Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Luxshare Precision Industry / Equity Bottom-Up

<ul><li>TSMC ends partnership with PowerAIR in Singapore over Huawei worries, impacting supply chain in tech industry. </li><li>China retaliates against US with customs actions; CXMT starts manufacturing DDR5 chips, meeting demand for next-gen technology.</li><li>India plans display fabrication facility, offering growth potential but encountering challenges. Luxshare's purchase of Wingtech ODM to enhance design capabilities, reduce reliance on Apple, and boost tech industry prowess.</li></ul>

TSMC ends partnership with PowerAIR in Singapore over Huawei worries, impacting supply chain in tech industry. China retaliates against US with customs actions; CXMT starts manufacturing DDR5 chips, meeting demand for next-gen technology.India plans display fabrication facility, offering growth potential but encountering challenges. Luxshare's purchase of Wingtech ODM to enhance design capabilities, reduce reliance on Apple, and boost tech industry prowess.

Tech Supply Chain Tracker (14-Jan-2025): TSMC ends PowerAIR Huawei partnership.

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul>
<li>In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail</li>
</ul>


In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market slightly upward • Ahold Delhaize / Unilever | gap between prices for A-brands and private label is widening • IMCD | acquires YCAM in South Korea • Unilever | sells Conimex brand to Paulig • Fugro | new financing at improved terms • InPost | deployed its 25,000th APM in Poland • Ebusco | adjusts its organizational structure and provides a commercial update • PostNL | ACM legally not competent to enforce delivery quality for registered mail


<ul><li>In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | brightened outlook for semiconductor equipment sales • Black Friday/Sinterklaas update | fewer debit card payments during Sinterklaas week</li></ul>

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | brightened outlook for semiconductor equipment sales • Black Friday/Sinterklaas update | fewer debit card payments during Sinterklaas week

What's New(s) in Amsterdam - 9 December (ASM International | ASML Holding | BE Semiconductor Industries | Black Friday/Sinterklaas update)

<ul><li>In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase</li></ul>

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in the UK and extension of cross-border proposition • Dutch retail sales | up 2.0% YoY in value and up 0.6% YoY in volume in October • Black Friday update | Sunday’s iDEAL transaction data showed a modest YoY increase

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

Zhen Ding Technology Holding / Equity Bottom-Up

<ul><li>Nvidia expands beyond chips to offer various AI services, becoming a one-stop AI factory for customers.</li><li>Cobalt recycling gains popularity as speculation grows over export restrictions, driving the trend in the industry.</li><li>India and Singapore sign MoU on semiconductors, while UK delegation pursues closer ties with Taiwan for collaboration.</li></ul>

Nvidia expands beyond chips to offer various AI services, becoming a one-stop AI factory for customers.Cobalt recycling gains popularity as speculation grows over export restrictions, driving the trend in the industry.India and Singapore sign MoU on semiconductors, while UK delegation pursues closer ties with Taiwan for collaboration.

Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖

Netherlands

ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.

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ASML Holding NV (ASML NA)

Tech Supply Chain Tracker (14-Jan-2025): TSMC ends PowerAIR Huawei partnership.

TSMC severs relationship with PowerAIR over Huawei worries, China responds to US with customs actions, CXMT starts DDR5 production; India plans...

Tech Supply Chain Tracker

What's New(s) in Amsterdam - 18 December (ASM Int'l / ASML Holding / Besi | Ahold Delhaize | Unilever | IMCD | Fugro | InPost | Ebusco | PostNL)

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | WSTS revises its outlook for worldwide semiconductor market...

The IDEA!

What's New(s) in Amsterdam - 9 December (ASM International | ASML Holding | BE Semiconductor Industries | Black Friday/Sinterklaas update)

In this edition: • ASM International / ASML Holding / BE Semiconductor Industries | brightened outlook for semiconductor equipment sales • Black...

The IDEA!

What's News in Amsterdam - 3 December (ASM International | ASML Holding | InPost | Dutch retail sales | Black Friday update)

In this edition: • ASM International / ASML Holding | US to implement additional export controls to China • InPost | step-up in deployment APMs in...

The IDEA!

Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖

Nvidia expands into AI services, cobalt recycling in demand, India-Singapore semiconductor deal, UK-Taiwan collaboration at SEMICON, Zhen Ding...

Tech Supply Chain Tracker

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