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>Intel's Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.</li><li>Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.</li><li>Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea's absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.</li></ul>

Intel's Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea's absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.

Tech Supply Chain Tracker (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

<ul><li>AI inkjet breakthrough in semiconductor manufacturing promises more precise coating, revolutionizing tech industry processes.</li><li>China's price war in EV sector causes financial chaos and supply chain disruptions for 2 years, impacting global market.</li><li>US House considers OLED import ban following patent dispute with Samsung Display Corporation, keeping spotlight on patent issues.</li></ul>

AI inkjet breakthrough in semiconductor manufacturing promises more precise coating, revolutionizing tech industry processes.China's price war in EV sector causes financial chaos and supply chain disruptions for 2 years, impacting global market.US House considers OLED import ban following patent dispute with Samsung Display Corporation, keeping spotlight on patent issues.

Tech Supply Chain Tracker (26-Dec-2024): AI inkjet tech offers precise semiconductor coating.

<ul><li>Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.</li><li>BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.</li><li>Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.</li></ul>

Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

<ul><li>TSMC's November revenue decline was better than expected, poised for nearly 30% annual revenue growth.</li><li>SK Hynix restructures CIS organization to replicate HBM success model, aiming for improved performance.</li><li>TSMC founder sheds light on reasons behind Samsung and Intel's setbacks, pointing out core issues. YMTC refutes backdoor listing rumors, facing industry scrutiny; while Samsung explores using discrete LPDDR for AI-driven iPhones and China investigates Nvidia amid US-China chip tensions.</li></ul>

TSMC's November revenue decline was better than expected, poised for nearly 30% annual revenue growth.SK Hynix restructures CIS organization to replicate HBM success model, aiming for improved performance.TSMC founder sheds light on reasons behind Samsung and Intel's setbacks, pointing out core issues. YMTC refutes backdoor listing rumors, facing industry scrutiny; while Samsung explores using discrete LPDDR for AI-driven iPhones and China investigates Nvidia amid US-China chip tensions.

Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.

Thematic (Sector/Industry)

<ul><li>Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.</li><li>Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.</li><li>The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.</li></ul>

Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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Samsung Electronics Pref Shares (005935 KS)

Tech Supply Chain Tracker (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

Intel's Panther Lake drives AI PC growth, Rapidus supplies 2nm chips to Broadcom, Taiwanese firms eye Philippines' renewable energy market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Dec-2024): AI inkjet tech offers precise semiconductor coating.

AI inkjet breakthrough enhances semiconductor production; China's EV price war disrupts market; US House considers OLED import ban after patent...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

Samsung Display appoints new VP for strategic realignment, BYD and Gotion expand EV and battery production, Google reveals Gemini 2.0 and TPU...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (11-Dec-2024): TSMC Nov revenue decline less than expected, annual rev up by 30%.

TSMC's revenue decline in November was less than expected, on track for 30% annual increase; SK Hynix restructures, TSMC founder explains Samsung...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Horizon Robotics advances China's autonomous driving, Foxtron's Luxgen deal raises concerns, Wistron and Pegatron support Health2Sync, while BOE...

Tech Supply Chain Tracker

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