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>Apple MR device facing possible upgrade to 1,500 PPI OLED display.</li>
<li>Automotive CIS tech set to advance by 2024. Taiwan offers permanent residence to address talent shortage in AI industry.</li>
<li>UK showcases compound semiconductor strength and collaboration with Taiwan. Henkel expands semiconductor focus in India for market growth.</li>
</ul>


Apple MR device facing possible upgrade to 1,500 PPI OLED display.
Automotive CIS tech set to advance by 2024. Taiwan offers permanent residence to address talent shortage in AI industry.
UK showcases compound semiconductor strength and collaboration with Taiwan. Henkel expands semiconductor focus in India for market growth.


Tech Supply Chain Tracker (26-Sep-2024): Apple MR Device Facing Possible Upgrade

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>Qualcomm Eyes Bold, Friendly Intel Acquisition Amid Intel's Existential Crisis</li>
<li>Global Semi Sales Strength Continues In July. How Long Can It Last? </li>
<li>Asustek Soars, Uniquely Making Fresh 52-Week Highs Within PC Makers</li>
</ul>


Qualcomm Eyes Bold, Friendly Intel Acquisition Amid Intel's Existential Crisis
Global Semi Sales Strength Continues In July. How Long Can It Last? 
Asustek Soars, Uniquely Making Fresh 52-Week Highs Within PC Makers


Taiwan Tech Weekly: Qualcomm Eyes Bold Intel Acquisition; Global Semi Sales Strength Continues

<ul>
<li>Microsoft today announced a major Copilot update, called "Wave 2", introducing a new collaborative interface and enhanced Copilot capabilities across all major Office apps.</li>
<li>Copilot continues to gain momentum with large corporations, as Microsoft announced today that Vodafone has adopted it for 68,000 employees.</li>
<li>We remain Structurally Long PC Makers - We continue to believe Microsoft’s Copilot will drive PC upgrades as users recognize the productivity benefits of faster ‘AI PCs’. </li>
</ul>


Microsoft today announced a major Copilot update, called "Wave 2", introducing a new collaborative interface and enhanced Copilot capabilities across all major Office apps.
Copilot continues to gain momentum with large corporations, as Microsoft announced today that Vodafone has adopted it for 68,000 employees.
We remain Structurally Long PC Makers - We continue to believe Microsoft’s Copilot will drive PC upgrades as users recognize the productivity benefits of faster ‘AI PCs’. 


PC Monitor: Microsoft Copilot Wave 2 Unveils Major AI Boost; Reiterate Structural Long for PC Makers

<ul>
<li>TSMC Extends Global Foundry Dominance Amid 33% Sales Surge – A Buy on Weakness Despite Market Concerns</li>
<li>Apple 'Glowtime' AI Announcements: Mixed Analyst and Media Reactions May Overlook Key Advantage — Apple Is Best Positioned to Seamlessly Integrate AI Into Your Smartphone Experience</li>
<li>Taiwan Market Gainers &amp; Losers: Consumer Electronics &amp; Memory Names Some of the Hardest Hit</li>
</ul>


TSMC Extends Global Foundry Dominance Amid 33% Sales Surge – A Buy on Weakness Despite Market Concerns
Apple 'Glowtime' AI Announcements: Mixed Analyst and Media Reactions May Overlook Key Advantage — Apple Is Best Positioned to Seamlessly Integrate AI Into Your Smartphone Experience
Taiwan Market Gainers &amp; Losers: Consumer Electronics &amp; Memory Names Some of the Hardest Hit


Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Last Friday, the S&amp;P Index Committee announced the changes to the S&amp;P500, S&amp;P400, S&amp;P600, and other indices, along with the result of a recent consultation on capping methodology.</li>
<li>The result is about US$23bn a side of flows for the major indices</li>
<li>In the S&amp;P500, DELL, PLTR, and ERIE are ADDs. AAL, ETSY, and BIO are DELETEs. But as always, just knowing the names is deceptive. The history matters more.</li>
</ul>


Last Friday, the S&amp;P Index Committee announced the changes to the S&amp;P500, S&amp;P400, S&amp;P600, and other indices, along with the result of a recent consultation on capping methodology.
The result is about US$23bn a side of flows for the major indices
In the S&amp;P500, DELL, PLTR, and ERIE are ADDs. AAL, ETSY, and BIO are DELETEs. But as always, just knowing the names is deceptive. The history matters more.


S&P 500/400/600 Changes - DELL, PLTR, and ERIE Added, AAL, ETSY, BIO Deleted

United States

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

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Dell Technologies (DELL US)

Tech Supply Chain Tracker (26-Sep-2024): Apple MR Device Facing Possible Upgrade

Apple MR device facing possible upgrade to 1,500 PPI OLED display. Taiwan offers permanent residence, UK shows strength in compound semiconductors,...

Tech Supply Chain Tracker

Taiwan Tech Weekly: Qualcomm Eyes Bold Intel Acquisition; Global Semi Sales Strength Continues

Qualcomm considers acquiring struggling Intel, global semiconductor sales remain strong in July, Asustek achieves new highs among PC makers.

Vincent Fernando, CFA

PC Monitor: Microsoft Copilot Wave 2 Unveils Major AI Boost; Reiterate Structural Long for PC Makers

MSFT's Copilot update brings new collaborative interface and enhanced capabilities to Office apps, gaining traction with large corporations like...

Vincent Fernando, CFA

Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered

TSMC extending its lead in global foundry with Intel and Samsung needing help. Apple best positioned deliver the AI phone 'dream'. Taiwan market...

Vincent Fernando, CFA

S&P 500/400/600 Changes - DELL, PLTR, and ERIE Added, AAL, ETSY, BIO Deleted

The S and P Index Committee announced its September changes to the major indices on Friday along with changes to the Sector indices which means...

Travis Lundy

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52-week Range

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Tech Supply Chain Tracker (26-Sep-2024): Apple MR Device Facing Possible Upgrade

Apple MR device facing possible upgrade to 1,500 PPI OLED display. Taiwan offers permanent residence, UK shows strength in compound semiconductors,...

Tech Supply Chain Tracker

Taiwan Tech Weekly: Qualcomm Eyes Bold Intel Acquisition; Global Semi Sales Strength Continues

​Qualcomm considers acquiring struggling Intel, global semiconductor sales remain strong in July, Asustek achieves new highs among PC makers.

Vincent Fernando, CFA

PC Monitor: Microsoft Copilot Wave 2 Unveils Major AI Boost; Reiterate Structural Long for PC Makers

MSFT's Copilot update brings new collaborative interface and enhanced capabilities to Office apps, gaining traction with large corporations like...

Vincent Fernando, CFA

Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered

​TSMC extending its lead in global foundry with Intel and Samsung needing help. Apple best positioned deliver the AI phone 'dream'. Taiwan market...

Vincent Fernando, CFA

S&P 500/400/600 Changes - DELL, PLTR, and ERIE Added, AAL, ETSY, BIO Deleted

The S and P Index Committee announced its September changes to the major indices on Friday along with changes to the Sector indices which means...

Travis Lundy

Qualcomm considers acquiring struggling Intel, global semiconductor sales remain strong in July, Asustek achieves new highs among PC makers.

TSMC extending its lead in global foundry with Intel and Samsung needing help. Apple best positioned deliver the AI phone 'dream'. Taiwan market...