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>Forecasted trends for AI server market by 2025 indicate a significant growth in the industry, with US targeting Tencent and examining the future of WeChat.</li><li>CES 2025 showcases a growing fascination with autonomous vehicles, with Nvidia and Qualcomm leading ecosystem competition, while Garmin's AI-driven Unified Cabin wins Innovation Award.</li><li>India's fab dream holds huge potential but faces significant challenges, as Nvidia and MediaTek surprise alliance disrupts supercomputer market, and Malaysia and Singapore agree on Johor-Singapore Special Economic Zone.</li></ul>

Forecasted trends for AI server market by 2025 indicate a significant growth in the industry, with US targeting Tencent and examining the future of WeChat.CES 2025 showcases a growing fascination with autonomous vehicles, with Nvidia and Qualcomm leading ecosystem competition, while Garmin's AI-driven Unified Cabin wins Innovation Award.India's fab dream holds huge potential but faces significant challenges, as Nvidia and MediaTek surprise alliance disrupts supercomputer market, and Malaysia and Singapore agree on Johor-Singapore Special Economic Zone.

Tech Supply Chain Tracker (10-Jan-2025): Global AI server market trends by 2025.

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Japan Petroleum Exploration / Event-Driven

<ul>
<li>Japanese companies are buying back more stock than ever before, and recent moves by the TSE and METI are effectively pushing for more.</li>
<li>The new goal is to lift PBR and ROE. The easiest way to lift ROE is reduce E. Low-PBR Cos with excess assets and cross-holdings (outbound and inbound) are targets.</li>
<li>In this insight I look at several possible rankings for potential large buyback targets.</li>
</ul>


Japanese companies are buying back more stock than ever before, and recent moves by the TSE and METI are effectively pushing for more.
The new goal is to lift PBR and ROE. The easiest way to lift ROE is reduce E. Low-PBR Cos with excess assets and cross-holdings (outbound and inbound) are targets.
In this insight I look at several possible rankings for potential large buyback targets.


JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant Rankings

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Thematic (Sector/Industry)

<ul>
<li>NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.</li>
<li>Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.</li>
<li>Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.</li>
</ul>


NAND supplier Sandisk taking its gains to 100% MTD as eSSD memory demand for AI applications grows exponentially.
Apple breakout as weekend sales for the iPhone17 Pro likely to come ahead of estimates.
Quantum computing names taking a big leg higher with the Trump Administration aiming to expand their quantum strategy.


Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

<ul>
<li>Skyworks and Cirrus both beating should help the likes of Nitto Denko and Alps.</li>
<li>SMCI tanking -16% as investor confidence shaken by a swift U-turn from previous bullish guidance.</li>
<li>Mitsubishi Heavy continues to surge with its earnings lifted by strong growth for its gas turbine business.</li>
</ul>


Skyworks and Cirrus both beating should help the likes of Nitto Denko and Alps.
SMCI tanking -16% as investor confidence shaken by a swift U-turn from previous bullish guidance.
Mitsubishi Heavy continues to surge with its earnings lifted by strong growth for its gas turbine business.


Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

<ul>
<li>Chip tester Teradyne jumping on reports it has a new FA arm.</li>
<li>Intel admitting its now not even in the top-10 chipmakers anymore.</li>
<li>Estee lauder strength may help Shiseido with better trends in Hainan reported.</li>
</ul>


Chip tester Teradyne jumping on reports it has a new FA arm.
Intel admitting its now not even in the top-10 chipmakers anymore.
Estee lauder strength may help Shiseido with better trends in Hainan reported.


Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Japan

Alps Alpine Co., Ltd. manufactures and markets electronic parts used for car electronics, computer peripheral equipment, and communications and broadcasting related equipment. The Company's products include printers, switches, ceramic trimmer capacitors, sensors, transceiver units for cellular phones, drives, and magnetic heads. Alps Alpine also operates logistics businesses.

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Alps Alpine (6770 JP)

Tech Supply Chain Tracker (10-Jan-2025): Global AI server market trends by 2025.

2025 predictions for AI server market, US focuses on Tencent & Apple in China; CES sees interest in autonomous vehicles, Nvidia and Qualcomm...

Tech Supply Chain Tracker

JAPAN GOVERNANCE CHANGES II - Who Could Surprise on Buybacks? Quant Rankings

JAPAN GOVERNANCE: There is a buyback story coming. It will be big. Bigger than the past year or two, and it will continue. What to buy?

Travis Lundy

Japan Morning Connection: Ibiden Boosting IC Substrate Production to Meet Surging Demand

Big gains for Intel suppliers on Friday after news that NVDA would invest in INTC. Quantum computing related higher as Trump administration looks...

Andrew Jackson

Japan Morning Connection: Apple Suppliers Continue Higher but SMCI and AMD Disappoint After-Hours

An upbeat tone set for JP Apple suppliers. SMCI down after cut sales guidance. Mitsubishi Heavy Industries earnings show strong growth.

Andrew Jackson

Japan Morning Connection: Airlines Surging After Delta Numbers Helping SPX Close at New Records

Delta's earnings report causes airlines and cruise ships to jump. Tesla's plans for its robotaxi and Ai chatbot may be enough to help the...

Andrew Jackson

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