Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>CXL has made significant strides in server memory configurations, enhancing data access speeds and resource management capabilities.</li><li>SpaceX is initiating its IPO process, which could potentially value the company at an impressive $1.75 trillion in the market.</li><li>TCL's acquisition of a majority stake in Sony's home entertainment division marks a strategic global joint venture in the tech industry.</li></ul>

CXL has made significant strides in server memory configurations, enhancing data access speeds and resource management capabilities.SpaceX is initiating its IPO process, which could potentially value the company at an impressive $1.75 trillion in the market.TCL's acquisition of a majority stake in Sony's home entertainment division marks a strategic global joint venture in the tech industry.

Tech Supply Chain Tracker (03-Apr-2026): CXL advantages in server memory setup

<ul><li>China has reintroduced trade-in subsidies aimed at boosting sales of ICT devices in the market.</li><li>A new partnership between Sony and TCL may create substantial competition for Samsung in the OLED sector.</li><li>Nvidia has surpassed Apple to become TSMC's largest customer, indicating a shift in market dynamics.</li></ul>

China has reintroduced trade-in subsidies aimed at boosting sales of ICT devices in the market.A new partnership between Sony and TCL may create substantial competition for Samsung in the OLED sector.Nvidia has surpassed Apple to become TSMC's largest customer, indicating a shift in market dynamics.

Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Cross Asset Strategy

<ul><li>TOP STORIES China Signals Continued Stimulus With Elevated Deficits in 2026 China will maintain elevated budget deficits and government debt levels in 2026 as part of a broader strategy to sustain stimulus and keep public spending on an upward trajectory, Vice Finance Minister Liao Min said Tuesday.</li><li>China Launches $72 Billion Loan Guarantee Plan to Boost Private Sector Lending China on Tuesday unveiled a 500 billion yuan ($72 billion) state-backed loan guarantee program aimed at boosting private investment and easing credit access for small and midsize enterprises, marking a major shift in how lending risks are distributed between banks and the government.</li><li>FINANCE &amp; ECONOMY Shanghai Futures Exchange Tightens Rules Amid Precious Metals Surge The Shanghai Futures Exchange will raise margin requirements and widen daily price limits for gold, silver, copper and aluminum futures contracts starting this week, in an effort to rein in risk amid a sharp rally in precious metals.</li></ul>

TOP STORIES China Signals Continued Stimulus With Elevated Deficits in 2026 China will maintain elevated budget deficits and government debt levels in 2026 as part of a broader strategy to sustain stimulus and keep public spending on an upward trajectory, Vice Finance Minister Liao Min said Tuesday.China Launches $72 Billion Loan Guarantee Plan to Boost Private Sector Lending China on Tuesday unveiled a 500 billion yuan ($72 billion) state-backed loan guarantee program aimed at boosting private investment and easing credit access for small and midsize enterprises, marking a major shift in how lending risks are distributed between banks and the government.FINANCE &amp; ECONOMY Shanghai Futures Exchange Tightens Rules Amid Precious Metals Surge The Shanghai Futures Exchange will raise margin requirements and widen daily price limits for gold, silver, copper and aluminum futures contracts starting this week, in an effort to rein in risk amid a sharp rally in precious metals.

CX Daily: China Signals Continued Stimulus With Elevated Deficits in 2026 

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>CIS market revenue was US$21.3bn in 2022, stagnated with 0.2% YoY decline, according to Yole.</li><li>The sales from mobile segment (US$13.5bn) remained flat. Auto CIS sales grew 13.7% YoY to US$2.2bn, surpassing Security CIS, which experienced significant decline (42.8% YoY) in the past year.</li><li>Domestic CIS players took a strong hit by 1) the weak mobile/security demand, 2) slower-thanexpected inventory digestion and 3) intensified competition among overseas and domestic peers. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

CIS market revenue was US$21.3bn in 2022, stagnated with 0.2% YoY decline, according to Yole.The sales from mobile segment (US$13.5bn) remained flat. Auto CIS sales grew 13.7% YoY to US$2.2bn, surpassing Security CIS, which experienced significant decline (42.8% YoY) in the past year.Domestic CIS players took a strong hit by 1) the weak mobile/security demand, 2) slower-thanexpected inventory digestion and 3) intensified competition among overseas and domestic peers. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Semi – China CIS sector – Solid auto CIS growth offset by weak mobile CIS demand

<div><div><div><div><ul><li>We expect global CIS sales to decline 5.1% YoY in 2022, mainly dragged by the weak performance in mobile CIS market.</li><li>We expect CIS market to recover in 2H23, as mobile CIS inventory level returns to a normal level.</li><li>However, challenges remain given high uncertainties in economy and geopolitical issues.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We expect global CIS sales to decline 5.1% YoY in 2022, mainly dragged by the weak performance in mobile CIS market.We expect CIS market to recover in 2H23, as mobile CIS inventory level returns to a normal level.However, challenges remain given high uncertainties in economy and geopolitical issues.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China CIS Sector – Maintain long-term positive outlook; near-term challenges persist

Japan

Sony Group Corporation manufactures and distributes electronics products and provides related solutions. The Company produces televisions, cameras, mobiles, audio and video products. game equipment, and more. Sony Group also engages in game production,  movie production, music production, and other businesses.

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Sony Corp (SONY US)

Tech Supply Chain Tracker (03-Apr-2026): CXL advantages in server memory setup

Recent tech and aerospace updates include CXL's memory advancements, SpaceX's IPO plans, TCL's Sony stake acquisition, Intel's stock buyback,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT

China's trade-in subsidies boost ICT sales, while Sony and TCL challenge Samsung in OLEDs, Nvidia surpasses Apple as TSMC's top customer, and...

Tech Supply Chain Tracker

CX Daily: China Signals Continued Stimulus With Elevated Deficits in 2026

TOP STORIES China Signals Continued Stimulus With Elevated Deficits in 2026 China will maintain elevated budget deficits and government debt...

Caixin Global

Semi – China CIS sector – Solid auto CIS growth offset by weak mobile CIS demand

The sales from mobile segment (US$13.5bn) remained flat. Auto CIS sales grew 13.7% YoY to US$2.2bn, surpassing Security CIS, which experienced...

CMB International

China CIS Sector – Maintain long-term positive outlook; near-term challenges persist

We expect CIS market to recover in 2H23, as mobile CIS inventory level returns to a normal level.However, challenges remain given high...

CMB International

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