Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul><li>TSMC and government cyber security measures are discussed at Security Summit, highlighting the importance of protecting sensitive data.</li><li>Experts advise diligence and patience for Taiwan's B5G satellite program as it encounters obstacles, emphasizing the need for strategic planning.</li><li>Japan's diamond semiconductor technology expected to be applied practically by 2025-2030, showing promising advancements in semiconductor industry.</li></ul>

TSMC and government cyber security measures are discussed at Security Summit, highlighting the importance of protecting sensitive data.Experts advise diligence and patience for Taiwan's B5G satellite program as it encounters obstacles, emphasizing the need for strategic planning.Japan's diamond semiconductor technology expected to be applied practically by 2025-2030, showing promising advancements in semiconductor industry.

Tech Supply Chain Tracker (28-Sep-2024): Security Summit covers TSMC, gov cyber sec

<ul><li>Global auto and EV sales in 2024 are heavily impacted by supply chain resilience, as emphasized by Cenex CEO Robert Evans.</li><li>Silicon Saxony in the EU is attracting global players with EUR50 billion investments, positioning itself as a semiconductor hub.</li><li>Chinese game developers are pushing AI boundaries by developing NPCs to virtual societies, while Samsung offers aggressive discounts in the US to compete with Apple's Korea strategy in 3Q24.</li></ul>

Global auto and EV sales in 2024 are heavily impacted by supply chain resilience, as emphasized by Cenex CEO Robert Evans.Silicon Saxony in the EU is attracting global players with EUR50 billion investments, positioning itself as a semiconductor hub.Chinese game developers are pushing AI boundaries by developing NPCs to virtual societies, while Samsung offers aggressive discounts in the US to compete with Apple's Korea strategy in 3Q24.

Tech Supply Chain Tracker (14-Sep-2024): Global auto and EV sales: 2024.

<ul><li>Former TSMC R&amp;D director Konrad Young advocates for a partnership between Taiwan and the UK in quantum technology.</li><li>Chinese car brands attract young Thai consumers with innovative smart cockpit features, winning over the market.</li><li>Xiaomi implements strategic changes in India after a decade of entering the market, adapting to new trends and demands.</li></ul>

Former TSMC R&amp;D director Konrad Young advocates for a partnership between Taiwan and the UK in quantum technology.Chinese car brands attract young Thai consumers with innovative smart cockpit features, winning over the market.Xiaomi implements strategic changes in India after a decade of entering the market, adapting to new trends and demands.

Tech Supply Chain Tracker (25-Jun-2024): Konrad Young pushes Taiwan-UK collab in quantum tech

<ul><li>Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.</li><li>MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.</li><li>Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.</li></ul>

Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

<ul><li>Pompeo advises Taiwan to innovate constantly in chip industry to maintain dominance and not be complacent.</li><li>LG Energy Solutions may surpass Panasonic in launching mass production of 46800 batteries, a significant development in the industry.</li><li>Canadian startup CEMWorks is positioning itself as a key player in semiconductors, 5G, and AI with its simulation tool. SDC and LGD lead OLED monitor market with fast growth and gaming focus. China's internet giants see 1Q24 revenue soar thanks to AI technology.</li></ul>

Pompeo advises Taiwan to innovate constantly in chip industry to maintain dominance and not be complacent.LG Energy Solutions may surpass Panasonic in launching mass production of 46800 batteries, a significant development in the industry.Canadian startup CEMWorks is positioning itself as a key player in semiconductors, 5G, and AI with its simulation tool. SDC and LGD lead OLED monitor market with fast growth and gaming focus. China's internet giants see 1Q24 revenue soar thanks to AI technology.

Tech Supply Chain Tracker (22-May-2024): Pompeo urges Taiwan to innovate for chip dominance.

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Taiwan Semiconductor (TSMC) (2330 TT)

Tech Supply Chain Tracker (28-Sep-2024): Security Summit covers TSMC, gov cyber sec

Security Summit covers TSMC and government cyber security, Taiwan's B5G program faces challenges, Japan's diamond semiconductors coming by 2025, UK...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Sep-2024): Global auto and EV sales: 2024.

Global auto and EV sales projected for 2024; Chinese game devs push AI boundaries, while Silicon Saxony attracts investment, and EV development...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Jun-2024): Konrad Young pushes Taiwan-UK collab in quantum tech

Konrad Young advocates for Taiwan-UK quantum tech partnership, Chinese car brands captivate Thai buyers, Xiaomi adapts strategy in India, Microsoft...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

Intel, MediaTek, Nvidia, Taiwan's satellite program, India, Vietnam, M&A market, OLED shipments, and key industries showcased at Computex 2024.

Tech Supply Chain Tracker

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...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)