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>Taiwan's drone sector showcases industry growth with debut expo in October, marking a significant advancement in technology.</li><li>Microsoft makes significant investment of US$308 million in Taiwan to enhance AI technology development, strengthening their presence in the region.</li><li>Samsung plans to establish new CIS lab to compete with Sony in imaging technology, while also investing in in-house chip development for XR market to stay ahead of competition.</li></ul>

Taiwan's drone sector showcases industry growth with debut expo in October, marking a significant advancement in technology.Microsoft makes significant investment of US$308 million in Taiwan to enhance AI technology development, strengthening their presence in the region.Samsung plans to establish new CIS lab to compete with Sony in imaging technology, while also investing in in-house chip development for XR market to stay ahead of competition.

Tech Supply Chain Tracker (14-Aug-2024): Taiwan drone industry grows, expo debut in October.

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>Consumer Industry Update:Hubei province takes the lead in implementing the home appliance replacement policy (+)</li>
<li>ATAT US/TCOM US:The year-on-year decline in hotel RevPAR narrowed in the second week of August, showing resilient in hotel demand.(+/+)</li>
<li>ATAT US/TCOM US: MCT plans to cut the prices of scenic spot tickets, bodes well to tourism demand. (+/+)</li>
</ul>


Consumer Industry Update:Hubei province takes the lead in implementing the home appliance replacement policy (+)
ATAT US/TCOM US:The year-on-year decline in hotel RevPAR narrowed in the second week of August, showing resilient in hotel demand.(+/+)
ATAT US/TCOM US: MCT plans to cut the prices of scenic spot tickets, bodes well to tourism demand. (+/+)


[Blue Lotus Daily]:ATAT US/TCOM US/1810 HK/AAPL US/1519 HK/ZTO US/XPEV US/2454 TT/QCOM US/LKNCY US

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 9th which has an aggregated holding worth USD914.4bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,693mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek, Wiwynn.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 9th which has an aggregated holding worth USD914.4bn.
We estimate that foreign flows to be outflows of USD1,693mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek, Wiwynn.


TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek

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>Last Week -- TSMC's July Revenue Soared, Asustek Guided for PC Growth Acceleration, While KYEC, Mediatek, and UMC Rebounded</li>
<li>Key Events -- This Week Look to Hon Hai &amp; Zhen Ding Earnings and Guidance for Servers, AI PCs/Mobiles, iPhone 16</li>
<li>PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long </li>
</ul>


Last Week -- TSMC's July Revenue Soared, Asustek Guided for PC Growth Acceleration, While KYEC, Mediatek, and UMC Rebounded
Key Events -- This Week Look to Hon Hai &amp; Zhen Ding Earnings and Guidance for Servers, AI PCs/Mobiles, iPhone 16
PC Monitor: Promising Uptake of Microsoft Copilot and AI Services; Remain Structurally Long 


Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16

<ul><li>TSMC achieves record-breaking performance in July thanks to high demand from key clients like Apple, Intel, and Nvidia.</li><li>Chang Wah Electromaterials appoints new CEO and plans a major US$100M expansion in Malaysia through CWTC.</li><li>South Korean micro LED component makers target the backplane market with AI-driven AR and VR technologies gaining popularity, while Taiwan's PCB sector faces sustainability challenges in Southeast Asia.</li></ul>

TSMC achieves record-breaking performance in July thanks to high demand from key clients like Apple, Intel, and Nvidia.Chang Wah Electromaterials appoints new CEO and plans a major US$100M expansion in Malaysia through CWTC.South Korean micro LED component makers target the backplane market with AI-driven AR and VR technologies gaining popularity, while Taiwan's PCB sector faces sustainability challenges in Southeast Asia.

Tech Supply Chain Tracker (10-Aug-2024): TSMC breaks records with record July orders.

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 (14-Aug-2024): Taiwan drone industry grows, expo debut in October.

Taiwan expo showcases drone industry growth, Microsoft invests in AI, Samsung aims to rival Sony in imaging, China smartphone market thrives, SAI...

Tech Supply Chain Tracker

[Blue Lotus Daily]:ATAT US/TCOM US/1810 HK/AAPL US/1519 HK/ZTO US/XPEV US/2454 TT/QCOM US/LKNCY US

Hubei province leads in home appliance replacement policy; hotel RevPAR decline narrows in August; MCT cuts scenic spot ticket prices to boost...

Blue Lotus Research Institute

TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16

TSMC, Asustek, KYEC, Mediatek, and UMC see revenue growth, Hon Hai and Zhen Ding earnings in focus for servers, AI, and iPhone 16. Microsoft...

Vincent Fernando, CFA

Tech Supply Chain Tracker (10-Aug-2024): TSMC breaks records with record July orders.

TSMC sees record-breaking demand, Chang Wah Electromaterials plans major expansion, Nvidia focuses on ecosystem, South Korean micro LED makers...

Tech Supply Chain Tracker

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Tech Supply Chain Tracker (14-Aug-2024): Taiwan drone industry grows, expo debut in October.

Taiwan expo showcases drone industry growth, Microsoft invests in AI, Samsung aims to rival Sony in imaging, China smartphone market thrives, SAI...

Tech Supply Chain Tracker

[Blue Lotus Daily]:ATAT US/TCOM US/1810 HK/AAPL US/1519 HK/ZTO US/XPEV US/2454 TT/QCOM US/LKNCY US

​Hubei province leads in home appliance replacement policy; hotel RevPAR decline narrows in August; MCT cuts scenic spot ticket prices to boost...

Blue Lotus Research Institute

TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16

​TSMC, Asustek, KYEC, Mediatek, and UMC see revenue growth, Hon Hai and Zhen Ding earnings in focus for servers, AI, and iPhone 16. Microsoft...

Vincent Fernando, CFA

Tech Supply Chain Tracker (10-Aug-2024): TSMC breaks records with record July orders.

TSMC sees record-breaking demand, Chang Wah Electromaterials plans major expansion, Nvidia focuses on ecosystem, South Korean micro LED makers...

Tech Supply Chain Tracker

Hubei province leads in home appliance replacement policy; hotel RevPAR decline narrows in August; MCT cuts scenic spot ticket prices to boost...

TSMC, Asustek, KYEC, Mediatek, and UMC see revenue growth, Hon Hai and Zhen Ding earnings in focus for servers, AI, and iPhone 16. Microsoft...