bullish
Tech Supply Chain Tracker (02-May-2024): Global changes affect Taiwan-China relations; business strategies evolve.
SUMMARY
- Geopolitical shifts are impacting Taiwanese businesses in China, leading to strategic adjustments and shifts in orders to specialty IC foundries.
- CHPT anticipates a surge in probe card orders in the second half of 2024, while SK Hynix expects high demand for HBM in 2025 with production nearly sold out.
- Meredot's technology allows for micromobility vehicles and robots to charge wirelessly simultaneously, while Taiwan's Compal will have its first foreign CEO in the electronics industry.
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