US Battery and Solar Investments, One Year After, Part I
We view the US having a vigorous and healthy battery reshoring initiative. contributed by battery's relatively flat supply chain and the technology...
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Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024
May 2024 notebook shipment update, Tesla's production issues benefit South Korean battery makers, AI technology in e-bikes, Axelera AI secures $68M...
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SMFG Cross-Shareholding - At Least US$17bn of Cross-Shareholding to Sell, Planning to Speed It Up
Following up on our earlier cross-shareholding notes, in this note we look at Sumitomo Mitsui Financial Group (8316 JP) cross-shareholding. SMFG...
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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...
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SK Group's Restructuring Plans for SK IET and an Earnings Shock for SK IET in 1Q 2024
SK Innovation may sell its controlling stake in SK IE Technology according to Maekyung Daily. SK IET also had an earnings shock in 1Q 2024....
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