Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Luxshare Precision Industry / Equity Bottom-Up

<ul><li>Potential Huawei sanctions under a reelected Trump administration could spell trouble for Chinese tech companies.</li><li>Luxshare's acquisition of nine Wingtech ODM subsidiaries indicates a consolidation trend in the tech manufacturing industry.</li><li>The 2025 semiconductor boom is expected to be fueled by AI technology, but could face volatility due to Trump-era policies.</li></ul>

Potential Huawei sanctions under a reelected Trump administration could spell trouble for Chinese tech companies.Luxshare's acquisition of nine Wingtech ODM subsidiaries indicates a consolidation trend in the tech manufacturing industry.The 2025 semiconductor boom is expected to be fueled by AI technology, but could face volatility due to Trump-era policies.

Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.</li><li>Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.</li><li>LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.</li></ul>

China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

<ul><li>LGD plans to invest $1B to expand OLED module production in Vietnam, signaling a commitment to growth in the technology sector.</li><li>Wolfspeed makes a bold move by firing CEO in response to slowdown in the electric vehicle industry, showing a willingness to adapt to market changes.</li><li>MiTAC introduces AIoT innovations for smarter cities and transportation, demonstrating a focus on advancing technology for the future.</li></ul>

LGD plans to invest $1B to expand OLED module production in Vietnam, signaling a commitment to growth in the technology sector.Wolfspeed makes a bold move by firing CEO in response to slowdown in the electric vehicle industry, showing a willingness to adapt to market changes.MiTAC introduces AIoT innovations for smarter cities and transportation, demonstrating a focus on advancing technology for the future.

Tech Supply Chain Tracker (20-Nov-2024): LGD invests $1B in Vietnam OLED production.

<ul><li>Foxconn's reforms at Sharp result in significant profit growth in 2Q24.</li><li>Taiwan supply chains brace for impact of Trump's imminent global tariffs.</li><li>Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.</li></ul>

Foxconn's reforms at Sharp result in significant profit growth in 2Q24.Taiwan supply chains brace for impact of Trump's imminent global tariffs.Apple to boost iPhone production in India following Trump victory, taking advantage of evolving global trade dynamics.

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

<ul><li>Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.</li><li>Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.</li><li>Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.</li></ul>

Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Taiwan

Hon Hai Precision Industry Co., Ltd. provides electronic manufacturing services for computers, communications, and consumer electronic products.  The Company's business operations include desktop and notebook PC assembly, connector production, cable assembly, PCB assembly, handset manufacturing, networking equipment, and other consumer electronic devices manufacturing.

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Hon Hai Precision Industry (2317 TT)

Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0

Potential Huawei sanctions if Trump remains in office, Luxshare acquisition of Wingtech ODM subsidiaries, 2025 semiconductor growth driven by AI,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

China's smartphone market grows in 3Q 2024, Lam Research expands, LG restructures focus, BYD plans cuts, Qualcomm and MediaTek diverge, Nvidia...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (20-Nov-2024): LGD invests $1B in Vietnam OLED production.

Companies such as LGD, MiTAC, Micron, and Foxconn make strategic moves in AI, IoT, and chip production while Samsung and YMTC Zhitai compete in the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Nov-2024): Foxconn reforms boost Sharp's profits.

Foxconn's reforms lead to Sharp's profit growth, Taiwan braces for Trump's tariffs, Nokia and Dixon start manufacturing in India, Apple boosts...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Foxconn boosts SDV for smart car growth, Intel seeks help from Samsung in foundry market competition, Nvidia partners with India on custom chip,...

Tech Supply Chain Tracker

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