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>2024 Taiwan notebooks set for release in 3rd quarter, increasing competition in the tech market.</li><li>TSMC's October revenue surpasses NT$300 billion, fueled by orders from major clients, showcasing the company's strong performance.</li><li>Wafer Works establishes new 12-inch semiconductor fab in Taiwan to cater to AI and EV industries globally, highlighting the industry's growth and development.</li></ul>

2024 Taiwan notebooks set for release in 3rd quarter, increasing competition in the tech market.TSMC's October revenue surpasses NT$300 billion, fueled by orders from major clients, showcasing the company's strong performance.Wafer Works establishes new 12-inch semiconductor fab in Taiwan to cater to AI and EV industries globally, highlighting the industry's growth and development.

Tech Supply Chain Tracker (09-Nov-2024): Taiwan notebooks, Q3 2024

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.</li><li>Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.</li><li>Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.</li></ul>

SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

<ul><li>China overtakes Japan in auto exports despite tariff hurdles, solidifying its dominance in the industry.</li><li>Samsung Display moves up 8.6G IT OLED mass production plan to 2025, aiming for quicker industry advancements.</li><li>Nvidia's Jensen Huang requests early HBM4 delivery from SK Hynix, signaling potential developments in the tech sector.</li></ul>

China overtakes Japan in auto exports despite tariff hurdles, solidifying its dominance in the industry.Samsung Display moves up 8.6G IT OLED mass production plan to 2025, aiming for quicker industry advancements.Nvidia's Jensen Huang requests early HBM4 delivery from SK Hynix, signaling potential developments in the tech sector.

Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.

<ul><li>Luxembourg startup seeks EUR30M to expand global 5G IoT satellite operations, aiming for increased connectivity worldwide.</li><li>South Korea focuses on utilizing nuclear power to boost exports and ensure energy security for the nation's future.</li><li>Next-generation iPhone 17 models will feature LTPO OLED panels from Samsung and LG Display, enhancing display quality for users.</li></ul>

Luxembourg startup seeks EUR30M to expand global 5G IoT satellite operations, aiming for increased connectivity worldwide.South Korea focuses on utilizing nuclear power to boost exports and ensure energy security for the nation's future.Next-generation iPhone 17 models will feature LTPO OLED panels from Samsung and LG Display, enhancing display quality for users.

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Ate Energy International Co / Equity Bottom-Up

<ul><li>Southern Taiwan Science Park's output value is projected to hit a new high in 2024, indicating growth in the technology sector of Taiwan.</li><li>Taiwan is looking for global solutions to tackle its green energy deficit, highlighting the government's efforts to promote renewable energy sources.</li><li>Chinese security measures impact tech giants like Micron, Intel, and Tesla, while Samsung resolves labor dispute in India and adjusts HBM production target.</li></ul>

Southern Taiwan Science Park's output value is projected to hit a new high in 2024, indicating growth in the technology sector of Taiwan.Taiwan is looking for global solutions to tackle its green energy deficit, highlighting the government's efforts to promote renewable energy sources.Chinese security measures impact tech giants like Micron, Intel, and Tesla, while Samsung resolves labor dispute in India and adjusts HBM production target.

Tech Supply Chain Tracker (22-Oct-2024): Southern Taiwan Science Park output value hits record high in 2024.

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.

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Samsung Electronics (SMSN LI)

Tech Supply Chain Tracker (09-Nov-2024): Taiwan notebooks, Q3 2024

Taiwan's semiconductor industry sees growth as TSMC's revenue surpasses NT$300 billion, Wafer Works opens new fab, SMIC targets global chip market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

Tech companies like SK Hynix, TSMC, Meta, Intel, and Samsung are making strategic moves in the industry while facing challenges like revenue...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.

China leads global auto exports while Samsung accelerates OLED production, Nvidia pushes for early delivery, Trump hints at CHIPS Act shutdown,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (02-Nov-2024): Luxembourg startup needs EUR30M for 5G IoT satellites.

Luxembourg startup seeks funding for global 5G IoT satellite expansion, South Korea boosts nuclear power for exports, iPhone 17 to feature LTPO...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Oct-2024): Southern Taiwan Science Park output value hits record high in 2024.

Taiwan faces green energy dilemma as businesses struggle with waste surplus, seeking international solutions to meet energy demands and reduce...

Tech Supply Chain Tracker

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