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>Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.</li><li>Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.</li><li>TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.</li></ul>

Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

<ul><li>Liquid cooling market expected to double by 2025, but industry shakeout predicted by Auras chair.</li><li>Apple plans to ship over 9 million units of OLED iPad Pro, aiming to boost its market presence.</li><li>South Korea aims to enhance its IC design sector, currently holding just a 1% share of the global market.</li></ul>

Liquid cooling market expected to double by 2025, but industry shakeout predicted by Auras chair.Apple plans to ship over 9 million units of OLED iPad Pro, aiming to boost its market presence.South Korea aims to enhance its IC design sector, currently holding just a 1% share of the global market.

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of May 24th which has an aggregated holding worth USD4,408.0bn.</li>
<li>We estimate that foreign flows to be inflows of USD5,709mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek, E.Sun Financial, Eva Airways, Ctbc Financial, Novatek, Sinopac Fncl.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of May 24th which has an aggregated holding worth USD4,408.0bn.
We estimate that foreign flows to be inflows of USD5,709mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek, E.Sun Financial, Eva Airways, Ctbc Financial, Novatek, Sinopac Fncl.


TWSE Foreign Holding Weekly (May 24th): TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek, E.Sun Financial

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

<ul>
<li>TSMC's Latest 2024E Industry Guidance Provided at Symposium in Taiwan</li>
<li>More Potential Details on Nvidia &amp; Mediatek's AI PC Chip to Compete with Qualcomm &amp; Intel</li>
<li>Samsung's HBM DRAM Chips Face Challenges in Meeting Nvidia's AI Requirements</li>
</ul>


TSMC's Latest 2024E Industry Guidance Provided at Symposium in Taiwan
More Potential Details on Nvidia &amp; Mediatek's AI PC Chip to Compete with Qualcomm &amp; Intel
Samsung's HBM DRAM Chips Face Challenges in Meeting Nvidia's AI Requirements


Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead

Taiwan Tech Focused Senior Analyst

Patrick Liao

Vanguard Intl Semiconductor / Equity Bottom-Up

<ul>
<li>Vanguard should declare to established 12" Fab in Singapore within 2014.</li>
<li>Vanguard is likely to announce the establishment of 2 sets of 12" fabs in the next 6 months.  </li>
<li>China is expanding 28/22nm and above technologies, and we believe it's more appropriate for Vanguard to compete with others rather than TSMC.</li>
</ul>


Vanguard should declare to established 12" Fab in Singapore within 2014.
Vanguard is likely to announce the establishment of 2 sets of 12" fabs in the next 6 months.  
China is expanding 28/22nm and above technologies, and we believe it's more appropriate for Vanguard to compete with others rather than TSMC.


Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

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.

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Taiwan Semiconductor (TSMC) (2330 TT)

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

Samsung aims for 1,000-layer 3D NAND by 2030, while showcasing innovation with 16-layer 3D DRAM, Lenovo targets global market with AI PCs, and TSMC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...

Tech Supply Chain Tracker

TWSE Foreign Holding Weekly (May 24th): TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek, E.Sun Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead

TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...

Vincent Fernando, CFA

Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.

Patrick Liao

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Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

Samsung aims for 1,000-layer 3D NAND by 2030, while showcasing innovation with 16-layer 3D DRAM, Lenovo targets global market with AI PCs, and TSMC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...

Tech Supply Chain Tracker

TWSE Foreign Holding Weekly (May 24th): TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek, E.Sun Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Lite-On Tech, Umc, Hon Hai, Mediatek,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead

​TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...

Vincent Fernando, CFA

Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

​Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.

Patrick Liao

TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...

Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.