Tech Supply Chain Tracker (15-Aug-2024): Chinese firms lead in EV battery market amid challenges.
Chinese firms dominate EV battery market, Apple developing more affordable AR glasses, Taiwan manufacturers resilient after typhoon, IPC makers...
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Tech Supply Chain Tracker (25-Jul-2024): BOE boosts S. Korean suppliers, Wonik gets more orders
South Korean OLED suppliers benefit from BOE's B16 commitment, Taiwan's wind industry looks to Japan and Korea, Onsemi powers VW EV, Taiwan's AI...
354 Views
Fitipower: Large % Market Cap as Cash Makes for Acquisition Target Price Support
We had a call with Fitipower management to understand the company’s latest situation in light of its weak share price and light analyst coverage.
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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