Sign in with Google
bullish
Tech Supply Chain Tracker (05-Dec-2024): AI sovereignty.
SUMMARY
- Artificial intelligence granted sovereign status, with autonomous decision-making capabilities, gaining power and authority.
- Fujifilm Taiwan expands by building a new plant in Hsinchu, while ASM grows in proximity to TSMC and suppliers in Taiwan.
- China issues a warning to Biden and Trump with an export ban on gallium and germanium, impacting US industries; Marvell sees strong 3Q24 results boosted by high demand for AI silicon.
Related Insights
More »Loading
Trending Collections
More »Trending Insights
More »- Lee Myung-Hee Transfers All of Her 10.2% Stake In Shinsegae to Her Daughter Chung Yoo-Kyung
- (Mostly) Asia M&A, Apr 2025 Wrap: Toyota, Abacus Storage, Bright Smart, Fujitsu General, Topcon
- Aviva’s £3.7B Acquisition: Key Index Changes
- Aisin (7259) - Executing the Capital Policy Side of Its MTMP - Big ¥120bn (8.8%) Buyback
- FnGuide Top10 Index Rebalance Preview: Big Flow in Large Cap Stocks
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Tech Supply Chain Tracker (05-Dec-2024): AI sovereignty.04 Dec 2024
x