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>China has reintroduced trade-in subsidies aimed at boosting sales of ICT devices in the market.</li><li>A new partnership between Sony and TCL may create substantial competition for Samsung in the OLED sector.</li><li>Nvidia has surpassed Apple to become TSMC's largest customer, indicating a shift in market dynamics.</li></ul>

China has reintroduced trade-in subsidies aimed at boosting sales of ICT devices in the market.A new partnership between Sony and TCL may create substantial competition for Samsung in the OLED sector.Nvidia has surpassed Apple to become TSMC's largest customer, indicating a shift in market dynamics.

Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT

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

Cross Asset Strategy

<ul><li>Four things to know about Chinese policy banks’ extra $120 billion for infrastructure</li><li>Cambodia and Myanmar race to become the next apparel manufacturing hub</li><li>Charts of the Day: China looms large in Laos debt crisis</li></ul>

Four things to know about Chinese policy banks’ extra $120 billion for infrastructureCambodia and Myanmar race to become the next apparel manufacturing hubCharts of the Day: China looms large in Laos debt crisis

CX Daily: Four Things to Know About Chinese Policy Banks’ Extra $120 Billion for Infrastructure

Equity Bottom-Up

<ul><li>China smartphone market in 4Q 2024 expected to see growth, intensifying competition among top brands.</li><li>GlobalWafers remains stable despite uncertainty around US CHIPS Act funding.</li><li>Yageo surprises with Shibaura Electronics takeover bid, Foxconn proposes partnership with Nissan, Forces Mos wins patent case against Asus.</li></ul>

China smartphone market in 4Q 2024 expected to see growth, intensifying competition among top brands.GlobalWafers remains stable despite uncertainty around US CHIPS Act funding.Yageo surprises with Shibaura Electronics takeover bid, Foxconn proposes partnership with Nissan, Forces Mos wins patent case against Asus.

Tech Supply Chain Tracker (15-Feb-2025): China smartphone market, 4Q '24

Sino American Silicon Products / Equity Bottom-Up

<ul><li>GlobalWafers secures $400M from CHIPS Act to boost semiconductor production amid global chip shortage.</li><li>Samsung intensifies focus on wearable device sales with new strategies to adapt to declining demand in market.</li><li>Acer targets Indian smartphone market with white-label approach and Qualcomm teams up with Microsoft to innovate PCs using AI technology.</li></ul>

GlobalWafers secures $400M from CHIPS Act to boost semiconductor production amid global chip shortage.Samsung intensifies focus on wearable device sales with new strategies to adapt to declining demand in market.Acer targets Indian smartphone market with white-label approach and Qualcomm teams up with Microsoft to innovate PCs using AI technology.

Tech Supply Chain Tracker (18-Jul-2024): GlobalWafers gets $400M CHIPS Act funds.

<ul><li>GlobalWafers secures $400M of CHIPS Act funding; boosting semiconductor production capacity and technological advancements.</li><li>Acer targets India's booming smartphone market with a white-label strategy; aiming to capitalize on the growing demand.</li><li>Qualcomm collaborates with Microsoft to revolutionize PCs in the AI era; promising groundbreaking advancements in affordable chip designs.</li></ul>

GlobalWafers secures $400M of CHIPS Act funding; boosting semiconductor production capacity and technological advancements.Acer targets India's booming smartphone market with a white-label strategy; aiming to capitalize on the growing demand.Qualcomm collaborates with Microsoft to revolutionize PCs in the AI era; promising groundbreaking advancements in affordable chip designs.

Tech Supply Chain Tracker (17-Jul-2024): GlobalWafers gets $400M CHIPS Act funding.

Taiwan

Globalwafers Co., Ltd. specializes in silicon wafer manufacturing and also provides solar wafers and crystal rods. The Company possesses a complete production line from ingot growth, slicing, etching, diffusion, polishing to epitaxy. Their products include Epi wafers, polished wafers, etched wafers, ultra thin wafers and deep diffusion wafers.

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Globalwafers (6488 TT)

Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT

China's trade-in subsidies boost ICT sales, while Sony and TCL challenge Samsung in OLEDs, Nvidia surpasses Apple as TSMC's top customer, and...

Tech Supply Chain Tracker

CX Daily: Four Things to Know About Chinese Policy Banks’ Extra $120 Billion for Infrastructure

Four things to know about Chinese policy banks’ extra $120 billion for infrastructure. Cambodia and Myanmar race to become the next apparel...

Caixin Global

Tech Supply Chain Tracker (15-Feb-2025): China smartphone market, 4Q '24

China's smartphone market is growing, GlobalWafers remains stable, quantum computing advances, Yageo bids for Shibaura Electronics, Foxconn...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (18-Jul-2024): GlobalWafers gets $400M CHIPS Act funds.

GlobalWafers gets $400M funding, Samsung boosts wearable sales, ASML sees growth with AI and China, Acer targets India, Qualcomm and Microsoft...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-Jul-2024): GlobalWafers gets $400M CHIPS Act funding.

GlobalWafers secures $400M from CHIPS Act, Samsung targets wearable sales, ASML sees high demand, Acer eyes India market, Qualcomm/Microsoft...

Tech Supply Chain Tracker

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