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>China's semiconductor industry faces devastation with 10,000 companies going bankrupt and hiring coming to a halt.</li><li>Biden shifts chip strategy favoring TSMC over Intel as his term nears end, signaling a change in approach.</li><li>Advancements in technology may soon make 'one robot per household' a reality, with AI chip export ban discussions ongoing.</li></ul>

China's semiconductor industry faces devastation with 10,000 companies going bankrupt and hiring coming to a halt.Biden shifts chip strategy favoring TSMC over Intel as his term nears end, signaling a change in approach.Advancements in technology may soon make 'one robot per household' a reality, with AI chip export ban discussions ongoing.

Tech Supply Chain Tracker (15-Jan-2025): China's semiconductor bankruptcies mount.

<ul><li>Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.</li><li>TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.</li><li>MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.</li></ul>

Auto LED orders set to increase significantly for a year, with Edison predicting double growth by 2025.TSMC upgrades CoWoS technology to compete with 9x reticle sizes by 2027, showing continuous advancement in semiconductor manufacturing.MiTAC plans to double capital expenditures in 2025 to diversify production under the new administration of Trump 2.0.

Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update

<ul><li>Speculation of a Qualcomm-Intel deal diminishes, while Japan boosts semiconductor subsidies to benefit Rapidus, with further support anticipated.</li><li>China's semiconductor industry growth poses a threat to South Korean companies, prompting Samsung to weigh integration of ChatGPT, sparking concerns over its Google partnership.</li><li>Hiwin bolsters its robotics presence by partnering with Boston Dynamics, expanding its influence in the industry, as India eyes doubling 5G subscriptions by 2030.</li></ul>

Speculation of a Qualcomm-Intel deal diminishes, while Japan boosts semiconductor subsidies to benefit Rapidus, with further support anticipated.China's semiconductor industry growth poses a threat to South Korean companies, prompting Samsung to weigh integration of ChatGPT, sparking concerns over its Google partnership.Hiwin bolsters its robotics presence by partnering with Boston Dynamics, expanding its influence in the industry, as India eyes doubling 5G subscriptions by 2030.

Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.

<ul>
<li>Microsoft's China AI teams relocate due to US rules, focusing on Wi-Fi 7 development for improved connectivity and performance.</li>
<li>Amazon's stake in Alchip suggests potential synergy in AI tech and expanded market reach, while Kymco launches eco-friendly e-scooter.</li>
<li>Tencent Cloud partners with BRI and Hi Cloud Indo for banking innovation, while Veolia opens first regeneration plant in China for sustainable water treatment. Tron Future secures funding for counter-drone tech.</li>
</ul>


Microsoft's China AI teams relocate due to US rules, focusing on Wi-Fi 7 development for improved connectivity and performance.
Amazon's stake in Alchip suggests potential synergy in AI tech and expanded market reach, while Kymco launches eco-friendly e-scooter.
Tencent Cloud partners with BRI and Hi Cloud Indo for banking innovation, while Veolia opens first regeneration plant in China for sustainable water treatment. Tron Future secures funding for counter-drone tech.


Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due to US restrictions.

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Cross Asset Strategy

<ul><li>In Depth: How SoftBank wrestled back control of Arm China</li><li>Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules</li><li>Charts of the Day: China’s trade deficit with Russia balloons</li></ul>

In Depth: How SoftBank wrestled back control of Arm ChinaAnalysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rulesCharts of the Day: China’s trade deficit with Russia balloons

CX Daily: How SoftBank Wrestled Back Control of Arm China

Japan

SoftBank Group Corp provides telecommunication services.  The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.

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Tech Supply Chain Tracker (15-Jan-2025): China's semiconductor bankruptcies mount.

China's semiconductor industry struggles as companies go bankrupt, Biden leans towards TSMC over Intel, robots in every home could be a reality,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Dec-2024): Oct 2024: Notebook shipment update

October 2024 update: Strong notebook shipments, LED orders rising, TSMC advancing technology, MiTAC plans to diversify, SMIC driving China's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (30-Nov-2024): Qualcomm-Intel deal talk ends.

Qualcomm-Intel deal speculation fades, Japan increases semiconductor subsidies, China's industry threatens South Korea, ChatGPT integration...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due to US restrictions.

Microsoft AI teams relocating, Wi-Fi 7 advancements, Amazon's stake in Alchip, Kymco e-scooter launch, Tencent Cloud partnership, Veolia's...

Tech Supply Chain Tracker

CX Daily: How SoftBank Wrestled Back Control of Arm China

In Depth: How SoftBank wrestled back control of Arm China. Analysis: China's 'zero-Covid' policy is here to stay despite relaxing of quarantine rules

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