Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

LG Display Co., Ltd. develops and manufactures digital display products.  The Company's products include thin film transistor-liquid crystal displays (TFT-LCD) for notebook and desktop computer monitors, TVs, mobile phones, and medical equipment.  LG Display provides its products mainly to overseas markets.

<ul><li>ST reduces 2024 outlook amid industrial and automotive slowdown, impacting company's future projections.</li><li>VCs discuss Taiwan startups in AI industry, highlighting challenge of staying competitive in fast-evolving sector.</li><li>Global regulators collaborate to address market dominance of AI giants, emphasizing need for fair competition and consumer protection.</li></ul>

ST reduces 2024 outlook amid industrial and automotive slowdown, impacting company's future projections.VCs discuss Taiwan startups in AI industry, highlighting challenge of staying competitive in fast-evolving sector.Global regulators collaborate to address market dominance of AI giants, emphasizing need for fair competition and consumer protection.

Tech Supply Chain Tracker (27-Jul-2024): ST cuts 2024 outlook as demand slows.

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Bajaj Auto to invest INR 800 crore in Maharashtra to boost electric three-wheeler production.</li>
<li>Emami plans to fully acquire The Man Company, enhancing its digital-first brand portfolio.</li>
<li>WeWork India to launch new workspaces in Bengaluru and Noida, addressing flexible workspace demand.</li>
</ul>


Bajaj Auto to invest INR 800 crore in Maharashtra to boost electric three-wheeler production.
Emami plans to fully acquire The Man Company, enhancing its digital-first brand portfolio.
WeWork India to launch new workspaces in Bengaluru and Noida, addressing flexible workspace demand.


# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

Premium Economic & Investment Research

Macroeconomics

<ul>
<li>Sustainability and ESG investment has increasingly gained importance and has become not just a talking point</li>
<li>Surprisingly, China is one of the most serious countries that care about ESG, even beating America and Europe in certain sustainability aspects.</li>
<li>It is worthwhile to review UN's 17 sustainability goals to see what each economy can do to to raise the hope of achieving them by 2030.</li>
</ul>


Sustainability and ESG investment has increasingly gained importance and has become not just a talking point
Surprisingly, China is one of the most serious countries that care about ESG, even beating America and Europe in certain sustainability aspects.
It is worthwhile to review UN's 17 sustainability goals to see what each economy can do to to raise the hope of achieving them by 2030.


Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

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>Taiwan Semiconductor Manufacturing Company's (TSMC) second quarter 2024 results reveal a mixed picture of advances and challenges.</li><li>The revenue for the quarter was notably strong, increasing by 13.6% sequentially in NT or 10.3% in U.S. dollars.</li><li>This substantial growth was fueled by robust demand for the cutting-edge 3- and 5- nanometer technologies, although somewhat offset by smartphone seasonality.</li></ul>

Taiwan Semiconductor Manufacturing Company's (TSMC) second quarter 2024 results reveal a mixed picture of advances and challenges.The revenue for the quarter was notably strong, increasing by 13.6% sequentially in NT or 10.3% in U.S. dollars.This substantial growth was fueled by robust demand for the cutting-edge 3- and 5- nanometer technologies, although somewhat offset by smartphone seasonality.

Taiwan Semiconductor (TSMC): How Will They Deal With The Strained Production Capacity & Geopolitical Risks & Regulatory Pressures? - Major Drivers

SUMCO Corporation manufactures silicon wafers for the semiconductor industry. The Company produces silicon wafers used to produce solar batteries as well as ultra-high purity quartz used to produce vessels for silicon manufacturing process. SUMCO markets its products worldwide.

<ul><li>NCKU in Taiwan achieves breakthrough in angstrom-scale semiconductor precision, potentially revolutionizing the industry.</li><li>Uncertainty surrounds impact of Trump win on green energy, with transition likely to be slower but not impossible.</li><li>Apple introduces new open-source AI models, Kyushu attracts record investments from TSMC, while SK Hynix experiences sales/profit growth. Vietnam partners with Qorvo, Cadence to train 50,000 engineers by 2030.</li></ul>

NCKU in Taiwan achieves breakthrough in angstrom-scale semiconductor precision, potentially revolutionizing the industry.Uncertainty surrounds impact of Trump win on green energy, with transition likely to be slower but not impossible.Apple introduces new open-source AI models, Kyushu attracts record investments from TSMC, while SK Hynix experiences sales/profit growth. Vietnam partners with Qorvo, Cadence to train 50,000 engineers by 2030.

Tech Supply Chain Tracker (26-Jul-2024): NCKU in Taiwan achieves semiconductor precision breakthrough.

Taiwan
Insights on Taiwan

Tech Supply Chain Tracker (27-Jul-2024): ST cuts 2024 outlook as demand slows.

ST cuts 2024 outlook, VCs advise Taiwan startups on AI, global regulators target tech giants, LG faces OLED shortage, Thailand stabilizes...

Tech Supply Chain Tracker

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sudarshan Bhandari

Sustainability and ESG Investment

Sustainability and ESG investment are no longer just talk; China leads in certain aspects, highlighting the importance of UN's 17 sustainability...

Alex Ng

Taiwan Semiconductor (TSMC): How Will They Deal With The Strained Production Capacity & Geopolitical Risks & Regulatory Pressures? - Major Drivers

Taiwan Semiconductor Manufacturing Company's (TSMC) second quarter 2024 results reveal a mixed picture of advances and challenges. The revenue for...

Baptista Research

Tech Supply Chain Tracker (26-Jul-2024): NCKU in Taiwan achieves semiconductor precision breakthrough.

NCKU makes breakthrough in semiconductor precision, Trump's impact on green energy uncertain, Apple unveils AI models, TSMC attracts record...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (27-Jul-2024): ST cuts 2024 outlook as demand slows.

ST cuts 2024 outlook, VCs advise Taiwan startups on AI, global regulators target tech giants, LG faces OLED shortage, Thailand stabilizes...

Tech Supply Chain Tracker

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

​Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sudarshan Bhandari

Sustainability and ESG Investment

​Sustainability and ESG investment are no longer just talk; China leads in certain aspects, highlighting the importance of UN's 17 sustainability...

Alex Ng

Taiwan Semiconductor (TSMC): How Will They Deal With The Strained Production Capacity & Geopolitical Risks & Regulatory Pressures? - Major Drivers

Taiwan Semiconductor Manufacturing Company's (TSMC) second quarter 2024 results reveal a mixed picture of advances and challenges. The revenue for...

Baptista Research

Tech Supply Chain Tracker (26-Jul-2024): NCKU in Taiwan achieves semiconductor precision breakthrough.

NCKU makes breakthrough in semiconductor precision, Trump's impact on green energy uncertain, Apple unveils AI models, TSMC attracts record...

Tech Supply Chain Tracker

Bajaj Auto invests in Maharashtra for electric three-wheelers, Emami acquires The Man Company, WeWork expands in Bengaluru and Noida to meet...

Sustainability and ESG investment are no longer just talk; China leads in certain aspects, highlighting the importance of UN's 17 sustainability...