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>HTC and VIA are focusing on niche markets and expanding technological capabilities to stay relevant, while Japanese toolmakers turn to AI amid China market uncertainty.</li><li>Nvidia CEO highlights strategic partnership with China's robotics unicorns, as Acer expands into lifestyle products with Acerpure line.</li><li>Singapore and Malaysia remain optimistic despite US AI chip restrictions, while India's local EMS and semiconductor industries show growth in the technology sector.</li></ul>

HTC and VIA are focusing on niche markets and expanding technological capabilities to stay relevant, while Japanese toolmakers turn to AI amid China market uncertainty.Nvidia CEO highlights strategic partnership with China's robotics unicorns, as Acer expands into lifestyle products with Acerpure line.Singapore and Malaysia remain optimistic despite US AI chip restrictions, while India's local EMS and semiconductor industries show growth in the technology sector.

Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>China's wafer foundry industry is set to experience substantial growth by 2025, presenting opportunities for technological advancements and innovation within the sector.</li><li>TSMC's focus on COUPE technology in silicon photonics demonstrates their commitment to driving advancements in the field and maintaining a leading position in the industry.</li><li>The introduction of Samsung's GenAI smartphones 2.0, equipped with AI agents, showcases a new level of integration and innovation in mobile technology, promising an enhanced user experience.</li></ul>

China's wafer foundry industry is set to experience substantial growth by 2025, presenting opportunities for technological advancements and innovation within the sector.TSMC's focus on COUPE technology in silicon photonics demonstrates their commitment to driving advancements in the field and maintaining a leading position in the industry.The introduction of Samsung's GenAI smartphones 2.0, equipped with AI agents, showcases a new level of integration and innovation in mobile technology, promising an enhanced user experience.

Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025.

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Silicon Motion Technology / Equity Bottom-Up

<ul>
<li>What is PCIe 5.0 and Why SIMO is Poised to Expand Market Share with PCIe 5.0</li>
<li>PCIe 5.0 and Beyond -- Importance for Enterprise HPC and AI Data Centers</li>
<li>Looking Ahead: MaxLinear Arbitration in 2H25E -- We Believe SIMO Likely to Win Its Termination Fee Plus Additional Award for Additional Damages</li>
</ul>


What is PCIe 5.0 and Why SIMO is Poised to Expand Market Share with PCIe 5.0
PCIe 5.0 and Beyond -- Importance for Enterprise HPC and AI Data Centers
Looking Ahead: MaxLinear Arbitration in 2H25E -- We Believe SIMO Likely to Win Its Termination Fee Plus Additional Award for Additional Damages


Silicon Motion: Memory Controllers Emerging as Strategic Pillar for Global HPC and AI Leadership

United Microelectron Sp Adr / Equity Bottom-Up

<ul>
<li>UMC Misses 4Q24 Expectations -- Gross Margin Dips with Flat QoQ Revenue</li>
<li>UMC Guides for 40% Reduction in Capex Budget -- We Believe Signals Strategic Shift to Less Capex Intensive Business Model</li>
<li>Intel 12nm Partnership Remains on Track and is Key Business Model for Future; UMC Sees Improvement in Consumer Electronics Industry Inventories</li>
</ul>


UMC Misses 4Q24 Expectations -- Gross Margin Dips with Flat QoQ Revenue
UMC Guides for 40% Reduction in Capex Budget -- We Believe Signals Strategic Shift to Less Capex Intensive Business Model
Intel 12nm Partnership Remains on Track and is Key Business Model for Future; UMC Sees Improvement in Consumer Electronics Industry Inventories


United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future

<ul><li>Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.</li><li>Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.</li><li>China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.</li></ul>

Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

Taiwan

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.

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

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TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?

HTC, VIA, and Asian tech companies are expanding into niche markets and embracing new technologies to remain competitive, while Samsung faces...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025.

China's wafer foundry industry set to grow, TSMC prioritizing COUPE tech for silicon photonics, Samsung's GenAI smartphones 2.0 enhance mobile...

Tech Supply Chain Tracker

Silicon Motion: Memory Controllers Emerging as Strategic Pillar for Global HPC and AI Leadership

PCIe 5.0 is set to revolutionize data centers, with SIMO positioned to benefit from its expansion in the market. We also analyze a potential...

Vincent Fernando, CFA

United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future

UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...

Vincent Fernando, CFA

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

Broadcom aids Samsung, Taiwan aerospace optimistic, China competes with Starlink, Huang's visit to Taiwan, China criticizes chip restrictions,...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?

HTC, VIA, and Asian tech companies are expanding into niche markets and embracing new technologies to remain competitive, while Samsung faces...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Jan-2025): China wafer industry by 2025.

China's wafer foundry industry set to grow, TSMC prioritizing COUPE tech for silicon photonics, Samsung's GenAI smartphones 2.0 enhance mobile...

Tech Supply Chain Tracker

Silicon Motion: Memory Controllers Emerging as Strategic Pillar for Global HPC and AI Leadership

​PCIe 5.0 is set to revolutionize data centers, with SIMO positioned to benefit from its expansion in the market. We also analyze a potential...

Vincent Fernando, CFA

United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future

​UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...

Vincent Fernando, CFA

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

Broadcom aids Samsung, Taiwan aerospace optimistic, China competes with Starlink, Huang's visit to Taiwan, China criticizes chip restrictions,...

Tech Supply Chain Tracker

PCIe 5.0 is set to revolutionize data centers, with SIMO positioned to benefit from its expansion in the market. We also analyze a potential...

UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...