bullish
Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update
SUMMARY
- Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.
- TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.
- MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.
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