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>Taiwan's defense sector is seen as undervalued, representing a missed opportunity in the global arms race.</li><li>Malaysian officials hold a meeting with Tesla, but plans for a factory in the country are considered unlikely.</li><li>Retailers are using ICT and personnel to drive growth in green energy trading, while Samsung leads the gaming monitor market.</li></ul>

Taiwan's defense sector is seen as undervalued, representing a missed opportunity in the global arms race.Malaysian officials hold a meeting with Tesla, but plans for a factory in the country are considered unlikely.Retailers are using ICT and personnel to drive growth in green energy trading, while Samsung leads the gaming monitor market.

Tech Supply Chain Tracker (29-Aug-2024): Taiwan's defense sector missed opportunity in arms race.

<ul><li>Honor's IPO faces challenges as Huawei makes a comeback in the market, highlighting the stiff competition in the tech industry.</li><li>Hanoi's goal to become a semiconductor hub through new legislation and investments puts Vietnam on the map as a player in global tech.</li><li>Hyundai's technological advancements contribute to South Korea's dominance in Olympic archery, showcasing the impact of innovation in sports.</li></ul>

Honor's IPO faces challenges as Huawei makes a comeback in the market, highlighting the stiff competition in the tech industry.Hanoi's goal to become a semiconductor hub through new legislation and investments puts Vietnam on the map as a player in global tech.Hyundai's technological advancements contribute to South Korea's dominance in Olympic archery, showcasing the impact of innovation in sports.

Tech Supply Chain Tracker (08-Aug-2024): Honor IPO faces hurdles amid Huawei rise.

<ul><li>Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.</li><li>Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.</li><li>German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.</li></ul>

Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

<ul><li>South Korea is prioritizing enhancing its EDA competitiveness to stay ahead in the technological race.</li><li>China is focusing on consolidating promising chip firms while doubling the terminations of IPOs to control the market.</li><li>Commodity DRAM and NAND chip prices are stalling due to slow demand recovery, affecting Taiwanese companies and PanelSemi's development of mini LEDs. Vietnam PM strengthens South Korea relations and secures investments in display production and clean energy. Taiwan is aiming to lead in floating wind technology with a projected global investment of EUR250 billion by 2035.</li></ul>

South Korea is prioritizing enhancing its EDA competitiveness to stay ahead in the technological race.China is focusing on consolidating promising chip firms while doubling the terminations of IPOs to control the market.Commodity DRAM and NAND chip prices are stalling due to slow demand recovery, affecting Taiwanese companies and PanelSemi's development of mini LEDs. Vietnam PM strengthens South Korea relations and secures investments in display production and clean energy. Taiwan is aiming to lead in floating wind technology with a projected global investment of EUR250 billion by 2035.

Tech Supply Chain Tracker (05-Jul-2024): S. Korea boosts EDA competitiveness.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Former TSMC R&amp;D director Konrad Young advocates for a partnership between Taiwan and the UK in quantum technology.</li><li>Chinese car brands attract young Thai consumers with innovative smart cockpit features, winning over the market.</li><li>Xiaomi implements strategic changes in India after a decade of entering the market, adapting to new trends and demands.</li></ul>

Former TSMC R&amp;D director Konrad Young advocates for a partnership between Taiwan and the UK in quantum technology.Chinese car brands attract young Thai consumers with innovative smart cockpit features, winning over the market.Xiaomi implements strategic changes in India after a decade of entering the market, adapting to new trends and demands.

Tech Supply Chain Tracker (25-Jun-2024): Konrad Young pushes Taiwan-UK collab in quantum tech

South Korea

Hyundai Motor Company manufactures, sells, and exports passenger cars, trucks, and commercial vehicles. The Company also sells various auto parts and operates auto repair service centers throughout South Korea. Hyundai Motor provides financial services through its subsidiaries.

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Hyundai Motor (005380 KS)

Tech Supply Chain Tracker (29-Aug-2024): Taiwan's defense sector missed opportunity in arms race.

Taiwan's defense sector is overlooked, Malaysia meets Tesla but factory plans may not happen, July 2024 notebook shipment update, retail green...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Aug-2024): Honor IPO faces hurdles amid Huawei rise.

Tech news roundup: Honor IPO struggles, Huawei rebounds; Hanoi aims for semiconductor hub status; Hyundai boosts South Korea's Olympic archery...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

Micron samples MRDIMMs for AI/HPC, Hyundai adds 300 charging stations for hydrogen buses, German electrification woes, India's semiconductor...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Jul-2024): S. Korea boosts EDA competitiveness.

South Korea, Taiwan, China, and Vietnam are all making moves to enhance their competitiveness in the semiconductor industry through various...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Jun-2024): Konrad Young pushes Taiwan-UK collab in quantum tech

Konrad Young advocates for Taiwan-UK quantum tech partnership, Chinese car brands captivate Thai buyers, Xiaomi adapts strategy in India, Microsoft...

Tech Supply Chain Tracker

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