bearish
Tech Supply Chain Tracker (31-Dec-2024): GB200 NVL shipments to rise with KYEC's capex boost.
SUMMARY
- GB200 NVL shipments expected to increase as KYEC boosts capital expenditure, impacting notebook shipments in November 2024.
- Taiwan wafer foundry industry developments in 4Q 2024 to be discussed at TSMC investor meeting, focusing on company outlook and new US tariff policies.
- South Korea's acceleration of Yongin semiconductor complex aims to establish global chip leadership, attracting key industry players amidst global semiconductor shifts and US-China chip sector investigation; Taiwan targets AI growth with SEMI's Indian Semiconductor Academy plan.
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