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.

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

<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

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Q125 revenues of $11.7 billion, up 18% YoY, up 15% QoQ and marginally above the high end of the guided range. This represented the company’s highest ever quarterly revenue</li>
<li>In December, Snapdragon X Series had more than 10% share of the greater than $800 Windows laptops in U.S. retail.</li>
<li>A recent hire suggests Qualcomm has an ace up their sleeve and that they are poised to launch yet another diversification gambit</li>
</ul>


Q125 revenues of $11.7 billion, up 18% YoY, up 15% QoQ and marginally above the high end of the guided range. This represented the company’s highest ever quarterly revenue
In December, Snapdragon X Series had more than 10% share of the greater than $800 Windows laptops in U.S. retail.
A recent hire suggests Qualcomm has an ace up their sleeve and that they are poised to launch yet another diversification gambit


Qualcomm Q125. Firing On All Cylinders & An Ace Up Their Sleeve...

<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?

United Microelectron Sp Adr / Equity Bottom-Up

<ul>
<li>UMC Misses 4Q24 Expectations -- Gross Margin Dips with Flat QoQ Revenue</li>
<li>UMC Guides for 40% Reduction in Capex Budget -- We Believe Signals Strategic Shift to Less Capex Intensive Business Model</li>
<li>Intel 12nm Partnership Remains on Track and is Key Business Model for Future; UMC Sees Improvement in Consumer Electronics Industry Inventories</li>
</ul>


UMC Misses 4Q24 Expectations -- Gross Margin Dips with Flat QoQ Revenue
UMC Guides for 40% Reduction in Capex Budget -- We Believe Signals Strategic Shift to Less Capex Intensive Business Model
Intel 12nm Partnership Remains on Track and is Key Business Model for Future; UMC Sees Improvement in Consumer Electronics Industry Inventories


United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future

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 (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

Qualcomm Q125. Firing On All Cylinders & An Ace Up Their Sleeve...

A recent hire suggests Qualcomm has an ace up their sleeve and that they are poised to launch yet another diversification gambit. Now what could...

William Keating

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

United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future

UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...

Vincent Fernando, CFA

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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

Qualcomm Q125. Firing On All Cylinders & An Ace Up Their Sleeve...

A recent hire suggests Qualcomm has an ace up their sleeve and that they are poised to launch yet another diversification gambit. Now what could...

William Keating

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

United Microelectronics 4Q24 Results: Intel Partnership On Track and Is A Key Model for UMC's Future

​UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...

Vincent Fernando, CFA

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

UMC's 4Q24 results disappoint with lower gross margin and flat revenue. Plans to reduce capex by 40% hint at shift to less capital-intensive...