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>Nvidia's Blackwell rack design overheating issues causing potential shipment delays</li><li>AMD leading server market in 3Q24, Intel fighting back in PC market </li><li>Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.</li></ul>

Nvidia's Blackwell rack design overheating issues causing potential shipment delaysAMD leading server market in 3Q24, Intel fighting back in PC market Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Foxconn's reforms at Sharp result in significant profit growth in 2Q24.</li><li>Taiwan supply chains brace for impact of Trump's imminent global tariffs.</li><li>Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.</li></ul>

Foxconn's reforms at Sharp result in significant profit growth in 2Q24.Taiwan supply chains brace for impact of Trump's imminent global tariffs.Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

<ul><li>Polish semiconductor suppliers are gearing up for SEMICON Taiwan 2024, showcasing their capabilities and technologies on an international platform.</li><li>Kaynes in India is continuing its investment and commitment to Telangana, highlighting its dedication to the region despite recent project approvals in Gujarat.</li><li>The sales success of Black Myth: Wukong in China's gaming market has the potential to create significant disruption, with Google also rumored to be planning a major data center in Vietnam. Broadcomm's purchase of VMware signals a strategic growth move with synergies. Tamil Nadu's partnership with US companies aims to boost the manufacturing industry, positioning the region as a hub for production.</li></ul>

Polish semiconductor suppliers are gearing up for SEMICON Taiwan 2024, showcasing their capabilities and technologies on an international platform.Kaynes in India is continuing its investment and commitment to Telangana, highlighting its dedication to the region despite recent project approvals in Gujarat.The sales success of Black Myth: Wukong in China's gaming market has the potential to create significant disruption, with Google also rumored to be planning a major data center in Vietnam. Broadcomm's purchase of VMware signals a strategic growth move with synergies. Tamil Nadu's partnership with US companies aims to boost the manufacturing industry, positioning the region as a hub for production.

Tech Supply Chain Tracker (04-Sep-2024): Polish suppliers prepare for SEMICON Taiwan 2024

<ul><li>Nokia and Foxconn are collaborating to manufacture 5G products in northern Vietnam, potentially boosting the country's tech industry.</li><li>Huawei's entry into the automotive tier-1 market raises questions about its impact on traditional car manufacturers.</li><li>The UK semiconductor industry and Taiwan Semiconductor Manufacturing Company (TSMC) are highlighted at London Tech Week, showcasing their importance in the tech world.</li></ul>

Nokia and Foxconn are collaborating to manufacture 5G products in northern Vietnam, potentially boosting the country's tech industry.Huawei's entry into the automotive tier-1 market raises questions about its impact on traditional car manufacturers.The UK semiconductor industry and Taiwan Semiconductor Manufacturing Company (TSMC) are highlighted at London Tech Week, showcasing their importance in the tech world.

Tech Supply Chain Tracker (15-Jun-2024): 5G products made by Nokia and Foxconn in northern Vietnam.

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Cross Asset Strategy

<ul><li>Economy / Cover Story: Can China pull its economy out of a deflationary nosedive?</li><li><p>China-U.S. /: China, U.S. agriculture heads restart dialogue on cooperation after eight-year hiatus</p></li><li><p>Personnel /: Chinese sovereign wealth fund CIC to promote new president, sources say</p></li></ul>

Economy / Cover Story: Can China pull its economy out of a deflationary nosedive?China-U.S. /: China, U.S. agriculture heads restart dialogue on cooperation after eight-year hiatusPersonnel /: Chinese sovereign wealth fund CIC to promote new president, sources say

CX Daily: Can China Pull Its Economy Out of a Deflationary Nosedive? 

Finland

Nokia Oyj is a global communications company. The Company produces a broad range of technological devices and software, and operates networks, sales ,and communication channels worldwide.

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Nokia Oyj (NOK US)

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Nvidia facing delays due to overheating issues, AMD dominates server market, Trump's tariff impact on Chinese EV makers, Huawei and Xiaomi lead...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

Foxconn's reforms lead to Sharp's profit growth, Taiwan braces for Trump's tariffs, Nokia and Dixon start manufacturing in India, Apple boosts...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Sep-2024): Polish suppliers prepare for SEMICON Taiwan 2024

Semiconductor industry news includes preparations for SEMICON Taiwan 2024, Kaynes staying committed to Telangana, Black Myth: Wukong's anticipated...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (15-Jun-2024): 5G products made by Nokia and Foxconn in northern Vietnam.

Nokia and Foxconn are teaming up to produce 5G products in northern Vietnam, while Huawei makes gains in automotive tier-1 and London Tech Week...

Tech Supply Chain Tracker

CX Daily: Can China Pull Its Economy Out of a Deflationary Nosedive?

Economy / Cover Story: Can China pull its economy out of a deflationary nosedive? China’s economy ended 2023 having experienced a patchy...

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