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>US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.</li><li>Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.</li><li>Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.</li></ul>

US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

<ul><li>Nvidia's Blackwell rack design overheating issues causing potential shipment delays</li><li>AMD leading server market in 3Q24, Intel fighting back in PC market </li><li>Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.</li></ul>

Nvidia's Blackwell rack design overheating issues causing potential shipment delaysAMD leading server market in 3Q24, Intel fighting back in PC market Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

<ul><li>SE Asia &amp; India deploying semi supply chains for efficiency &amp; cost reduction, with focus shifting to automotive &amp; mobile ventures.</li><li>Taiwan leveraging strong semiconductor industry to attract foreign students &amp; enhance industry leadership. </li><li>Wiwynn suing Musk's X over unpaid server bills, UK reassessing semiconductor strategy amid US &amp; China influence. Apple's Foxconn to manufacture iPhone Pro in India, AMD entering AI market with $4.9 billion investment. TSMC building EUR10B fab in Dresden to boost semiconductor industry.</li></ul>

SE Asia &amp; India deploying semi supply chains for efficiency &amp; cost reduction, with focus shifting to automotive &amp; mobile ventures.Taiwan leveraging strong semiconductor industry to attract foreign students &amp; enhance industry leadership. Wiwynn suing Musk's X over unpaid server bills, UK reassessing semiconductor strategy amid US &amp; China influence. Apple's Foxconn to manufacture iPhone Pro in India, AMD entering AI market with $4.9 billion investment. TSMC building EUR10B fab in Dresden to boost semiconductor industry.

Tech Supply Chain Tracker (22-Aug-2024): SE Asia & India semi supply chains deployment

Research on International Stock Ideas, Value Punks

Value Punks

Research on International Stock Ideas

Value Punks’ mission is to deliver institutional-grade research on international stock ideas in a digestible, reader-friendly format.

At Value Punks, we blend our background in traditional value-investing with an openness to embrace a constantly and rapidly evolving investment and business landscape.

Institutional-Grade Research

<ul><li>Xiaomi has an ambitious goal to surpass Samsung to become the #1 smartphone brand in the world (shipment basis) by 2024.</li><li>We believe Xiaomi is less like the “Apple of China” and more like the “Costco of smartphones”. We explore the key aspects of this business model, including services monetization and an ecosystem strategy leveraging an “investment + incubation” model.</li><li>Most investors seems to understand Xiaomi’s market share growth story, but may yet be underappreciating its monetization potential</li></ul>

Xiaomi has an ambitious goal to surpass Samsung to become the #1 smartphone brand in the world (shipment basis) by 2024.We believe Xiaomi is less like the “Apple of China” and more like the “Costco of smartphones”. We explore the key aspects of this business model, including services monetization and an ecosystem strategy leveraging an “investment + incubation” model.Most investors seems to understand Xiaomi’s market share growth story, but may yet be underappreciating its monetization potential

International Business Machines / Equity Bottom-Up

<ul><li>TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.</li><li>South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.</li><li>TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.</li></ul>

TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

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 (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.

Nvidia facing delays due to overheating issues, AMD dominates server market, Trump's tariff impact on Chinese EV makers, Huawei and Xiaomi lead...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Aug-2024): SE Asia & India semi supply chains deployment

SE Asia, India, Taiwan, UK, and US focus on semiconductor industry growth and competition, with companies like Xiaomi, Foxconn, AMD, TSMC, and...

Tech Supply Chain Tracker

Deep Dive: Xiaomi (XIACY, 1810 HKG)

Xiaomi has an ambitious goal to surpass Samsung to become the #1 smartphone brand in the world (shipment basis) by 2024.

Value Punks

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

TCL chair ready for tri-fold smartphone launch, FuriosaAI enters AI chip race, TSMC Kumamoto fab preps for 2024 production, India imports more...

Tech Supply Chain Tracker

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