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>AI server BBU status being monitored to ensure no issues on the artificial intelligence server, ensuring smooth operations.</li><li>TSMC's global update highlights Japan, US, and Europe's progress, showcasing Taiwan's chip giant's influence worldwide.</li><li>Xiaomi investing in GPU cluster for faster processing, China's Hua Hong appoints Intel veteran as President, South Korea investing $24.79 million in chip R&amp;D projects.</li></ul>

AI server BBU status being monitored to ensure no issues on the artificial intelligence server, ensuring smooth operations.TSMC's global update highlights Japan, US, and Europe's progress, showcasing Taiwan's chip giant's influence worldwide.Xiaomi investing in GPU cluster for faster processing, China's Hua Hong appoints Intel veteran as President, South Korea investing $24.79 million in chip R&amp;D projects.

Tech Supply Chain Tracker (03-Jan-2025): Check AI server BBU status.

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

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>Japan's markets displayed resilience this week, with the Nikkei 225 surging 4% and the Topix climbing 3.7%, buoyed by a weaker yen that bolstered exporter gains</li>
<li>Honda’s stock soared 25% this week, driven by the announcement of a massive share buyback of up to ¥1.1 trillion</li>
<li>Sega Sammy’s stock surged 18% this week, fueled by the stellar box office performance of the film Sonic × Shadow</li>
</ul>


Japan's markets displayed resilience this week, with the Nikkei 225 surging 4% and the Topix climbing 3.7%, buoyed by a weaker yen that bolstered exporter gains
Honda’s stock soared 25% this week, driven by the announcement of a massive share buyback of up to ¥1.1 trillion
Sega Sammy’s stock surged 18% this week, fueled by the stellar box office performance of the film Sonic × Shadow


Japan Weekly | Market Resilience - Honda, MMC, Sega

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>Rapidus vs. TSMC: Can Japan's Newcomer Compete in the 2nm Race?</li>
<li>Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech </li>
<li>Hon Hai Pauses Nissan Pursuit Amid Honda Talks -- A Japanese Savior for Nissan is Likely But This Confirms Hon Hai's EV Ambitions Remain High</li>
</ul>


Rapidus vs. TSMC: Can Japan's Newcomer Compete in the 2nm Race?
Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech 
Hon Hai Pauses Nissan Pursuit Amid Honda Talks -- A Japanese Savior for Nissan is Likely But This Confirms Hon Hai's EV Ambitions Remain High


Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li>A potential merger between Nissan Motor and Honda Motor would create the third largest auto group in the world.</li>
<li>If this merger is successful, it could have a short term positive impact on Hyundai Motor since it could result in a reduction of overlapping sales/marketing and production of Nissan.</li>
<li>However, a merger of Honda and Nissan could negatively impact Hyundai Motor over the long term because the merged entity could produce more high quality, price competitive vehicles.</li>
</ul>


A potential merger between Nissan Motor and Honda Motor would create the third largest auto group in the world.
If this merger is successful, it could have a short term positive impact on Hyundai Motor since it could result in a reduction of overlapping sales/marketing and production of Nissan.
However, a merger of Honda and Nissan could negatively impact Hyundai Motor over the long term because the merged entity could produce more high quality, price competitive vehicles.


A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

Japan

Honda Motor Co., Ltd. develops, manufactures, and distributes motorcycles, automobiles, and power products such as generators and farm machinery. The Company also operates a financial credit business.  Honda Motor has manufacturing facilities in the US, Canada, the UK, France, Italy, Spain, Brazil, Mexico, India, and Thailand.

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Honda Motor Co Ltd (Adr) (HMC US)

Tech Supply Chain Tracker (03-Jan-2025): Check AI server BBU status.

Global AI and chip industry updates: TSMC flourishing, Xiaomi investing in LLM, Hua Hong's new President, South Korea's R&D projects, Micron's...

Tech Supply Chain Tracker

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

Japan Weekly | Market Resilience - Honda, MMC, Sega

Japanese markets showed strong resilience this week, with the Nikkei 225 and Topix both climbing significantly, boosted by a weaker yen benefiting...

Mark Chadwick

Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...

Vincent Fernando, CFA

A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

In this insight, we discuss the impact of a potential merger between Nissan Motor and Honda Motor which would create one of the largest auto groups...

Douglas Kim

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52-week Range

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Tech Supply Chain Tracker (03-Jan-2025): Check AI server BBU status.

Global AI and chip industry updates: TSMC flourishing, Xiaomi investing in LLM, Hua Hong's new President, South Korea's R&D projects, Micron's...

Tech Supply Chain Tracker

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

Japan Weekly | Market Resilience - Honda, MMC, Sega

​Japanese markets showed strong resilience this week, with the Nikkei 225 and Topix both climbing significantly, boosted by a weaker yen benefiting...

Mark Chadwick

Taiwan Tech Weekly: Rapidus's Challenge Vs. TSMC for 2nm; Hon Hai Hunting for Automaker Acquisition

​Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...

Vincent Fernando, CFA

A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

In this insight, we discuss the impact of a potential merger between Nissan Motor and Honda Motor which would create one of the largest auto groups...

Douglas Kim

Japanese markets showed strong resilience this week, with the Nikkei 225 and Topix both climbing significantly, boosted by a weaker yen benefiting...

Japan's newcomer Rapidus challenges TSMC in the 2nm race; Hon Hai's pursuit of Nissan pauses due to Nissan-Honda talks, but signals Hon Hai's...