bearish
Tech Supply Chain Tracker (30-Jul-2024): LG Innotek's record 2Q24 driven by iPhone 15 boom.
SUMMARY
- LG Innotek sees record 2Q24 results from iPhone 15 sales, while Tesla and Nvidia vie for top spot in autonomous driving tech.
- US bans Chinese EVs, EU examines high taxes, prompting potential semiconductor strategy changes in South Korea and Taiwan post-US election.
- Amkor receives CHIPS Act incentives, Huawei sues MediaTek in China as YMTC anticipates chip demand, India's iVP Semi targets local market. Taiwan diversifies workforce with ASEAN talent.
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