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>ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.</li><li>Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.</li><li>DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.</li></ul>

ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

<ul><li>HTC and VIA are focusing on niche markets and expanding technological capabilities to stay relevant, while Japanese toolmakers turn to AI amid China market uncertainty.</li><li>Nvidia CEO highlights strategic partnership with China's robotics unicorns, as Acer expands into lifestyle products with Acerpure line.</li><li>Singapore and Malaysia remain optimistic despite US AI chip restrictions, while India's local EMS and semiconductor industries show growth in the technology sector.</li></ul>

HTC and VIA are focusing on niche markets and expanding technological capabilities to stay relevant, while Japanese toolmakers turn to AI amid China market uncertainty.Nvidia CEO highlights strategic partnership with China's robotics unicorns, as Acer expands into lifestyle products with Acerpure line.Singapore and Malaysia remain optimistic despite US AI chip restrictions, while India's local EMS and semiconductor industries show growth in the technology sector.

Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Taiwan startup secures military contract for anti-drone tech, expanding manufacturing in mobile sector</li><li>Dixon sees phone sales spike, eyes display fab with India semiconductor incentive</li><li>Samsung delays DRAM development, CG Power granted subsidy for OSAT facility, Poland faces US sanctions, Taiwan quake impacts semiconductor production, ByteDance dominates AI chatbot market, Broadcom and Marvell compete in ASIC opportunities</li></ul>

Taiwan startup secures military contract for anti-drone tech, expanding manufacturing in mobile sectorDixon sees phone sales spike, eyes display fab with India semiconductor incentiveSamsung delays DRAM development, CG Power granted subsidy for OSAT facility, Poland faces US sanctions, Taiwan quake impacts semiconductor production, ByteDance dominates AI chatbot market, Broadcom and Marvell compete in ASIC opportunities

Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.

<ul><li>Japanese IDMs are increasing global investments, while the US keeps a close eye on China's chip industry to adjust supply chains.</li><li>Compal Electronics introduces a new liquid cooling solution for effective cooling of electronic devices.</li><li>Google enhances AI visual generation with Veo 2, Imagen 3, and Whisk, while Innolux focuses on FOPLP and Lam boosts fab efficiency with collaborative robots.</li></ul>

Japanese IDMs are increasing global investments, while the US keeps a close eye on China's chip industry to adjust supply chains.Compal Electronics introduces a new liquid cooling solution for effective cooling of electronic devices.Google enhances AI visual generation with Veo 2, Imagen 3, and Whisk, while Innolux focuses on FOPLP and Lam boosts fab efficiency with collaborative robots.

Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs' global investment plans.

<ul><li>Spatial display market focuses on distribution optimization, demographic targeting, and visibility enhancement to boost sales and engagement.</li><li>Panel makers shift to chip packaging as consumer electronics industry slows down, while Taiwan plans its own Starlink due to satellite launch delay.</li><li>Texas offers incentives to attract Taiwan chip giants, Apple Intelligence foresees revenue growth, and MediaTek anticipates an upturn with Dimensity 9400.</li></ul>

Spatial display market focuses on distribution optimization, demographic targeting, and visibility enhancement to boost sales and engagement.Panel makers shift to chip packaging as consumer electronics industry slows down, while Taiwan plans its own Starlink due to satellite launch delay.Texas offers incentives to attract Taiwan chip giants, Apple Intelligence foresees revenue growth, and MediaTek anticipates an upturn with Dimensity 9400.

Tech Supply Chain Tracker (12-Sep-2024): Spatial display market path

Taiwan

Innolux Corporation manufactures TFT-LCD, LCD models and LCD monitors. The company also provides research, development, manufacturing and retails business.

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Innolux Corp (3481 TT)

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?

HTC, VIA, and Asian tech companies are expanding into niche markets and embracing new technologies to remain competitive, while Samsung faces...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.

Taiwan startup wins military contract, Dixon expands phone sales, Samsung delays DRAM development, CG Power receives subsidy in India, Poland faces...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs' global investment plans.

Japanese IDMs expand globally, US watches China's chip industry, Compal Electronics introduces liquid cooling, Google enhances AI visuals, Innolux...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (12-Sep-2024): Spatial display market path

Spatial display market focuses on optimization, target demographics, visibility for sales boost; Taiwan develops Starlink alternative, Texas offers...

Tech Supply Chain Tracker

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