Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

SAIC Motor Corporation Ltd., through joint ventures, manufactures and markets automobiles and related parts and accessories.

<ul><li>Arm shifts focus to AI hardware, software, and ecosystem development beyond semiconductors.</li><li>Chinese state CRC acquires JCET, while Intel faces five crises with CEO departure.</li><li>Brightek partners with SiPhIA for automotive opportunities, as Chinese EV makers and European auto layoffs impact global supply chains.</li></ul>

Arm shifts focus to AI hardware, software, and ecosystem development beyond semiconductors.Chinese state CRC acquires JCET, while Intel faces five crises with CEO departure.Brightek partners with SiPhIA for automotive opportunities, as Chinese EV makers and European auto layoffs impact global supply chains.

Tech Supply Chain Tracker (04-Dec-2024): Arm targets AI hardware, software, ecosystem.

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

<ul><li>Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.</li><li>TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.</li><li>MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.</li></ul>

Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.

Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update

SoftBank Group Corp. provides telecommunication services. The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.

<ul><li>Speculation of a Qualcomm-Intel deal diminishes, while Japan boosts semiconductor subsidies to benefit Rapidus, with further support anticipated.</li><li>China's semiconductor industry growth poses a threat to South Korean companies, prompting Samsung to weigh integration of ChatGPT, sparking concerns over its Google partnership.</li><li>Hiwin bolsters its robotics presence by partnering with Boston Dynamics, expanding its influence in the industry, as India eyes doubling 5G subscriptions by 2030.</li></ul>

Speculation of a Qualcomm-Intel deal diminishes, while Japan boosts semiconductor subsidies to benefit Rapidus, with further support anticipated.China's semiconductor industry growth poses a threat to South Korean companies, prompting Samsung to weigh integration of ChatGPT, sparking concerns over its Google partnership.Hiwin bolsters its robotics presence by partnering with Boston Dynamics, expanding its influence in the industry, as India eyes doubling 5G subscriptions by 2030.

Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.

Hon Hai Precision Industry / Equity Bottom-Up

Hon Hai Precision Industry Co., Ltd. provides electronic manufacturing services for computers, communications, and consumer electronic products.  The Company's business operations include desktop and notebook PC assembly, connector production, cable assembly, PCB assembly, handset manufacturing, networking equipment, and other consumer electronic devices manufacturing.

<ul><li>China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.</li><li>Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.</li><li>LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.</li></ul>

China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

Acer Inc. manufactures and distributes semiconductor products, personal computers, computer peripherals, multimedia products, and computer software. The Company also provides maintenance and repair services to customers.  In addition, Acer Inc. operates real estate business. The Company markets its products under the Acer brand name.

<ul><li>India's PC market shows growth in 3Q24, indicating signs of recovery in the industry after a challenging period.</li><li>Taiwan's aerospace industry experiences a surge in ambitions amidst global security worries, highlighting the region's competitive edge.</li><li>Samsung makes changes in leadership with new foundry CTO appointment, signaling a strategic shift in the company's direction.</li></ul>

India's PC market shows growth in 3Q24, indicating signs of recovery in the industry after a challenging period.Taiwan's aerospace industry experiences a surge in ambitions amidst global security worries, highlighting the region's competitive edge.Samsung makes changes in leadership with new foundry CTO appointment, signaling a strategic shift in the company's direction.

Tech Supply Chain Tracker (28-Nov-2024): India PC market recovering, slight shipment growth in 3Q24.