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>Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.</li><li>IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.</li><li>Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.</li></ul>

Global smartphone sales are anticipated to rise in Q2 2024, presenting an opportunity for Taiwanese firms to act quickly.IBM's Kyndryl spinoff is focusing on addressing India's cybersecurity talent shortage, signaling the need for immediate action.Apple is prioritizing user privacy in its slow launch strategy, while Huawei revolutionizes mobile innovation with a triple-fold smartphone.

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

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>Bonds / Cover Story: Chinese brokerages’ dual roles in bond market sparks concern for conflicts of interest that raises systemic risk </li>
<li>Internet /: New digital ID system is optional, not mandatory, ministry researcher says</li>
<li>Air crash /: Two children among five Chinese nationals killed in Thai plane crash</li>
</ul>


Bonds / Cover Story: Chinese brokerages’ dual roles in bond market sparks concern for conflicts of interest that raises systemic risk 
Internet /: New digital ID system is optional, not mandatory, ministry researcher says
Air crash /: Two children among five Chinese nationals killed in Thai plane crash


CX Daily: Chinese Brokerages’ Dual Roles in Bond Market Sparks Concern for Conflicts of Interest

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>First, let’s start with Intel. Intel had a pretty poor earnings result. There’s no two ways about it.</li><li>Intel reports Q2 EPS $0.02 ex-items vs FactSet $0.10, announces $10B cost reduction plan; suspends dividend</li><li>There was another layoff of around 15% of employees, a full dividend suspension (finally, guys), and a capex cut.</li></ul>

First, let’s start with Intel. Intel had a pretty poor earnings result. There’s no two ways about it.Intel reports Q2 EPS $0.02 ex-items vs FactSet $0.10, announces $10B cost reduction plan; suspends dividendThere was another layoff of around 15% of employees, a full dividend suspension (finally, guys), and a capex cut.

Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>Japan's Meteorological Agency has issued a warning of an upcoming serious 8-9-point earthquake</li>
<li>The expected epicenter is home to at least one dozen semiconductor wafer fabrication plants: "Fabs"</li>
<li>While it's hard to predict earthquakes, this news should be considered when investing in the area.</li>
</ul>


Japan's Meteorological Agency has issued a warning of an upcoming serious 8-9-point earthquake
The expected epicenter is home to at least one dozen semiconductor wafer fabrication plants: "Fabs"
While it's hard to predict earthquakes, this news should be considered when investing in the area.


<ul><li>CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.</li><li>Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.</li><li>Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.</li></ul>

CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

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International Business Machines (IBM US)

Tech Supply Chain Tracker (11-Sep-2024): Global smartphones, 2Q '24

Global smartphone sales rising in Q2 2024, IBM's Kyndryl addresses India's cybersecurity talent shortage, SEMICON India urges Taiwanese firms to...

Tech Supply Chain Tracker

CX Daily: Chinese Brokerages’ Dual Roles in Bond Market Sparks Concern for Conflicts of Interest

Bonds / Cover Story: Chinese brokerages’ dual roles in bond market sparks concern for conflicts of interest that raises systemic risk China’s...

Caixin Global

Intel Missed the Party, while AMD's ZT Systems is the Bet to Stay in the Game

First, let’s start with Intel. Intel had a pretty poor earnings result. There’s no two ways about it. Intel reports Q2 EPS $0.02 ex-items vs...

Fabricated Knowledge

Could a Japan "Megaquake" Disrupt Semis?

Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...

Jim Handy

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

CoSAI partners with tech giants, car interfaces embrace knobs, Apple opposes Tata-Vivo, Biden supports CHIPS Act, Micron ships 9th-gen NAND, Taiwan...

Tech Supply Chain Tracker

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