Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

International Business Machines / Equity Bottom-Up

<ul><li>Intel CEO position vacant; speculation rises after management shake-up at GF. </li><li>Alibaba's Qwen model outperforms DeepSeek V3 in new benchmark test. </li><li>Taiwan notebook market set for growth in 4th quarter of 2024; Global economic slowdown impacting Microchip sales.</li></ul>

Intel CEO position vacant; speculation rises after management shake-up at GF. Alibaba's Qwen model outperforms DeepSeek V3 in new benchmark test. Taiwan notebook market set for growth in 4th quarter of 2024; Global economic slowdown impacting Microchip sales.

Tech Supply Chain Tracker (08-Feb-2025): Intel CEO vacancy fuels speculation after GF shuffle.

<ul><li>Rakuten is utilizing AI and O-RAN to lower telecom costs and broaden its global footprint in the industry, focusing on efficiency and expansion.</li><li>IBM has launched Granite 3.2, an advanced AI platform that incorporates on-demand reasoning and vision-language model to bolster its AI capabilities, fostering innovation in the field of artificial intelligence.</li><li>The GSMA has revealed the four key pillars that will shape the future of 5G technology at MWC 2025, highlighting the importance of advancements in connectivity for the development of mobile networks.</li></ul>

Rakuten is utilizing AI and O-RAN to lower telecom costs and broaden its global footprint in the industry, focusing on efficiency and expansion.IBM has launched Granite 3.2, an advanced AI platform that incorporates on-demand reasoning and vision-language model to bolster its AI capabilities, fostering innovation in the field of artificial intelligence.The GSMA has revealed the four key pillars that will shape the future of 5G technology at MWC 2025, highlighting the importance of advancements in connectivity for the development of mobile networks.

Tech Supply Chain Tracker (05-Mar-2025): Rakuten uses AI and O-RAN to save on telecom costs, targets global growth.

<ul><li>HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025.</li><li>Hushan successfully transforms car door handles into profitable aftermarket products, carving out a niche in the market.</li><li>IBM closes its research facility in China and lays off 1,800 employees, while companies like Jabil, Aequs, and Tata export Indian-made Apple components to China and Vietnam.</li></ul>

HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025.Hushan successfully transforms car door handles into profitable aftermarket products, carving out a niche in the market.IBM closes its research facility in China and lays off 1,800 employees, while companies like Jabil, Aequs, and Tata export Indian-made Apple components to China and Vietnam.

Tech Supply Chain Tracker (04-Mar-2025): HP cuts 2k jobs, offshores China manufacturing for NA by 4Q25

Samsung Electro Mechanics Co, Ltd. / Equity Bottom-Up

<ul><li>Huawei Ascend 910C hits 40% yield, proving profitable and surpassing industry standards at 60% in the near future.</li><li>Semco decides to close Kunshan plant and leave the smartphone HDI market, indicating a shift in business strategy and focus.</li><li>Japanese government seeks US tariff exemption for Rapidus' 2nm chips, signaling potential economic collaboration between countries. Nikola's struggles highlight financial and supply chain hurdles faced by EV startups.</li></ul>

Huawei Ascend 910C hits 40% yield, proving profitable and surpassing industry standards at 60% in the near future.Semco decides to close Kunshan plant and leave the smartphone HDI market, indicating a shift in business strategy and focus.Japanese government seeks US tariff exemption for Rapidus' 2nm chips, signaling potential economic collaboration between countries. Nikola's struggles highlight financial and supply chain hurdles faced by EV startups.

Tech Supply Chain Tracker (26-Feb-2025): Huawei Ascend 910C hits high yield, aims for 60% profit.

<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

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 (08-Feb-2025): Intel CEO vacancy fuels speculation after GF shuffle.

Intel CEO position vacant; GF management shake-up fuels speculation. Alibaba's Qwen model outperforms DeepSeek V3 in new performance benchmark....

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Mar-2025): Rakuten uses AI and O-RAN to save on telecom costs, targets global growth.

Rakuten and IBM leverage AI to drive innovation, while GSMA sets the foundation for 5G's future and Taiwan's electronics industry embraces AI...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (04-Mar-2025): HP cuts 2k jobs, offshores China manufacturing for NA by 4Q25

HP plans to cut 2,000 jobs and shift 90% of its manufacturing from China to North America by the fourth quarter of 2025, while IBM closes its China...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Feb-2025): Huawei Ascend 910C hits high yield, aims for 60% profit.

Huawei Ascend 910C hits 40% yield, profitable with goal for 60%, Semco leaves smartphone HDI market, Japan seeks tariff exemption for Rapidus 2nm...

Tech Supply Chain Tracker

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

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