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>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.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.</li><li>Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.</li><li>China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.</li></ul>

Broadcom offers hope for Samsung as Nvidia encounters difficulties, potentially shifting the balance in the semiconductor industry.Taiwan's aerospace supply chain looks forward to expansion with new opportunities in the US market, driving optimism for future growth.China encounters hurdles in competing with Starlink in low Earth orbit satellite technology, as tensions rise over differing approaches to innovation and development.

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

<ul><li>GB200 NVL shipments expected to increase as KYEC boosts capital expenditure, impacting notebook shipments in November 2024.</li><li>Taiwan wafer foundry industry developments in 4Q 2024 to be discussed at TSMC investor meeting, focusing on company outlook and new US tariff policies.</li><li>South Korea's acceleration of Yongin semiconductor complex aims to establish global chip leadership, attracting key industry players amidst global semiconductor shifts and US-China chip sector investigation; Taiwan targets AI growth with SEMI's Indian Semiconductor Academy plan.</li></ul>

GB200 NVL shipments expected to increase as KYEC boosts capital expenditure, impacting notebook shipments in November 2024.Taiwan wafer foundry industry developments in 4Q 2024 to be discussed at TSMC investor meeting, focusing on company outlook and new US tariff policies.South Korea's acceleration of Yongin semiconductor complex aims to establish global chip leadership, attracting key industry players amidst global semiconductor shifts and US-China chip sector investigation; Taiwan targets AI growth with SEMI's Indian Semiconductor Academy plan.

Tech Supply Chain Tracker (31-Dec-2024): GB200 NVL shipments to rise with KYEC's capex boost.

<ul><li>TSMC begins mass production at Kumamoto fab as plans for third fab expansion remain uncertain.</li><li>Broadcom CEO foresees million-chip clusters as the future of AI investment frenzy.</li><li>Tata Group announces plan to generate 50,000 manufacturing jobs in EMS and semiconductor sectors.</li></ul>

TSMC begins mass production at Kumamoto fab as plans for third fab expansion remain uncertain.Broadcom CEO foresees million-chip clusters as the future of AI investment frenzy.Tata Group announces plan to generate 50,000 manufacturing jobs in EMS and semiconductor sectors.

Tech Supply Chain Tracker (28-Dec-2024): TSMC starts Kumamoto fab amid 3rd fab expansion uncertainty.

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

SK Hynix (000660 KS)

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

Tech Supply Chain Tracker (21-Jan-2025): Broadcom: Samsung's beacon vs. Nvidia.

Broadcom aids Samsung, Taiwan aerospace optimistic, China competes with Starlink, Huang's visit to Taiwan, China criticizes chip restrictions,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (31-Dec-2024): GB200 NVL shipments to rise with KYEC's capex boost.

November 2024 sees increasing GB200 NVL notebook shipments as Taiwan wafer foundry industry develops, TSMC investor meeting discusses new US tariff...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-Dec-2024): TSMC starts Kumamoto fab amid 3rd fab expansion uncertainty.

TSMC ramps up production at Kumamoto fab, uncertain on 3rd fab, Broadcom CEO predicts million-chip clusters for AI, Tata Group to create 50,000...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)