Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.</li><li>Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.</li><li>LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.</li></ul>

China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

<ul><li>iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.</li><li>Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.</li><li>The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.</li></ul>

iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

<ul><li>Taiwan's carbon fee policy is being challenged by local and EU regulations, impacting their offshore wind goals.</li><li>Europe's data center capacity shortage for the AI race is causing concerns in the region.</li><li>Samsung's Galaxy Tab S10 series now includes MediaTek chips, bringing new capabilities to the familiar design.</li></ul>

Taiwan's carbon fee policy is being challenged by local and EU regulations, impacting their offshore wind goals.Europe's data center capacity shortage for the AI race is causing concerns in the region.Samsung's Galaxy Tab S10 series now includes MediaTek chips, bringing new capabilities to the familiar design.

Tech Supply Chain Tracker (03-Oct-2024): Taiwan's carbon fee faces challenges from local, EU regs.

<ul><li>Taiwan's energy policy is challenged by EU pressure on localizing offshore wind, hindering progress in renewable energy development.</li><li>Recycling technology is repurposing electronic waste components like substrates and circuit boards, reducing environmental impact and promoting sustainability.</li><li>Google implements DataGemma to improve accuracy in their hallucination-proofing LLM system, using Data Commons for enhanced performance.</li></ul>

Taiwan's energy policy is challenged by EU pressure on localizing offshore wind, hindering progress in renewable energy development.Recycling technology is repurposing electronic waste components like substrates and circuit boards, reducing environmental impact and promoting sustainability.Google implements DataGemma to improve accuracy in their hallucination-proofing LLM system, using Data Commons for enhanced performance.

Tech Supply Chain Tracker (24-Sep-2024): Taiwan's energy policy faces EU pressure on localization.

<ul><li>Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.</li><li>Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?</li><li>E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.</li></ul>

Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.

Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.

Taiwan

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

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Mediatek Inc (2454 TT)

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

China's smartphone market grows in 3Q 2024, Lam Research expands, LG restructures focus, BYD plans cuts, Qualcomm and MediaTek diverge, Nvidia...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Oct-2024): Taiwan's carbon fee faces challenges from local, EU regs.

Taiwan's carbon fee policy faces challenges from local and EU regulations, while Europe's data centers lack capacity for AI race, impacting...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Sep-2024): Taiwan's energy policy faces EU pressure on localization.

Taiwan's energy policy faces hurdles, Google refurbs e-waste with recycling tech, Qualcomm & MediaTek battle in 3nm SoC, Tata boosts semiconductor...

Tech Supply Chain Tracker

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Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

China's smartphone market grows in 3Q 2024, Lam Research expands, LG restructures focus, BYD plans cuts, Qualcomm and MediaTek diverge, Nvidia...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Oct-2024): Taiwan's carbon fee faces challenges from local, EU regs.

Taiwan's carbon fee policy faces challenges from local and EU regulations, while Europe's data centers lack capacity for AI race, impacting...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Sep-2024): Taiwan's energy policy faces EU pressure on localization.

Taiwan's energy policy faces hurdles, Google refurbs e-waste with recycling tech, Qualcomm & MediaTek battle in 3nm SoC, Tata boosts semiconductor...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.

Gold Apollo denies role in Lebanon pager blasts; Taiwan's MOEA confirms pager assembly in Taiwan; Taiwan's wafer foundry industry growth in 3Q...

Tech Supply Chain Tracker