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>US blocks TSMC from supplying chips to China, opening up opportunities for Samsung and SMIC due to AI funding and capacity</li><li>India's Tessolve acquires German IC design house and ASE expands to Mexico, increasing market presence post-US election</li><li>Taiwan's tech controls under scrutiny amid Huawei chip controversy; TSMC to ramp up US chip production under Trump's potential second term</li></ul>

US blocks TSMC from supplying chips to China, opening up opportunities for Samsung and SMIC due to AI funding and capacityIndia's Tessolve acquires German IC design house and ASE expands to Mexico, increasing market presence post-US electionTaiwan's tech controls under scrutiny amid Huawei chip controversy; TSMC to ramp up US chip production under Trump's potential second term

Tech Supply Chain Tracker (12-Nov-2024): US stops TSMC supply to China; Samsung, SMIC may step in.

Articles from Caixin Global, Caixin Global

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.

News from Caixin

Cross Asset Strategy

<ul><li>Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co Ltd.</li><li><p>Election / Commentary: What Trump 2.0 will mean for China’s chip industry</p></li><li><p>Shipbuilding / Chinese shipbuilder could soon restart production on back of MSC mega order</p></li></ul>

Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co Ltd.Election / Commentary: What Trump 2.0 will mean for China’s chip industryShipbuilding / Chinese shipbuilder could soon restart production on back of MSC mega order

CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations 

<ul><li>iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.</li><li>Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.</li><li>The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.</li></ul>

iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

<ul><li>Zomato surpasses Q2 expectations but encounters challenges due to high costs of rapid expansion</li><li>Germany's Manufacturing X Initiative transforms industry 4.0 collaboration and innovation</li><li>Taiwan reevaluates nuclear policy as AI-powered energy becomes more prominent; Huawei introduces Harmony OS NEXT</li></ul>

Zomato surpasses Q2 expectations but encounters challenges due to high costs of rapid expansionGermany's Manufacturing X Initiative transforms industry 4.0 collaboration and innovationTaiwan reevaluates nuclear policy as AI-powered energy becomes more prominent; Huawei introduces Harmony OS NEXT

Tech Supply Chain Tracker (25-Oct-2024): Zomato beats expectations in Q2, faces high expansion costs.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.</li><li>Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.</li><li>Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.</li></ul>

Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

China

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

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Xiaomi Corp (1810 HK)

Tech Supply Chain Tracker (12-Nov-2024): US stops TSMC supply to China; Samsung, SMIC may step in.

US blocks TSMC from supplying chips to China, Samsung and SMIC could step in; Tessolve acquires German IC design house, ASE expands to Mexico,...

Tech Supply Chain Tracker

CX Daily: Evergrande Life Executives Go Missing Amid Probes Into Financial Violations

Probe / Evergrande Life executives go missing amid probes into financial violations Evergrande Life Assurance Co. Ltd. , the insurance arm of the...

Caixin Global

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Oct-2024): Zomato beats expectations in Q2, faces high expansion costs.

Zomato posts impressive Q2 results but struggles with high expansion costs; Germany's Manufacturing X Initiative shakes up industry collaboration;...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Foxconn boosts SDV for smart car growth, Intel seeks help from Samsung in foundry market competition, Nvidia partners with India on custom chip,...

Tech Supply Chain Tracker

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