bullish
Tech Supply Chain Tracker (03-Sep-2024): Supply chain shifts in ASEAN post China
SUMMARY
- Post-China supply chain reevaluation in ASEAN offers strategic shifts and growth opportunities for businesses.
- Peak season does not improve 3Q24 memory spot pricing, with overall market trends remaining stable.
- Generative AI market set to reach $1.5T by 2030, with Taiwan leading in hardware development; software & services also show promising future growth.
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