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>Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.</li><li>BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.</li><li>Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.</li></ul>

Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

<ul><li>US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.</li><li>Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.</li><li>Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.</li></ul>

US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

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

<ul>
<li>Mediatek's Apple Watch Win Highlights Smartwatch Market Opportunity; Breakthrough Into Apple's Supply Chain</li>
<li>MediaTek's Role in Apple Watch Connectivity; Mediatek's TSMC Relationship to Provide a Lasting Advantage</li>
<li>Mediatek Rallied But Remains Below Highs; Significant Upside Remains -- Maintain Structural Long</li>
</ul>


Mediatek's Apple Watch Win Highlights Smartwatch Market Opportunity; Breakthrough Into Apple's Supply Chain
MediaTek's Role in Apple Watch Connectivity; Mediatek's TSMC Relationship to Provide a Lasting Advantage
Mediatek Rallied But Remains Below Highs; Significant Upside Remains -- Maintain Structural Long


Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough

<ul><li>TSMC's November revenue decline was better than expected, poised for nearly 30% annual revenue growth.</li><li>SK Hynix restructures CIS organization to replicate HBM success model, aiming for improved performance.</li><li>TSMC founder sheds light on reasons behind Samsung and Intel's setbacks, pointing out core issues. YMTC refutes backdoor listing rumors, facing industry scrutiny; while Samsung explores using discrete LPDDR for AI-driven iPhones and China investigates Nvidia amid US-China chip tensions.</li></ul>

TSMC's November revenue decline was better than expected, poised for nearly 30% annual revenue growth.SK Hynix restructures CIS organization to replicate HBM success model, aiming for improved performance.TSMC founder sheds light on reasons behind Samsung and Intel's setbacks, pointing out core issues. YMTC refutes backdoor listing rumors, facing industry scrutiny; while Samsung explores using discrete LPDDR for AI-driven iPhones and China investigates Nvidia amid US-China chip tensions.

Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.

<ul><li>LGES takes over GM battery plant in response to Trump's win, expanding its presence in the US market.</li><li>India establishes a sovereign AI ecosystem, driving ambitions forward for technological advancements in the country.</li><li>Samsung's One UI 7 Beta introduces AI enhancements and improved security features in anticipation of the Galaxy S25 release.</li></ul>

LGES takes over GM battery plant in response to Trump's win, expanding its presence in the US market.India establishes a sovereign AI ecosystem, driving ambitions forward for technological advancements in the country.Samsung's One UI 7 Beta introduces AI enhancements and improved security features in anticipation of the Galaxy S25 release.

Tech Supply Chain Tracker (10-Dec-2024): LGES buys GM's plant post-Trump win.

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 (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

Samsung Display appoints new VP for strategic realignment, BYD and Gotion expand EV and battery production, Google reveals Gemini 2.0 and TPU...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough

Mediatek's breakthrough into Apple's supply chain for the Apple Watch highlights a significant opportunity in the smartwatch market, with...

Vincent Fernando, CFA

Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.

TSMC's revenue decline in November was less than expected, on track for 30% annual increase; SK Hynix restructures, TSMC founder explains Samsung...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-Dec-2024): LGES buys GM's plant post-Trump win.

LGES takes over GM battery plant, India advances AI ambitions, Samsung's One UI 7 Beta improves security, LG Electronics files for IPO in India,...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

Samsung Display appoints new VP for strategic realignment, BYD and Gotion expand EV and battery production, Google reveals Gemini 2.0 and TPU...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

Mediatek: Apple Watch Win Highlights Smartwatch Market Opportunity; Apple Supply Chain Breakthrough

​Mediatek's breakthrough into Apple's supply chain for the Apple Watch highlights a significant opportunity in the smartwatch market, with...

Vincent Fernando, CFA

Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.

TSMC's revenue decline in November was less than expected, on track for 30% annual increase; SK Hynix restructures, TSMC founder explains Samsung...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-Dec-2024): LGES buys GM's plant post-Trump win.

LGES takes over GM battery plant, India advances AI ambitions, Samsung's One UI 7 Beta improves security, LG Electronics files for IPO in India,...

Tech Supply Chain Tracker

Mediatek's breakthrough into Apple's supply chain for the Apple Watch highlights a significant opportunity in the smartwatch market, with...