bearish
Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.
SUMMARY
- Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.
- Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?
- E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.
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