Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.</li><li>IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.</li><li>Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.</li></ul>

Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

International Business Machines / Equity Bottom-Up

<ul><li>IBM Corp. is shutting down two major research and development (R&amp;D) units in China, amid declining business in the country and mirroring a broader trend of U.S. tech firms scaling back their presence in China.</li><li>The units affected by the pullback are IBM’s China Development Lab (CDL) and China Systems Lab (CSL), both established in 1999.</li><li>CDL, which focused on application software development, has more than 1,000 employees, while CSL, which focused on system development such as mainframe database, has a team of 695, one IBM worker told Caixin.</li></ul>

IBM Corp. is shutting down two major research and development (R&amp;D) units in China, amid declining business in the country and mirroring a broader trend of U.S. tech firms scaling back their presence in China.The units affected by the pullback are IBM’s China Development Lab (CDL) and China Systems Lab (CSL), both established in 1999.CDL, which focused on application software development, has more than 1,000 employees, while CSL, which focused on system development such as mainframe database, has a team of 695, one IBM worker told Caixin.

IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S. Firm 

Cross Asset Strategy

<ul>
<li>Bonds / Cover Story: Chinese brokerages’ dual roles in bond market sparks concern for conflicts of interest that raises systemic risk </li>
<li>Internet /: New digital ID system is optional, not mandatory, ministry researcher says</li>
<li>Air crash /: Two children among five Chinese nationals killed in Thai plane crash</li>
</ul>


Bonds / Cover Story: Chinese brokerages’ dual roles in bond market sparks concern for conflicts of interest that raises systemic risk 
Internet /: New digital ID system is optional, not mandatory, ministry researcher says
Air crash /: Two children among five Chinese nationals killed in Thai plane crash


CX Daily: Chinese Brokerages’ Dual Roles in Bond Market Sparks Concern for Conflicts of Interest

<ul><li>CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.</li><li>Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.</li><li>Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.</li></ul>

CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

<ul>
<li>AI technology is driving sustainability efforts while posing environmental risks, as discussed by Nvidia CEO Jensen Huang at London Tech Week 2024.</li>
<li>AI is revolutionizing computing and task optimization through advanced PCs and architectures, with AMD CEO predicting its dominance in the future and emphasizing Taiwan's crucial role in the tech industry.</li>
<li>Google is investing $5 billion in expanding its Singapore Data Center and Cloud Region campus, Apple is introducing VisionOS for spatial computing, and the UK is seeking Taiwanese partnerships for high-tech collaborations, while also focusing on privacy with Apple Intelligence at WWDC.</li>
</ul>


AI technology is driving sustainability efforts while posing environmental risks, as discussed by Nvidia CEO Jensen Huang at London Tech Week 2024.
AI is revolutionizing computing and task optimization through advanced PCs and architectures, with AMD CEO predicting its dominance in the future and emphasizing Taiwan's crucial role in the tech industry.
Google is investing $5 billion in expanding its Singapore Data Center and Cloud Region campus, Apple is introducing VisionOS for spatial computing, and the UK is seeking Taiwanese partnerships for high-tech collaborations, while also focusing on privacy with Apple Intelligence at WWDC.


Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.

United States

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.

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International Business Machines (IBM US)

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

Global smartphone sales rising in Q2 2024, IBM's Kyndryl addresses India's cybersecurity talent shortage, SEMICON India urges Taiwanese firms to...

Tech Supply Chain Tracker

IBM Pulls R&D Units Out of China in Latest Withdrawal by U.S. Firm

IBM Corp. is shutting down two major research and development (R&D) units in China, amid declining business in the country and mirroring a...

Caixin Global

CX Daily: Chinese Brokerages’ Dual Roles in Bond Market Sparks Concern for Conflicts of Interest

Bonds / Cover Story: Chinese brokerages’ dual roles in bond market sparks concern for conflicts of interest that raises systemic risk China’s...

Caixin Global

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

CoSAI partners with tech giants, car interfaces embrace knobs, Apple opposes Tata-Vivo, Biden supports CHIPS Act, Micron ships 9th-gen NAND, Taiwan...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.

AI is driving sustainability and innovation, but comes with environmental risks, while tech giants like Nvidia, AMD, Google, and Apple are making...

Tech Supply Chain Tracker

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