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>Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.</li><li>Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.</li><li>SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.</li></ul>

Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.

Tech Supply Chain Tracker (07-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.

<ul><li>Hyundai chief partners with Samsung and Hanwha in US tariff push, showing collaboration between major companies to address trade issues.</li><li>Arm CEO considers in-house chip production, signaling a strategic shift for the company towards more control over its manufacturing process.</li><li>BOE secures half of Apple's MacBook screen orders, displacing LG Display, showcasing the competitiveness in the display market.</li></ul>

Hyundai chief partners with Samsung and Hanwha in US tariff push, showing collaboration between major companies to address trade issues.Arm CEO considers in-house chip production, signaling a strategic shift for the company towards more control over its manufacturing process.BOE secures half of Apple's MacBook screen orders, displacing LG Display, showcasing the competitiveness in the display market.

Tech Supply Chain Tracker (01-Aug-2025): Hyundai chief joins Samsung, Hanwha in US tariff blitz.

<ul><li>Wingtech sells ODM assets to Luxshare as they shift focus towards semiconductors, a strategic move for the Apple supplier.</li><li>India's PLI scheme falls short of goals, prompting a shift towards offering factory subsidies instead to incentivize growth in the industry.</li><li>Taiwan's IPC industry feels the impact of US tariffs, while Foxconn remains tight-lipped on potential collaboration with Mitsubishi Motors.</li></ul>

Wingtech sells ODM assets to Luxshare as they shift focus towards semiconductors, a strategic move for the Apple supplier.India's PLI scheme falls short of goals, prompting a shift towards offering factory subsidies instead to incentivize growth in the industry.Taiwan's IPC industry feels the impact of US tariffs, while Foxconn remains tight-lipped on potential collaboration with Mitsubishi Motors.

Tech Supply Chain Tracker (22-Mar-2025): Wingtech sells ODM assets to Luxshare.

<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.

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

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-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.

Top Chinese cloud platforms support DeepSeek AI as it shapes cloud intelligence landscape, while Meta and Google push smart glasses forward despite...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (01-Aug-2025): Hyundai chief joins Samsung, Hanwha in US tariff blitz.

Hyundai, Samsung, and Hanwha team up on US tariffs. Arm CEO looks at making own chips. BOE wins Apple MacBook screen orders. MediaTek surpasses Q2...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Mar-2025): Wingtech sells ODM assets to Luxshare.

Wingtech sells ODM assets to Luxshare, PLI scheme misses goals in India, Taiwan IPC industry impacted by tariffs, Foxconn remains silent on...

Tech Supply Chain Tracker

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

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

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