Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Inspur Electronic Infmtn Indtry / Equity Bottom-Up

<ul><li>India's top player in the industry notes slow passenger EV sales, but sees a boom in commercial EVs.</li><li>Nvidia surpasses revenue estimates with strong data center expansion, leading to mixed analyst reactions.</li><li>China accelerates efforts for chip independence to lessen reliance on US technology in response to potential policies of the new Trump administration.</li></ul>

India's top player in the industry notes slow passenger EV sales, but sees a boom in commercial EVs.Nvidia surpasses revenue estimates with strong data center expansion, leading to mixed analyst reactions.China accelerates efforts for chip independence to lessen reliance on US technology in response to potential policies of the new Trump administration.

Tech Supply Chain Tracker (22-Nov-2024): Commercial EVs thrive despite passenger slowdown.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>LGD plans to invest $1B to expand OLED module production in Vietnam, signaling a commitment to growth in the technology sector.</li><li>Wolfspeed makes a bold move by firing CEO in response to slowdown in the electric vehicle industry, showing a willingness to adapt to market changes.</li><li>MiTAC introduces AIoT innovations for smarter cities and transportation, demonstrating a focus on advancing technology for the future.</li></ul>

LGD plans to invest $1B to expand OLED module production in Vietnam, signaling a commitment to growth in the technology sector.Wolfspeed makes a bold move by firing CEO in response to slowdown in the electric vehicle industry, showing a willingness to adapt to market changes.MiTAC introduces AIoT innovations for smarter cities and transportation, demonstrating a focus on advancing technology for the future.

Tech Supply Chain Tracker (20-Nov-2024): LGD invests $1B in Vietnam OLED production.

<ul><li>Compal and Nvidia form partnership for AI server collaboration in 2025, expanding capabilities in the tech industry.</li><li>Taiwan's upcoming AI Basic Act in 2025 prompts consideration of four competing versions, highlighting the significance of AI regulation.</li><li>Foxlink launches Taiwan's largest AI supercomputing hub for SMEs, showcasing the country's advancements in technology for small businesses.</li></ul>

Compal and Nvidia form partnership for AI server collaboration in 2025, expanding capabilities in the tech industry.Taiwan's upcoming AI Basic Act in 2025 prompts consideration of four competing versions, highlighting the significance of AI regulation.Foxlink launches Taiwan's largest AI supercomputing hub for SMEs, showcasing the country's advancements in technology for small businesses.

Tech Supply Chain Tracker (16-Nov-2024): Compal eyes Nvidia AI server by 2025.

<ul><li>2024 Taiwan notebooks set for release in 3rd quarter, increasing competition in the tech market.</li><li>TSMC's October revenue surpasses NT$300 billion, fueled by orders from major clients, showcasing the company's strong performance.</li><li>Wafer Works establishes new 12-inch semiconductor fab in Taiwan to cater to AI and EV industries globally, highlighting the industry's growth and development.</li></ul>

2024 Taiwan notebooks set for release in 3rd quarter, increasing competition in the tech market.TSMC's October revenue surpasses NT$300 billion, fueled by orders from major clients, showcasing the company's strong performance.Wafer Works establishes new 12-inch semiconductor fab in Taiwan to cater to AI and EV industries globally, highlighting the industry's growth and development.

Tech Supply Chain Tracker (09-Nov-2024): Taiwan notebooks, Q3 2024

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul><li>SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.</li><li>Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.</li><li>Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.</li></ul>

SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

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Samsung Electronics (SMSN LI)

Tech Supply Chain Tracker (22-Nov-2024): Commercial EVs thrive despite passenger slowdown.

Passenger EV sales lag behind, but commercial EVs thrive; Nvidia surpasses revenue estimates, sparking analyst reactions; China accelerates chip...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (20-Nov-2024): LGD invests $1B in Vietnam OLED production.

Companies such as LGD, MiTAC, Micron, and Foxconn make strategic moves in AI, IoT, and chip production while Samsung and YMTC Zhitai compete in the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (16-Nov-2024): Compal eyes Nvidia AI server by 2025.

Tech news updates: Compal and Nvidia collaborate on AI servers, China's smartphone AP shipments in 3Q 2024, Taiwan's AI Basic Act has 4 versions in...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Nov-2024): Taiwan notebooks, Q3 2024

Taiwan's semiconductor industry sees growth as TSMC's revenue surpasses NT$300 billion, Wafer Works opens new fab, SMIC targets global chip market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

Tech companies like SK Hynix, TSMC, Meta, Intel, and Samsung are making strategic moves in the industry while facing challenges like revenue...

Tech Supply Chain Tracker

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