bullish
Tech Supply Chain Tracker (23-Aug-2024): Silicon Shield 2.0: supply chain security & diplomacy.
SUMMARY
- Silicon Shield 2.0 involves managing risks and building partnerships to secure supply chains in today's economic landscape.
- AMD collaborates with ZT System engineers to simplify rising AI system complexity, enhancing efficiency and productivity.
- Foxconn leverages AI server trading models to increase profits, while Taiwan's president calls for regional de-risking and trade partnerships to adapt to supply chain shifts. #Taiwan #trade #partnerships #supplychain. Innodisk's AI revenue surpasses 20%, foreseeing growth in revenue and profit in the second half of 2024. SK Hynix's revenue doubles in the US and China, attributed to increased AI demand in the first half of 2024. TSMC's new fab in Germany is expected to generate jobs and enhance wafer ecosystems in Europe.
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