bullish
Tech Supply Chain Tracker (05-Jul-2024): S. Korea boosts EDA competitiveness.
SUMMARY
- South Korea is prioritizing enhancing its EDA competitiveness to stay ahead in the technological race.
- China is focusing on consolidating promising chip firms while doubling the terminations of IPOs to control the market.
- Commodity DRAM and NAND chip prices are stalling due to slow demand recovery, affecting Taiwanese companies and PanelSemi's development of mini LEDs. Vietnam PM strengthens South Korea relations and secures investments in display production and clean energy. Taiwan is aiming to lead in floating wind technology with a projected global investment of EUR250 billion by 2035.
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