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>Sumco to stop silicon wafer production at Miyazaki plant by 2026, impacting supply chain for semiconductor industry.</li><li>MediaTek experiences revenue spike in January due to tariff uncertainty and Chinese subsidies, indicating potential market volatility.</li><li>Pegatron maintains consistent performance in January amid transition period, highlighting company stability.</li></ul>

Sumco to stop silicon wafer production at Miyazaki plant by 2026, impacting supply chain for semiconductor industry.MediaTek experiences revenue spike in January due to tariff uncertainty and Chinese subsidies, indicating potential market volatility.Pegatron maintains consistent performance in January amid transition period, highlighting company stability.

Tech Supply Chain Tracker (12-Feb-2025): Sumco to cease Miyazaki plant's wafer production by 2026.

<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?

<ul><li>Intel's Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.</li><li>Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.</li><li>Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea's absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.</li></ul>

Intel's Panther Lake chip set to drive growth in AI PC market and spark resurgence in semiconductor foundry industry by second half of 2025.Rapidus to provide 2nm chip samples to Broadcom, highlighting advancements in semiconductor technology and potential for increased performance.Taiwanese companies eye opportunities in expanding renewable energy market in the Philippines, showcasing interest in sustainable business practices. CES 2025 sees Nvidia unveiling robot collaborations while concerns emerge over South Korea's absence. Honda and Sony face uncertainty as Afeela 1 debuts, while Tata Elxsi and Qualcomm team up to develop virtual models of Snapdragon Digital Chassis solutions. UK-Taiwan tech partnerships strengthen as British Representative to Taiwan concludes term, reflecting deepening alliance between the two countries.

Tech Supply Chain Tracker (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

<ul><li>Forecasted trends for AI server market by 2025 indicate a significant growth in the industry, with US targeting Tencent and examining the future of WeChat.</li><li>CES 2025 showcases a growing fascination with autonomous vehicles, with Nvidia and Qualcomm leading ecosystem competition, while Garmin's AI-driven Unified Cabin wins Innovation Award.</li><li>India's fab dream holds huge potential but faces significant challenges, as Nvidia and MediaTek surprise alliance disrupts supercomputer market, and Malaysia and Singapore agree on Johor-Singapore Special Economic Zone.</li></ul>

Forecasted trends for AI server market by 2025 indicate a significant growth in the industry, with US targeting Tencent and examining the future of WeChat.CES 2025 showcases a growing fascination with autonomous vehicles, with Nvidia and Qualcomm leading ecosystem competition, while Garmin's AI-driven Unified Cabin wins Innovation Award.India's fab dream holds huge potential but faces significant challenges, as Nvidia and MediaTek surprise alliance disrupts supercomputer market, and Malaysia and Singapore agree on Johor-Singapore Special Economic Zone.

Tech Supply Chain Tracker (10-Jan-2025): Global AI server market trends by 2025.

<ul><li>Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.</li><li>MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.</li><li>US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.</li></ul>

Dell's switch to AMD processors for commercial PCs in CES 2025 poses a threat to Intel's market dominance in the industry.MediaTek and Nvidia's collaboration to develop advanced supercomputer chips at CES 2025 promises enhanced performance and capabilities.US DoD banning Tencent, CATL, and CXMT in response to escalating tech tensions, and Toyota's inauguration pledge to Trump raising concerns.

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

Taiwan

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Mediatek Inc (2454 TT)

Tech Supply Chain Tracker (12-Feb-2025): Sumco to cease Miyazaki plant's wafer production by 2026.

Sumco to cease silicon wafer production in Miyazaki by 2026, MediaTek revenue up in January, Pegatron steady amid transition, Trump imposes steel...

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 (11-Jan-2025): Intel's Panther Lake boosts AI PC growth, foundry recovery by 2H25.

Intel's Panther Lake drives AI PC growth, Rapidus supplies 2nm chips to Broadcom, Taiwanese firms eye Philippines' renewable energy market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-Jan-2025): Global AI server market trends by 2025.

2025 predictions for AI server market, US focuses on Tencent & Apple in China; CES sees interest in autonomous vehicles, Nvidia and Qualcomm...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jan-2025): CES 2025: Dell switches to AMD, hurting Intel.

CES 2025 sees major tech developments: Dell switches to AMD processors, Intel plans 18A processor mass production, US DoD bans Tencent, CATL, and...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)