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>Taiwanese wafer industry anticipates growth in the first quarter of 2025, boosting the country's economy.</li><li>Compal teams up with Kalyani Group to bring server manufacturing to India, enhancing local production and technology.</li><li>Chinese lithium battery companies face challenges due to Trump's tariffs, impacting their ability to operate effectively.</li></ul>

Taiwanese wafer industry anticipates growth in the first quarter of 2025, boosting the country's economy.Compal teams up with Kalyani Group to bring server manufacturing to India, enhancing local production and technology.Chinese lithium battery companies face challenges due to Trump's tariffs, impacting their ability to operate effectively.

Tech Supply Chain Tracker (07-Mar-2025): Taiwan wafer industry, 1Q 2025.

<ul><li>Dassault Systèmes CEO highlights European automaker struggles and growth readiness in US and Asia in January 2025.</li><li>SK Hynix achieves impressive 70% yield in HBM4 testing, signaling advancements in memory technology.</li><li>China's tungsten export controls cause market price fluctuations, disrupting global supply chains. Foxconn partners with Sonora in Mexico for innovative smart city project.</li></ul>

Dassault Systèmes CEO highlights European automaker struggles and growth readiness in US and Asia in January 2025.SK Hynix achieves impressive 70% yield in HBM4 testing, signaling advancements in memory technology.China's tungsten export controls cause market price fluctuations, disrupting global supply chains. Foxconn partners with Sonora in Mexico for innovative smart city project.

Tech Supply Chain Tracker (28-Feb-2025): Jan 2025 notebook shipment update

<ul><li>SK Hynix CEO remains bullish on semiconductor industry growth, highlighting new opportunities amidst challenges like DeepSeek.</li><li>Oppo forges ahead with release of Find N5 foldable phone, undeterred by market slowdown in pursuit of growth and innovation.</li><li>EU greenlights funds for Infineon's Dresden fab in chip incentive effort, signaling continued support for semiconductor sector. Samsung exec receives sentence for leaking 18nm DRAM tech to CXMT, highlighting importance of protecting intellectual property.</li></ul>

SK Hynix CEO remains bullish on semiconductor industry growth, highlighting new opportunities amidst challenges like DeepSeek.Oppo forges ahead with release of Find N5 foldable phone, undeterred by market slowdown in pursuit of growth and innovation.EU greenlights funds for Infineon's Dresden fab in chip incentive effort, signaling continued support for semiconductor sector. Samsung exec receives sentence for leaking 18nm DRAM tech to CXMT, highlighting importance of protecting intellectual property.

Tech Supply Chain Tracker (22-Feb-2025): SK Hynix CEO optimistic on semiconductor industry post-DeepSeek.

<ul><li>ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.</li><li>Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.</li><li>DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.</li></ul>

ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Honda and Nissan cancel US$60 billion merger due to restructuring clashes, impacting future strategic moves by both companies.</li><li>CXMT progresses to 16nm DRAM production and shifts focus to 15nm development for technological advances in the future.</li><li>DeepSeek emerges as a strong AI player in China, intensifying competition for Apple in the technology market, while the US exit from the Paris Agreement raises concerns globally.</li></ul>

Honda and Nissan cancel US$60 billion merger due to restructuring clashes, impacting future strategic moves by both companies.CXMT progresses to 16nm DRAM production and shifts focus to 15nm development for technological advances in the future.DeepSeek emerges as a strong AI player in China, intensifying competition for Apple in the technology market, while the US exit from the Paris Agreement raises concerns globally.

Tech Supply Chain Tracker (14-Feb-2025): Honda, Nissan cancel $60B merger amid clash.

South Korea

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

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SK Hynix (000660 KS)

Tech Supply Chain Tracker (07-Mar-2025): Taiwan wafer industry, 1Q 2025.

Taiwan wafer industry forecasts growth, Compal partners with Kalyani Group, Chinese lithium battery makers affected by Trump's tariffs, MediaTek...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-Feb-2025): Jan 2025 notebook shipment update

January 2025 notebook shipment update; Dassault Systèmes CEO comments on European automakers, SK Hynix achieves 70% yield in HBM4 testing, China's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Feb-2025): SK Hynix CEO optimistic on semiconductor industry post-DeepSeek.

SK Hynix CEO optimistic about semiconductor industry growth, Oppo introduces Find N5 foldable phone, EU funds Infineon's fab, ex-Samsung exec...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Feb-2025): Honda, Nissan cancel $60B merger amid clash.

Honda and Nissan call off US$60 billion merger, CXMT advances in DRAM production, DeepSeek challenges Apple in AI market, US withdraws from Paris...

Tech Supply Chain Tracker

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