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>SK Hynix CEO remains bullish on semiconductor industry growth, highlighting new opportunities amidst challenges like DeepSeek.</li><li>Oppo forges ahead with release of Find N5 foldable phone, undeterred by market slowdown in pursuit of growth and innovation.</li><li>EU greenlights funds for Infineon's Dresden fab in chip incentive effort, signaling continued support for semiconductor sector. Samsung exec receives sentence for leaking 18nm DRAM tech to CXMT, highlighting importance of protecting intellectual property.</li></ul>

SK Hynix CEO remains bullish on semiconductor industry growth, highlighting new opportunities amidst challenges like DeepSeek.Oppo forges ahead with release of Find N5 foldable phone, undeterred by market slowdown in pursuit of growth and innovation.EU greenlights funds for Infineon's Dresden fab in chip incentive effort, signaling continued support for semiconductor sector. Samsung exec receives sentence for leaking 18nm DRAM tech to CXMT, highlighting importance of protecting intellectual property.

Tech Supply Chain Tracker (22-Feb-2025): SK Hynix CEO optimistic on semiconductor industry post-DeepSeek.

<ul><li>ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.</li><li>Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.</li><li>DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.</li></ul>

ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Honda and Nissan cancel US$60 billion merger due to restructuring clashes, impacting future strategic moves by both companies.</li><li>CXMT progresses to 16nm DRAM production and shifts focus to 15nm development for technological advances in the future.</li><li>DeepSeek emerges as a strong AI player in China, intensifying competition for Apple in the technology market, while the US exit from the Paris Agreement raises concerns globally.</li></ul>

Honda and Nissan cancel US$60 billion merger due to restructuring clashes, impacting future strategic moves by both companies.CXMT progresses to 16nm DRAM production and shifts focus to 15nm development for technological advances in the future.DeepSeek emerges as a strong AI player in China, intensifying competition for Apple in the technology market, while the US exit from the Paris Agreement raises concerns globally.

Tech Supply Chain Tracker (14-Feb-2025): Honda, Nissan cancel $60B merger amid clash.

<ul><li>Foxconn chairman emphasizes collaboration with Nissan, denies interest in takeover, focusing on their partnership.</li><li>SMIC targets automotive growth, facing competition in China's chip market, seeking to expand market share.</li><li>Microip sees 489% revenue growth post-CES success, expanding 'designless' strategy, fueling January success.</li></ul>

Foxconn chairman emphasizes collaboration with Nissan, denies interest in takeover, focusing on their partnership.SMIC targets automotive growth, facing competition in China's chip market, seeking to expand market share.Microip sees 489% revenue growth post-CES success, expanding 'designless' strategy, fueling January success.

Tech Supply Chain Tracker (13-Feb-2025): Foxconn chair denies Nissan takeover, focuses on collaboration.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Taiwan startup secures military contract for anti-drone tech, expanding manufacturing in mobile sector</li><li>Dixon sees phone sales spike, eyes display fab with India semiconductor incentive</li><li>Samsung delays DRAM development, CG Power granted subsidy for OSAT facility, Poland faces US sanctions, Taiwan quake impacts semiconductor production, ByteDance dominates AI chatbot market, Broadcom and Marvell compete in ASIC opportunities</li></ul>

Taiwan startup secures military contract for anti-drone tech, expanding manufacturing in mobile sectorDixon sees phone sales spike, eyes display fab with India semiconductor incentiveSamsung delays DRAM development, CG Power granted subsidy for OSAT facility, Poland faces US sanctions, Taiwan quake impacts semiconductor production, ByteDance dominates AI chatbot market, Broadcom and Marvell compete in ASIC opportunities

Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.

South Korea

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

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SK Hynix (000660 KS)

Tech Supply Chain Tracker (22-Feb-2025): SK Hynix CEO optimistic on semiconductor industry post-DeepSeek.

SK Hynix CEO optimistic about semiconductor industry growth, Oppo introduces Find N5 foldable phone, EU funds Infineon's fab, ex-Samsung exec...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Feb-2025): Honda, Nissan cancel $60B merger amid clash.

Honda and Nissan call off US$60 billion merger, CXMT advances in DRAM production, DeepSeek challenges Apple in AI market, US withdraws from Paris...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Feb-2025): Foxconn chair denies Nissan takeover, focuses on collaboration.

Foxconn denies interest in Nissan takeover, focusing on collaboration; SMIC targets automotive growth in response to China's chip market pressures;...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.

Taiwan startup wins military contract, Dixon expands phone sales, Samsung delays DRAM development, CG Power receives subsidy in India, Poland faces...

Tech Supply Chain Tracker

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