Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.</li><li>Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.</li><li>Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.</li></ul>

By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Equity Bottom-Up

Foxconn Technology Corp / Equity Bottom-Up

<ul><li>Foxconn is facing one of its biggest compliance challenges on the Chinese mainland, where the key iPhone assembler has been caught in the crosshairs of government investigators.</li><li>Multiple Foxconn-affiliated entities are being investigated by Chinese authorities as part of probes into the company’s mainland facilities, Caixin confirmed Monday with Foxconn Industrial Internet Co. Ltd., the Taiwanese contract manufacturer’s Shanghai-listed arm.</li><li>State-owned newspaper Global Times first reported Sunday that Foxconn, also known as Hon Hai Precision Industry Co. Ltd., was facing tax and land-use probes into its mainland facilities.</li></ul>

Foxconn is facing one of its biggest compliance challenges on the Chinese mainland, where the key iPhone assembler has been caught in the crosshairs of government investigators.Multiple Foxconn-affiliated entities are being investigated by Chinese authorities as part of probes into the company’s mainland facilities, Caixin confirmed Monday with Foxconn Industrial Internet Co. Ltd., the Taiwanese contract manufacturer’s Shanghai-listed arm.State-owned newspaper Global Times first reported Sunday that Foxconn, also known as Hon Hai Precision Industry Co. Ltd., was facing tax and land-use probes into its mainland facilities.

How Foxconn Triumphed on the Chinese Mainland 

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul>
<li>AMD’s 3Q23 results were largely in line with market expectations, despite its weaker 4Q23 guidance on gaming slowdown.</li>
<li>3Q revenue increased 4% YoY /8% QoQ to US$5.8bn driven by record sales of server CPU and strong Ryzen processor sales.</li>
<li>GPM improved 1ppt YoY to 51% and EPS increased 4% YoY to US$0.7, mainly driven by strong client segment and better product mix.</li>
</ul>
<p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>


AMD’s 3Q23 results were largely in line with market expectations, despite its weaker 4Q23 guidance on gaming slowdown.
3Q revenue increased 4% YoY /8% QoQ to US$5.8bn driven by record sales of server CPU and strong Ryzen processor sales.
GPM improved 1ppt YoY to 51% and EPS increased 4% YoY to US$0.7, mainly driven by strong client segment and better product mix.

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Technology – Implications of AMD 3Q23: PC Recovery and AI PC Opportunities

Taiwan

Foxconn Industrial Internet Co., Ltd. operates as a communication network equipment development company. The Company develops and sells network switches, routers, wireless devices, web servers, set top boxes, smart home gateways, and other products. Foxconn Industrial Internet also manufactures storage equipment.

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Foxconn Industrial Internet (601138 CH)

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

By Q4 2025, Taiwan's wafer foundry industry will advance with Foxconn and OpenAI's collaboration, while Anthropic targets profitability by 2028...

Tech Supply Chain Tracker

How Foxconn Triumphed on the Chinese Mainland

Foxconn is facing one of its biggest compliance challenges on the Chinese mainland, where the key iPhone assembler has been caught in the...

Caixin Global

China Technology – Implications of AMD 3Q23: PC Recovery and AI PC Opportunities

AMD’s 3Q23 results were largely in line with market expectations, despite its weaker 4Q23 guidance on gaming slowdown. 3Q revenue increased 4% YoY...

CMB International

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