bullish
Tech Supply Chain Tracker (08-Nov-2024): AZ & Taiwan strengthen aerospace, defense partnerships.
SUMMARY
- Arizona and Taiwan are deepening aerospace and defense partnerships to support local supply chains in response to increasing demand. #partnership #aerospace #defense
- The drone market is seeing growth primarily driven by service applications, rather than hardware. India's Sahasra Semiconductor is recruiting expat experts and gearing up for a customer launch later this year.
- Huawei is reportedly offering triple salaries to attract engineers from TSMC, while Toyota suppliers are revising their forecasts due to sluggish sales and reduced production. Apple is in talks with Indonesia for a manufacturing investment to address an iPhone ban, and Taiwan's Micro LED industry must innovate quickly to keep pace with OLED advancements.
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