bearish
Tech Supply Chain Tracker (10-Aug-2024): TSMC breaks records with record July orders.
SUMMARY
- TSMC achieves record-breaking performance in July thanks to high demand from key clients like Apple, Intel, and Nvidia.
- Chang Wah Electromaterials appoints new CEO and plans a major US$100M expansion in Malaysia through CWTC.
- South Korean micro LED component makers target the backplane market with AI-driven AR and VR technologies gaining popularity, while Taiwan's PCB sector faces sustainability challenges in Southeast Asia.
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