bullish
Tech Supply Chain Tracker (20-Dec-2024): China leads battery materials, Posco Future M exits, Lotte eyes LFP production.
SUMMARY
- China leads the battery materials market as South Korea's Posco considers exiting, while Lotte gears up for mass production of LFP batteries.
- Rapidus focuses on installing EUV equipment for multiple units deployment amidst industry challenges, while Micron sees record data center sales but misses guidance targets.
- Nvidia eyes Taiwan for humanoid robot assembly, Japan enters 2nm chip race alongside Samsung, Intel, and TSMC amid supply chain obstacles.
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