Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.</li><li>Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.</li><li>Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.</li></ul>

E Ink and Hanshow collaborate to introduce full-color e-paper technology for retail industry, offering a new innovative solution.Taiwan's energy shift faces grid challenges as the world moves towards net-zero goals, highlighting the need for sustainable energy solutions.Foxconn introduces new electric vehicle models and aims to capitalize on industry challenges, showing a shift towards the growing EV market.

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

<ul><li>Lenovo commits $1B to AI advancements, strengthens F1 collaboration, showcasing innovation in technology sector.</li><li>Garmin experiences growth in SEA sales for smart wearables, indicating a maturing market and strong consumer demand.</li><li>Taiwan's Transcom gains from global surge in military spending, develops world's first open-source 6G core network, while Stellantis partners Maserati with China's Chery amidst struggles in German automotive industry.</li></ul>

Lenovo commits $1B to AI advancements, strengthens F1 collaboration, showcasing innovation in technology sector.Garmin experiences growth in SEA sales for smart wearables, indicating a maturing market and strong consumer demand.Taiwan's Transcom gains from global surge in military spending, develops world's first open-source 6G core network, while Stellantis partners Maserati with China's Chery amidst struggles in German automotive industry.

Tech Supply Chain Tracker (25-Sep-2024): Lenovo invests US$1 billion in AI over 3 years.

<ul><li>Singtex's sustainable dyeing plant aims to boost profits by enhancing eco-friendly practices in textile industry</li><li>Tata Motors partners with Delta Electronics and Thunderplus Solutions to set up fast charging stations in India</li><li>Epson dominates robotic arm market with three key strategies, solidifying their leadership position in the industry</li></ul>

Singtex's sustainable dyeing plant aims to boost profits by enhancing eco-friendly practices in textile industryTata Motors partners with Delta Electronics and Thunderplus Solutions to set up fast charging stations in IndiaEpson dominates robotic arm market with three key strategies, solidifying their leadership position in the industry

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.</li><li>MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.</li><li>Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.</li></ul>

Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

External broker reports(aggregated public sources), Capital Securities Corp

Capital Securities

External broker reports(aggregated public sources)

Capital Securities Corp

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<p>FY22 revenue/earnings may rise; we recommend TRADING BUY given its flat momentum in the short run. Affected by seasonality, Delta Electronics’ 1Q22 revenue/earnings momentum may weaken. Nevertheless, this quarterly decline is milder than that in previous years due to strong market demand and postponed shipment of some orders. Catalyzed by EV, passive components and long-term trends of datacenter, 5G and automation, Delta’s revenue/earnings momentum may strengthen during FY21~22. We recommend TRADING BUY with TP of NTD300 (24x FY22 EPS estimate). </p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

FY22 revenue/earnings may rise; we recommend TRADING BUY given its flat momentum in the short run. Affected by seasonality, Delta Electronics’ 1Q22 revenue/earnings momentum may weaken. Nevertheless, this quarterly decline is milder than that in previous years due to strong market demand and postponed shipment of some orders. Catalyzed by EV, passive components and long-term trends of datacenter, 5G and automation, Delta’s revenue/earnings momentum may strengthen during FY21~22. We recommend TRADING BUY with TP of NTD300 (24x FY22 EPS estimate). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Delta Electronics (2308 TT, TRADING BUY, NTD272.50)

Taiwan

Delta Electronics Inc. manufactures power supplies and video display products. The Company's products include switching power supplies, telecom power systems, uninterrupted power supply (UPS), variable speed alternating current (AC) monitor drives, high resolution color monitors, and projectors.  Delta also manufactures magnetic and networking components.

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Delta Electronics (2308 TT)

Tech Supply Chain Tracker (04-Oct-2024): E Ink, Hanshow bring color e-paper to retail.

E Ink and Hanshow collaborate on full-color e-paper for retail, Taiwan grid challenges, Foxconn's new EV models, India's supercomputers, Czech IC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Sep-2024): Lenovo invests US$1 billion in AI over 3 years.

Lenovo invests $1B in AI, Garmin sees sales boost, iPhone 16 shows strong start, military spending surges, Taiwan leads 6G, Stellantis partners...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

Singtex's sustainable dyeing plant boosts profits, South Korea's EV market hurt by battery fires, Tata Motors partners for fast charging stations,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

Intel, MediaTek, Nvidia, Taiwan's satellite program, India, Vietnam, M&A market, OLED shipments, and key industries showcased at Computex 2024.

Tech Supply Chain Tracker

Delta Electronics (2308 TT, TRADING BUY, NTD272.50)

FY22 revenue/earnings may rise; we recommend TRADING BUY given its flat momentum in the short run. Affected by seasonality, Delta Electronics’ 1Q22...

Capital Securities

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