bearish
Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.
SUMMARY
- Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.
- BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.
- Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.
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