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>Taiwanese wafer industry anticipates growth in the first quarter of 2025, boosting the country's economy.</li><li>Compal teams up with Kalyani Group to bring server manufacturing to India, enhancing local production and technology.</li><li>Chinese lithium battery companies face challenges due to Trump's tariffs, impacting their ability to operate effectively.</li></ul>

Taiwanese wafer industry anticipates growth in the first quarter of 2025, boosting the country's economy.Compal teams up with Kalyani Group to bring server manufacturing to India, enhancing local production and technology.Chinese lithium battery companies face challenges due to Trump's tariffs, impacting their ability to operate effectively.

Tech Supply Chain Tracker (07-Mar-2025): Taiwan wafer industry, 1Q 2025.

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>TSMC's Latest Global Expansion Plans, Visualized; Taiwan Manufacturing Will Continue to Remain One Generation Ahead of Overseas</li>
<li>TSMC (2330.TT; TSM.US): Invest Further in US up to 100bn; Intel Foundry Service Gets Direct Clients.</li>
<li>Memory Monitor: Nanya Tech Soared on DRAM Recovery and Custom HBM News </li>
</ul>


TSMC's Latest Global Expansion Plans, Visualized; Taiwan Manufacturing Will Continue to Remain One Generation Ahead of Overseas
TSMC (2330.TT; TSM.US): Invest Further in US up to 100bn; Intel Foundry Service Gets Direct Clients.
Memory Monitor: Nanya Tech Soared on DRAM Recovery and Custom HBM News 


Taiwan Tech Weekly: TSMC's Expansion Visualized; Implications of New U.S. Investment; New HBM Memory

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Global EV sales in 2024 were strong, with forecasts for 2025 looking promising as well, showcasing the growth of the electric vehicle market.</li><li>Asus and Gigabyte secure large AI server orders from Nvidia, highlighting efforts to boost US manufacturing and strengthen partnerships in the tech industry.</li><li>iPhone 16e price hints at a move away from the budget market, indicating a potential shift in Apple's pricing strategy for future phone releases.</li></ul>

Global EV sales in 2024 were strong, with forecasts for 2025 looking promising as well, showcasing the growth of the electric vehicle market.Asus and Gigabyte secure large AI server orders from Nvidia, highlighting efforts to boost US manufacturing and strengthen partnerships in the tech industry.iPhone 16e price hints at a move away from the budget market, indicating a potential shift in Apple's pricing strategy for future phone releases.

Tech Supply Chain Tracker (25-Feb-2025): Global EV sales: 2024 review, 2025 forecast

<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>Growing Signs That ARM-Based Chips Are Set to Disrupt the PC Market</li>
<li>Qualcomm’s Earnings Call Insights -- Snapdragon’s ARM-Based Push into PCs Successfully Taking Significant Market Share</li>
<li>Mediatek Earnings Call Highlights -- Reiterates ARM-Based Entry into PC Market with AI Supercomputer CPU in Collaboration with NVIDIA</li>
</ul>


Growing Signs That ARM-Based Chips Are Set to Disrupt the PC Market
Qualcomm’s Earnings Call Insights -- Snapdragon’s ARM-Based Push into PCs Successfully Taking Significant Market Share
Mediatek Earnings Call Highlights -- Reiterates ARM-Based Entry into PC Market with AI Supercomputer CPU in Collaboration with NVIDIA


PC Monitor: Latest Qualcomm & Mediatek Results Show ARM-Based Chips Disrupting the PC Market

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.

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Mediatek Inc (2454 TT)

Tech Supply Chain Tracker (07-Mar-2025): Taiwan wafer industry, 1Q 2025.

Taiwan wafer industry forecasts growth, Compal partners with Kalyani Group, Chinese lithium battery makers affected by Trump's tariffs, MediaTek...

Tech Supply Chain Tracker

Taiwan Tech Weekly: TSMC's Expansion Visualized; Implications of New U.S. Investment; New HBM Memory

TSMC plans additional $100bn for the U.S., but Taiwan will remain one generation ahead of overseas manufacturing; Nanya targeting new custom High...

Vincent Fernando, CFA

Tech Supply Chain Tracker (25-Feb-2025): Global EV sales: 2024 review, 2025 forecast

Global EV sales review for 2024 with 2025 forecasts, Asus and Gigabyte secure big AI server orders, iPhone 16e price hints at move from budget...

Tech Supply Chain Tracker

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

PC Monitor: Latest Qualcomm & Mediatek Results Show ARM-Based Chips Disrupting the PC Market

ARM-based chips, led by Qualcomm and Mediatek, are poised to disrupt the PC market with successful market share gains and collaborations with...

Vincent Fernando, CFA

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Tech Supply Chain Tracker (07-Mar-2025): Taiwan wafer industry, 1Q 2025.

Taiwan wafer industry forecasts growth, Compal partners with Kalyani Group, Chinese lithium battery makers affected by Trump's tariffs, MediaTek...

Tech Supply Chain Tracker

Taiwan Tech Weekly: TSMC's Expansion Visualized; Implications of New U.S. Investment; New HBM Memory

​TSMC plans additional $100bn for the U.S., but Taiwan will remain one generation ahead of overseas manufacturing; Nanya targeting new custom High...

Vincent Fernando, CFA

Tech Supply Chain Tracker (25-Feb-2025): Global EV sales: 2024 review, 2025 forecast

Global EV sales review for 2024 with 2025 forecasts, Asus and Gigabyte secure big AI server orders, iPhone 16e price hints at move from budget...

Tech Supply Chain Tracker

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

PC Monitor: Latest Qualcomm & Mediatek Results Show ARM-Based Chips Disrupting the PC Market

​ARM-based chips, led by Qualcomm and Mediatek, are poised to disrupt the PC market with successful market share gains and collaborations with...

Vincent Fernando, CFA

TSMC plans additional $100bn for the U.S., but Taiwan will remain one generation ahead of overseas manufacturing; Nanya targeting new custom High...

ARM-based chips, led by Qualcomm and Mediatek, are poised to disrupt the PC market with successful market share gains and collaborations with...