Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

<ul><li>Merck to establish new advanced materials center in Japan, expanding global presence in innovative materials science field.</li><li>Global smartphones market projected to see growth in 3Q 2024, suggesting sustained demand and continuous innovation in tech sector.</li><li>US government unveils quadrennial supply chain review to enhance national security and boost domestic production, with focus on semiconductor manufacturing.</li></ul>

Merck to establish new advanced materials center in Japan, expanding global presence in innovative materials science field.Global smartphones market projected to see growth in 3Q 2024, suggesting sustained demand and continuous innovation in tech sector.US government unveils quadrennial supply chain review to enhance national security and boost domestic production, with focus on semiconductor manufacturing.

Tech Supply Chain Tracker (21-Dec-2024): Merck opens new materials center in Japan.

Wistron Corporation manufactures and markets notebook computers, personal computers, and other related information products.

<ul><li>China leads the battery materials market as South Korea's Posco considers exiting, while Lotte gears up for mass production of LFP batteries.</li><li>Rapidus focuses on installing EUV equipment for multiple units deployment amidst industry challenges, while Micron sees record data center sales but misses guidance targets.</li><li>Nvidia eyes Taiwan for humanoid robot assembly, Japan enters 2nm chip race alongside Samsung, Intel, and TSMC amid supply chain obstacles.</li></ul>

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.

Tech Supply Chain Tracker (20-Dec-2024): China leads battery materials, Posco Future M exits, Lotte eyes LFP production.

XPeng Inc. designs, produces, and distributes electric vehicles. The Company designs, develops, manufactures and markets smart smart electric vehicles, as well as finance, parts, and maintenance services. XPeng serves customers in China.

<ul><li>XPeng and Nio abandon Nvidia Thor chip over delays, impacting production schedules and development timelines.</li><li>Wistron set to establish new plant in Vietnam in 2025, with potential expansion of current facilities, boosting local economy.</li><li>MSI launches made-in-India notebooks as part of market expansion strategy, tapping into growing demand for tech products in the region.</li></ul>

XPeng and Nio abandon Nvidia Thor chip over delays, impacting production schedules and development timelines.Wistron set to establish new plant in Vietnam in 2025, with potential expansion of current facilities, boosting local economy.MSI launches made-in-India notebooks as part of market expansion strategy, tapping into growing demand for tech products in the region.

Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.

MITSUI & CO., LTD. is a general trading company.  The Company has operating groups including Iron and Steel, Non-Ferrous Metals, Machinery, Chemicals, Foods, Energy, Textiles, and General Merchandise.  Mitsui also operates real estate and overseas development projects.

<ul><li>German government approves financing for TSMC's fab in Dresden, boosting semiconductor production in Europe.</li><li>Kaynes Semi secures anchor customer in power electronics, bolstering its position in the market.</li><li>Suchi Semicon opens Gujarat's first OSAT facility; Google appoints new India head to advance AI technology.</li></ul>

German government approves financing for TSMC's fab in Dresden, boosting semiconductor production in Europe.Kaynes Semi secures anchor customer in power electronics, bolstering its position in the market.Suchi Semicon opens Gujarat's first OSAT facility; Google appoints new India head to advance AI technology.

Tech Supply Chain Tracker (18-Dec-2024): German gov funds TSMC's Dresden fab.

International Business Machines / Equity Bottom-Up

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

<ul><li>TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.</li><li>South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.</li><li>TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.</li></ul>

TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

Tech Supply Chain Tracker
Tracking developments across tech supply chains
• Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Dec-2024): Merck opens new materials center in Japan.

Merck to build advanced materials center in Japan, global smartphone market to grow in 3Q 2024, US gov't releases supply chain review, SK Hynix...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (20-Dec-2024): China leads battery materials, Posco Future M exits, Lotte eyes LFP production.

China leads battery materials market, Posco Future M may exit, Lotte to mass produce LFP batteries, Rapidus adopts EUV, Micron posts record sales...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.

XPeng and Nio switch from Nvidia Thor chip, Wistron to open new plant in Vietnam, MSI introduces Indian-made notebooks, Honda and Nissan mull...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (18-Dec-2024): German gov funds TSMC's Dresden fab.

German gov backs TSMC's fab in Dresden, Kaynes Semi gains anchor customer, Suchi Semicon opens OSAT facility in Gujarat, Google appoints new head...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

TCL chair ready for tri-fold smartphone launch, FuriosaAI enters AI chip race, TSMC Kumamoto fab preps for 2024 production, India imports more...

Tech Supply Chain Tracker