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 is utilizing AI supercomputers for medical and life science innovations, showcasing a commitment to technological advancement in those fields.</li><li>Wistron is making a significant investment of $24.5M for a new factory in Vietnam, indicating a desire to expand production capabilities in the region for potential economic growth.</li><li>Samsung is poised to overtake Apple in Taiwan's mobile market by June, highlighting the company's competitive edge and potential dominance in the industry.</li></ul>

Taiwan is utilizing AI supercomputers for medical and life science innovations, showcasing a commitment to technological advancement in those fields.Wistron is making a significant investment of $24.5M for a new factory in Vietnam, indicating a desire to expand production capabilities in the region for potential economic growth.Samsung is poised to overtake Apple in Taiwan's mobile market by June, highlighting the company's competitive edge and potential dominance in the industry.

Tech Supply Chain Tracker (26-Jun-2024): Taiwan uses AI for medical advancements.

<ul><li>Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.</li><li>French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.</li><li>Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.</li></ul>

Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.</li><li>MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.</li><li>Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.</li></ul>

Gelsinger excited for AI PC breakthrough at Computex 2024, plans Intel's 40th anniversary event in Taiwan next year.MediaTek unveils AI and wireless advancements at Computex 2024, demonstrating commitment to technology innovation.Nvidia CEO predicts rise of robots in the future; Taiwan's LEO satellite program delayed by funding and tech transfer issues.

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

Guangzhou Automobile Group  / Equity Bottom-Up

<ul><li>Groundhog Tech focuses on expanding 5G in SE Asia to drive growth in the region's tech industry</li><li>Skymizer introduces ET2 LPU and LLM system platform to enter the chip IP market and enhance its offerings</li><li>Samsung increases staff at Japan lab for chip packaging innovations, while Malaysia plans to invest in chip ecosystem development</li></ul>

Groundhog Tech focuses on expanding 5G in SE Asia to drive growth in the region's tech industrySkymizer introduces ET2 LPU and LLM system platform to enter the chip IP market and enhance its offeringsSamsung increases staff at Japan lab for chip packaging innovations, while Malaysia plans to invest in chip ecosystem development

Tech Supply Chain Tracker (31-May-2024): Groundhog Tech eyes SEA growth as 5G expands.

<ul><li>Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.</li><li>Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.</li><li>TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.</li></ul>

Samsung aims to revolutionize memory technology by launching 1,000-layer 3D NAND by 2030, utilizing innovative materials for enhanced performance.Lenovo expands its market reach with AI PCs targeting a global audience, but faces stiff competition amidst concerns over Indian restrictions on imported PCs and notebooks.TSMC's collaboration in Taiwan on 7nm tech brings together academia and industry, while China, Japan, and South Korea look to strengthen supply chains at a summit for mutual benefit. Samsung aims to increase its presence in China through collaboration.

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

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Samsung Electronics (SMSN LI)

Tech Supply Chain Tracker (26-Jun-2024): Taiwan uses AI for medical advancements.

Taiwan advances in AI for medical, Wistron invests in Vietnam, Samsung to lead mobile market, India enforces common charging ports, Dongfeng Nissan...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

Samsung chairman visits Verizon to strengthen partnerships in US market; French tech startups shine at InnoVEX, Taiwan chipmakers impress at...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Jun-2024): Gelsinger forecasts Intel Taiwan party for 40th anniversary.

Intel, MediaTek, Nvidia, Taiwan's satellite program, India, Vietnam, M&A market, OLED shipments, and key industries showcased at Computex 2024.

Tech Supply Chain Tracker

Tech Supply Chain Tracker (31-May-2024): Groundhog Tech eyes SEA growth as 5G expands.

Groundhog Tech, Skymizer, Samsung, Himax, China, BC Award, Malaysia, and Coherent face key developments in chip technology and investments,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (29-May-2024): Samsung targets 1,000-layer 3D NAND by 2030.

Samsung aims for 1,000-layer 3D NAND by 2030, while showcasing innovation with 16-layer 3D DRAM, Lenovo targets global market with AI PCs, and TSMC...

Tech Supply Chain Tracker

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