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>2024 Taiwan notebooks set for release in 3rd quarter, increasing competition in the tech market.</li><li>TSMC's October revenue surpasses NT$300 billion, fueled by orders from major clients, showcasing the company's strong performance.</li><li>Wafer Works establishes new 12-inch semiconductor fab in Taiwan to cater to AI and EV industries globally, highlighting the industry's growth and development.</li></ul>

2024 Taiwan notebooks set for release in 3rd quarter, increasing competition in the tech market.TSMC's October revenue surpasses NT$300 billion, fueled by orders from major clients, showcasing the company's strong performance.Wafer Works establishes new 12-inch semiconductor fab in Taiwan to cater to AI and EV industries globally, highlighting the industry's growth and development.

Tech Supply Chain Tracker (09-Nov-2024): Taiwan notebooks, Q3 2024

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Arizona and Taiwan are deepening aerospace and defense partnerships to support local supply chains in response to increasing demand. #partnership #aerospace #defense</li><li>The drone market is seeing growth primarily driven by service applications, rather than hardware. India's Sahasra Semiconductor is recruiting expat experts and gearing up for a customer launch later this year.</li><li>Huawei is reportedly offering triple salaries to attract engineers from TSMC, while Toyota suppliers are revising their forecasts due to sluggish sales and reduced production. Apple is in talks with Indonesia for a manufacturing investment to address an iPhone ban, and Taiwan's Micro LED industry must innovate quickly to keep pace with OLED advancements.</li></ul>

Arizona and Taiwan are deepening aerospace and defense partnerships to support local supply chains in response to increasing demand. #partnership #aerospace #defenseThe drone market is seeing growth primarily driven by service applications, rather than hardware. India's Sahasra Semiconductor is recruiting expat experts and gearing up for a customer launch later this year.Huawei is reportedly offering triple salaries to attract engineers from TSMC, while Toyota suppliers are revising their forecasts due to sluggish sales and reduced production. Apple is in talks with Indonesia for a manufacturing investment to address an iPhone ban, and Taiwan's Micro LED industry must innovate quickly to keep pace with OLED advancements.

Tech Supply Chain Tracker (08-Nov-2024): AZ & Taiwan strengthen aerospace, defense partnerships.

<ul><li>SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.</li><li>Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.</li><li>Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.</li></ul>

SK Hynix strengthens partnership with TSMC to advance HBM technology and more, enhancing their collaboration in the semiconductor industry.Meta is investing in XR ecosystem for future smart devices, as indicated by DIGITIMES Research, indicating a shift towards immersive technology in their product roadmap.Super Micro experiences revenue shortfall due to accounting issues and GPU delays, while Intel contemplates splitting its business amidst complex challenges.

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

<ul><li>iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.</li><li>Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.</li><li>The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.</li></ul>

iPhone 16 sales are booming in China and Taiwan, despite facing numerous challenges in the smartphone market.Qualcomm's Snapdragon 8 Elite is giving a boost to Samsung, but the future of their Exynos processor is now in question.The electric vehicle showdown between Musk and Trump is sparking industry discussions, while e-paper apps and large displays are projected to surge in popularity by 2025. Luxshare is halting production of Vision Pro due to excess component inventory, prompting questions about the future of the global wafer foundry industry.

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

<ul><li>Zomato surpasses Q2 expectations but encounters challenges due to high costs of rapid expansion</li><li>Germany's Manufacturing X Initiative transforms industry 4.0 collaboration and innovation</li><li>Taiwan reevaluates nuclear policy as AI-powered energy becomes more prominent; Huawei introduces Harmony OS NEXT</li></ul>

Zomato surpasses Q2 expectations but encounters challenges due to high costs of rapid expansionGermany's Manufacturing X Initiative transforms industry 4.0 collaboration and innovationTaiwan reevaluates nuclear policy as AI-powered energy becomes more prominent; Huawei introduces Harmony OS NEXT

Tech Supply Chain Tracker (25-Oct-2024): Zomato beats expectations in Q2, faces high expansion costs.

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

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TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

Tech Supply Chain Tracker (09-Nov-2024): Taiwan notebooks, Q3 2024

Taiwan's semiconductor industry sees growth as TSMC's revenue surpasses NT$300 billion, Wafer Works opens new fab, SMIC targets global chip market,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Nov-2024): AZ & Taiwan strengthen aerospace, defense partnerships.

Arizona and Taiwan are enhancing aerospace and defense partnerships to meet growing demand for local supply chains, while India's Sahasra...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Nov-2024): HBM + beyond: SK Hynix partners with TSMC

Tech companies like SK Hynix, TSMC, Meta, Intel, and Samsung are making strategic moves in the industry while facing challenges like revenue...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Oct-2024): iPhone 16 sales rise in China, Taiwan; challenges ahead.

iPhone 16 sales spike in China and Taiwan, Qualcomm's Snapdragon 8 Elite boosts Samsung, Musk vs. Trump EV battle heats up, E-paper apps on the...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Oct-2024): Zomato beats expectations in Q2, faces high expansion costs.

Zomato posts impressive Q2 results but struggles with high expansion costs; Germany's Manufacturing X Initiative shakes up industry collaboration;...

Tech Supply Chain Tracker

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