nvidia battle for autonomous driving, US bans Chinese EVs, EU cautious on taxes,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.

Smart mobility raises concerns about parking infrastructure, Silverstone drives innovation across industries, generative AI faces challenges,...

Tech Supply Chain Tracker

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