Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Foxconn benefits from regionalized production with improved efficiency, reduced shipping costs, and better supply chain integration.</li><li>AMEC is confident in their lawsuit against the US Department of Defense, showing strong belief in the merit of their legal case.</li><li>Japan's economy faces uncertainty with financial resources at risk after Kishida's resignation, raising concerns amidst the country's economic landscape and supply chain players cautiously optimistic about AI server boom.</li></ul>

Foxconn benefits from regionalized production with improved efficiency, reduced shipping costs, and better supply chain integration.AMEC is confident in their lawsuit against the US Department of Defense, showing strong belief in the merit of their legal case.Japan's economy faces uncertainty with financial resources at risk after Kishida's resignation, raising concerns amidst the country's economic landscape and supply chain players cautiously optimistic about AI server boom.

Tech Supply Chain Tracker (20-Aug-2024): Regional production helps Foxconn.

Blackcow Food Co Ltd A / Equity Bottom-Up

<ul><li>Taiwan plans to release offshore wind regulations by 3Q24, boosting the renewable energy sector's growth and investment opportunities.</li><li>Chinese investment in 8.6G OLED technology is boosting the South Korean display equipment industry, leading to potential economic growth.</li><li>VinFast's Indian factory may open earlier than expected, while mobile device suppliers show interest in using edge AI to enhance the market.</li></ul>

Taiwan plans to release offshore wind regulations by 3Q24, boosting the renewable energy sector's growth and investment opportunities.Chinese investment in 8.6G OLED technology is boosting the South Korean display equipment industry, leading to potential economic growth.VinFast's Indian factory may open earlier than expected, while mobile device suppliers show interest in using edge AI to enhance the market.

Tech Supply Chain Tracker (04-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Advanced Process Systems / Equity Bottom-Up

<ul><li>Taiwan set to release offshore wind regulations by 3Q24, opening doors for growth and innovation in the industry.</li><li>China's significant investment in OLED technology boosts South Korean display equipment sector, creating opportunities for growth.</li><li>Telecoms facing challenges with slow 5G adoption, pushing them to adapt and transform strategies to overcome obstacles.</li></ul>

Taiwan set to release offshore wind regulations by 3Q24, opening doors for growth and innovation in the industry.China's significant investment in OLED technology boosts South Korean display equipment sector, creating opportunities for growth.Telecoms facing challenges with slow 5G adoption, pushing them to adapt and transform strategies to overcome obstacles.

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

<ul><li>Foxconn's Hyderabad factory to begin producing Airpods in August, as confirmed by Telangana official. </li><li>Qualcomm CEO backs Arm's forecast of 50% Windows PC market share in 5 years. </li><li>UnaBiz achieves record-breaking 90% accuracy with AI-enabled Wi-Fi geolocation; Nvidia and Foxconn unveil advanced computing center in Taiwan. EU establishes AI office to enforce AI Act. Tower Semi awaits wafer fab approval in India post-elections. Win Semiconductors propelled by mobile phone surge into 2024.</li></ul>

Foxconn's Hyderabad factory to begin producing Airpods in August, as confirmed by Telangana official. Qualcomm CEO backs Arm's forecast of 50% Windows PC market share in 5 years. UnaBiz achieves record-breaking 90% accuracy with AI-enabled Wi-Fi geolocation; Nvidia and Foxconn unveil advanced computing center in Taiwan. EU establishes AI office to enforce AI Act. Tower Semi awaits wafer fab approval in India post-elections. Win Semiconductors propelled by mobile phone surge into 2024.

Tech Supply Chain Tracker (06-Jun-2024): Foxconn Hyderabad factory to make Airpods from August.

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul><li>EVs and smart driving systems in China's car market impacted by price competition, leading to changes in industry dynamics.</li><li>Blue carbon uncertainties could hinder progress towards achieving net-zero goals, says scientist, highlighting need for further research.</li><li>Indian solar firm reducing dependence on Chinese imports for solar components to enhance self-sufficiency, aiming for greater control over supply chain.</li></ul>

EVs and smart driving systems in China's car market impacted by price competition, leading to changes in industry dynamics.Blue carbon uncertainties could hinder progress towards achieving net-zero goals, says scientist, highlighting need for further research.Indian solar firm reducing dependence on Chinese imports for solar components to enhance self-sufficiency, aiming for greater control over supply chain.

Tech Supply Chain Tracker (21-May-2024): EVs and smart driving tech hit by Chinese car market price war.

Taiwan

Pegatron Corp is a design, manufacturing and service company. The Company produces motherboards, desktop PCs, notebooks, broadband, wireless systems, game consoles, networking, multimedia, LCD TV, and more.

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Pegatron Corp (4938 TT)

Tech Supply Chain Tracker (20-Aug-2024): Regional production helps Foxconn.

Regionalized production boosts efficiency for Foxconn, AMEC confident in lawsuit, Japan's financial resources in jeopardy, supply chain players...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Taiwan progresses in offshore wind regulations, while collaborations with Poland advance in photonics; China's OLED investment benefits South...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Taiwan to release offshore wind regulations, Poland-Taiwan industrial cooperation, China's OLED investment, VinFast factory in India, edge AI...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Jun-2024): Foxconn Hyderabad factory to make Airpods from August.

Foxconn's Hyderabad factory to produce Airpods; Arm predicts 50% of Windows PC market; UnaBiz achieves 90% accuracy with AI geolocation; Nvidia and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-May-2024): EVs and smart driving tech hit by Chinese car market price war.

Price competition impacts EVs and smart driving systems in China; blue carbon uncertainties challenge net-zero goals; AI PCs face obstacles; Indian...

Tech Supply Chain Tracker

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