Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

<ul><li>EVs and smart driving systems in China's car market impacted by price competition, leading to changes in industry dynamics.</li><li>Blue carbon uncertainties could hinder progress towards achieving net-zero goals, says scientist, highlighting need for further research.</li><li>Indian solar firm reducing dependence on Chinese imports for solar components to enhance self-sufficiency, aiming for greater control over supply chain.</li></ul>

EVs and smart driving systems in China's car market impacted by price competition, leading to changes in industry dynamics.Blue carbon uncertainties could hinder progress towards achieving net-zero goals, says scientist, highlighting need for further research.Indian solar firm reducing dependence on Chinese imports for solar components to enhance self-sufficiency, aiming for greater control over supply chain.

Tech Supply Chain Tracker (21-May-2024): EVs and smart driving tech hit by Chinese car market price war.

Research Coverage on Small and Micro-Cap Companies, Zacks Small Cap Research

Zacks Small Cap Research

Research Coverage on Small and Micro-Cap Companies

Zacks Small Cap Research provides research coverage on small- and micro-cap companies that are “under-followed” or “under-valued” by Wall Street. We produce high quality equity research for the institutional and retail investor on microcap firms we believe are well positioned for future growth. The Zacks SCR analyst team has an average of 20 years of experience in investment research. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe.

Tejon Ranch Co. is a diversified real estate development and agri-business company owning land located in Los Angeles and Kern counties, California. The Company is in the process of developing its land holdings along transportation corridors into master-planned business and residential communities.

<ul><li>We believe results of the 2024 shareholder vote indicate rising investor sentiment that change is needed within the company's top management & compensation structure, which we also believe has important implications for the search for a new CEO to replace the company's outgoing CEO who announced his intention to retire on 12/31/24.</li><li>In our view, TRC now has an opportunity to strengthen its management team and improve its interaction with public shareholders, just as we believe it did with the 2023 appointment of new CFO Brett Brown.</li></ul>

We believe results of the 2024 shareholder vote indicate rising investor sentiment that change is needed within the company's top management & compensation structure, which we also believe has important implications for the search for a new CEO to replace the company's outgoing CEO who announced his intention to retire on 12/31/24.In our view, TRC now has an opportunity to strengthen its management team and improve its interaction with public shareholders, just as we believe it did with the 2023 appointment of new CFO Brett Brown.

TRC: Believe Shareholder Vote has Positive Implications for Company Direction, New CEO Search

Tenax Therapeutics, Inc. operates as a specialty pharmacuitical company. The Company develops and commercializes products for the critical care market. Tenax Therapeutics develops treatments for treatment of Pulmonary Hypertension associated with Heart Failure and preserved Ejection Fraction (PH-HFpEF) using levosimendan.

<ul><li>Tenax has licensed the calcium sensitizer/K-ATP activator levosimendan and is pursuing approval for an indication in Group 2 Pulmonary Hypertension in the US and Canada.</li><li>The drug has been approved in over 60 countries with 35 published trials supporting its safety and efficacy and has over 1 million patient exposures.</li><li> In January 2018 Tenax announced a new indication for Levo and met with the FDA to confirm trial design.</li></ul>

Tenax has licensed the calcium sensitizer/K-ATP activator levosimendan and is pursuing approval for an indication in Group 2 Pulmonary Hypertension in the US and Canada.The drug has been approved in over 60 countries with 35 published trials supporting its safety and efficacy and has over 1 million patient exposures. In January 2018 Tenax announced a new indication for Levo and met with the FDA to confirm trial design.

IN8bio, Inc. operates as a clinical-stage biotechnology company. The Company focuses on developing therapies for the treatment of cancers, including solid tumors, by employing allogeneic, autologous, and genetically modified gamma-delta T cells. IN8bio serves customers in the United States.

<ul><li>IN8Bio is a clinical-stage, oncology-focused biotechnology company using ?d T cells against solid and hematological tumors.</li><li>Its pipeline is built on the DeltEx platform & drug resistant immunotherapy (DRI) technology which have produced clinical candidates targeting leukemia & GBM. INB-100 is evaluating leukemia in a Ph1 study, while INB-200 & INB-400 are Ph1 and Ph2 assets evaluating GBM. INB-100 is an allogeneic DeltEx-produced cell therapy for leukemia patients undergoing HSCT transplant.</li><li>Leukemia patients see a high rate of recurrence which may be effectively treated by INB-100.</li></ul>

IN8Bio is a clinical-stage, oncology-focused biotechnology company using ?d T cells against solid and hematological tumors.Its pipeline is built on the DeltEx platform & drug resistant immunotherapy (DRI) technology which have produced clinical candidates targeting leukemia & GBM. INB-100 is evaluating leukemia in a Ph1 study, while INB-200 & INB-400 are Ph1 and Ph2 assets evaluating GBM. INB-100 is an allogeneic DeltEx-produced cell therapy for leukemia patients undergoing HSCT transplant.Leukemia patients see a high rate of recurrence which may be effectively treated by INB-100.

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Thematic (Sector/Industry)

<ul>
<li>China has unveiled measures to emphasize a major push for passenger and freight movement by railroad</li>
<li>Rolling stock companies  play catch-up from the COVID under-investment years</li>
<li>High speed freight trains on near term horizon to compete with highway for e-commerce business</li>
</ul>


China has unveiled measures to emphasize a major push for passenger and freight movement by railroad
Rolling stock companies  play catch-up from the COVID under-investment years
High speed freight trains on near term horizon to compete with highway for e-commerce business


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