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>Speculation of a Qualcomm-Intel deal diminishes, while Japan boosts semiconductor subsidies to benefit Rapidus, with further support anticipated.</li><li>China's semiconductor industry growth poses a threat to South Korean companies, prompting Samsung to weigh integration of ChatGPT, sparking concerns over its Google partnership.</li><li>Hiwin bolsters its robotics presence by partnering with Boston Dynamics, expanding its influence in the industry, as India eyes doubling 5G subscriptions by 2030.</li></ul>

Speculation of a Qualcomm-Intel deal diminishes, while Japan boosts semiconductor subsidies to benefit Rapidus, with further support anticipated.China's semiconductor industry growth poses a threat to South Korean companies, prompting Samsung to weigh integration of ChatGPT, sparking concerns over its Google partnership.Hiwin bolsters its robotics presence by partnering with Boston Dynamics, expanding its influence in the industry, as India eyes doubling 5G subscriptions by 2030.

Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.

<ul><li>Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.</li><li>TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.</li><li>MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.</li></ul>

Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.

Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update

<ul>
<li>Microsoft's China AI teams relocate due to US rules, focusing on Wi-Fi 7 development for improved connectivity and performance.</li>
<li>Amazon's stake in Alchip suggests potential synergy in AI tech and expanded market reach, while Kymco launches eco-friendly e-scooter.</li>
<li>Tencent Cloud partners with BRI and Hi Cloud Indo for banking innovation, while Veolia opens first regeneration plant in China for sustainable water treatment. Tron Future secures funding for counter-drone tech.</li>
</ul>


Microsoft's China AI teams relocate due to US rules, focusing on Wi-Fi 7 development for improved connectivity and performance.
Amazon's stake in Alchip suggests potential synergy in AI tech and expanded market reach, while Kymco launches eco-friendly e-scooter.
Tencent Cloud partners with BRI and Hi Cloud Indo for banking innovation, while Veolia opens first regeneration plant in China for sustainable water treatment. Tron Future secures funding for counter-drone tech.


Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due to US restrictions.

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Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li>In Depth: How SoftBank wrestled back control of Arm China</li><li>Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules</li><li>Charts of the Day: China’s trade deficit with Russia balloons</li></ul>

In Depth: How SoftBank wrestled back control of Arm ChinaAnalysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rulesCharts of the Day: China’s trade deficit with Russia balloons

CX Daily: How SoftBank Wrestled Back Control of Arm China

Research from Tech in Asia, Tech in Asia

Tech in Asia

Research from Tech in Asia

Private Capital Markets

<h2>Tech in Asia Weekly Wrap</h2>
Every week we bring to you a weekly wrap with a short selection of top news on tech goings-on
In this week's weekly wrap we cover:
<ul>
<li>Ola to hire 10,000 people for used-car platform</li>
<li>Grab Financial expands offerings to SMBs in ecommerce push</li>
</ul>

Tech in Asia Weekly Wrap
Every week we bring to you a weekly wrap with a short selection of top news on tech goings-on
In this week's weekly wrap we cover:

Ola to hire 10,000 people for used-car platform
Grab Financial expands offerings to SMBs in ecommerce push


Japan

SoftBank Group Corp. provides telecommunication services. The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.

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Softbank Group (9984 JP)

Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.

Qualcomm-Intel deal speculation fades, Japan increases semiconductor subsidies, China's industry threatens South Korea, ChatGPT integration...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update

October 2024 update: Strong notebook shipments, LED orders rising, TSMC advancing technology, MiTAC plans to diversify, SMIC driving China's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due to US restrictions.

Microsoft AI teams relocating, Wi-Fi 7 advancements, Amazon's stake in Alchip, Kymco e-scooter launch, Tencent Cloud partnership, Veolia's...

Tech Supply Chain Tracker

CX Daily: How SoftBank Wrestled Back Control of Arm China

In Depth: How SoftBank wrestled back control of Arm China. Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules

Caixin Global

Weekly Wrap: Ola & Grab Financial

Every week we bring to you a weekly wrap with a short selection of top news on tech goings-on. In this week's weekly wrap we cover: Ola & Grab...

Tech in Asia

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