Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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<ul><li>Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.</li><li>Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.</li><li>TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.</li></ul>

Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

<ul><li>Global EV charger market overview with key players highlighted in the industry, including a focus on technological advancements.</li><li>Ex-IBM Chief Accessibility Officer seeks to revolutionize digital inclusion in Taiwan's manufacturing sector through innovative strategies and initiatives.</li><li>Updates on notebook shipment for April 2024, global smartphone sales in the first quarter of 2024 as well as collaborations such as SDC &amp; Lenovo teaming up to launch slidable display devices by 2025.</li></ul>

Global EV charger market overview with key players highlighted in the industry, including a focus on technological advancements.Ex-IBM Chief Accessibility Officer seeks to revolutionize digital inclusion in Taiwan's manufacturing sector through innovative strategies and initiatives.Updates on notebook shipment for April 2024, global smartphone sales in the first quarter of 2024 as well as collaborations such as SDC &amp; Lenovo teaming up to launch slidable display devices by 2025.

Tech Supply Chain Tracker (25-May-2024): Global EV charger market & key players

<ul>
<li>China's smartphone market saw growth in 1Q 2024, with increased shipments of OLED panels indicating potential for LG.</li>
<li>Panasonic's battery unit received US subsidy but faces weak EV demand, potentially hurting sales.</li>
<li>Concerns rise as tech giants invest in AI infrastructure, with focus on consolidation, data privacy, and potential misuse of power.</li>
</ul>


China's smartphone market saw growth in 1Q 2024, with increased shipments of OLED panels indicating potential for LG.
Panasonic's battery unit received US subsidy but faces weak EV demand, potentially hurting sales.
Concerns rise as tech giants invest in AI infrastructure, with focus on consolidation, data privacy, and potential misuse of power.


Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024

Research from Quam Securities, Quam Securities

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Research from Quam Securities

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Since its inception in 1986, Quam Securities Limited (Quam Securities) has grown to become one of the few mid-tier securities brokerages in Hong Kong with global execution capabilities for both private and institutional clients. It boasts a well-established network in Greater China including Taiwan and in major world markets through the Global Alliance Partners (GAP). Quam Securities is well-positioned not only to harness and drive business within the China Tonghai International Financial Limited but also between China and the world markets.

<div><div><div><ul><li>Lenovo (992 HK, NR), which is the #1 PC maker globally, reported flat revenue for 1QFY3/23, which was in line with expectations but earnings beat with 11% y/y growth.</li><li>Intelligent devices group (IDG) revenue, which incl. PC, smartphones and other smart devices, fell 3% y/y as the segment was affected by a poor PC market, but its exposure to the corporate segment helped buffering the impact from weakness in the consumer segment.</li><li><div><div><p>As previously highlighted by other tech companies along different levels of the value chain, demand for servers and related components remained resilient.</p></div></div></li></ul></div></div></div>

Lenovo (992 HK, NR), which is the #1 PC maker globally, reported flat revenue for 1QFY3/23, which was in line with expectations but earnings beat with 11% y/y growth.Intelligent devices group (IDG) revenue, which incl. PC, smartphones and other smart devices, fell 3% y/y as the segment was affected by a poor PC market, but its exposure to the corporate segment helped buffering the impact from weakness in the consumer segment.As previously highlighted by other tech companies along different levels of the value chain, demand for servers and related components remained resilient.

Tactical Trade Idea – Lenovo: Continued to Outperform

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BondEvalue is a Singapore-based Fintech that specializes in bond market data and technology. The company's information services business offers bond market data on hard-currency corporate & sovereign bonds across Asia, Middle East, Europe and the Americas. The data, which includes bond prices, yields, news and analytics, is offered to end investors via interactive Mobile and Web Apps. Investors can sign up for a free trial of the service either via the company's website (https://bondevalue.com) or by downloading the BondEvalue Mobile App (http://onelink.to/wej7jq). BondEvalue is also developing an electronic bond exchange, BondbloX in Singapore that allows investors to trade bonds electronically in smaller sizes (US$1,000 or equivalent). For more information, visit https://www.bondblox.com/

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The world’s largest PC maker Lenovo Group has withdrawn its application to list on Shanghai’s Star Market just eight days after the company was accepted by the exchange. This is the second largest IPO withdrawal after Ant Group scrapped its $39.7bn dual listing in November last year. Lenovo, which is already listed on the New York and Hong Kong exchanges, had planned to raise up to $1.8bn via a sale of Chinese depository receipts (CDRs), making it the first Red Chip (Term of the day) to do so. The IPO withdrawal is a setback for the Star Market, which positions itself as the “centre stage for China’s technology champions” as per SCMP.

Lenovo Scraps $1.8bn IPO on Shanghai’s Star Market

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Lenovo Group Limited, through its subsidiaries, sells, and manufactures personal computers and handheld devices. The Company also provides Internet services and IT services, and contracting manufacturing business.

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Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

Samsung aims for 1,000-layer 3D NAND by 2030, while showcasing innovation with 16-layer 3D DRAM, Lenovo targets global market with AI PCs, and TSMC...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-May-2024): Global EV charger market & key players

Global EV charger market overview, Lenovo and SDC announce partnership for slidable display devices by 2025, Absolics receives US CHIPS Act subsidy...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024

China's smartphone market grows in 1Q 2024, LG competes with Samsung in OLED panels, Panasonic's battery unit receives subsidy, tech giants invest...

Tech Supply Chain Tracker

Tactical Trade Idea – Lenovo: Continued to Outperform

Lenovo (992 HK, NR), which is the #1 PC maker globally, reported flat revenue for 1QFY3/23, which was in line with expectations but earnings beat...

Quam Securities

Lenovo Scraps $1.8bn IPO on Shanghai’s Star Market

The world’s largest PC maker Lenovo Group has withdrawn its application to list on Shanghai’s Star Market just eight days after the company was...

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