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>Global smartphone shipments expected to increase beyond 2025, with OLED technology gaining popularity in tablets and notebooks while Mini LED becomes less preferred.</li><li>Uncertainty over whether Trump will end TSMC's subsidies for Arizona factory, impacting material suppliers benefiting from TSMC's growth in 3Q24.</li><li>PSMC chairman shifts from cautious approach towards India to optimism with new partnership with Tata, while Horizon Robotics' Hong Kong IPO supported by Alibaba, Baidu, and TSMC for manufacturing.</li></ul>

Global smartphone shipments expected to increase beyond 2025, with OLED technology gaining popularity in tablets and notebooks while Mini LED becomes less preferred.Uncertainty over whether Trump will end TSMC's subsidies for Arizona factory, impacting material suppliers benefiting from TSMC's growth in 3Q24.PSMC chairman shifts from cautious approach towards India to optimism with new partnership with Tata, while Horizon Robotics' Hong Kong IPO supported by Alibaba, Baidu, and TSMC for manufacturing.

Tech Supply Chain Tracker (24-Oct-2024): 2025+ global smartphone forecast.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.</li><li>Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.</li><li>Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.</li></ul>

Foxconn is expanding its SDV development efforts to further the advancement of smart car technology.Intel is seeking collaboration with Samsung to better compete with TSMC in the competitive foundry market.Nvidia is collaborating with Indian partners to develop a custom chip for the Indian market, while Xiaomi launches China's first 3nm SoC.

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

ASE Technology Holding   / Equity Bottom-Up

<ul><li>CoWoS packaging meets global demand for advanced technology, with efficient design for integration.</li><li>Taiwan reveals breakthrough in tiny quantum computer technology, impacting the tech industry.</li><li>LGES secures multi-billion deal with Mercedes-Benz for EV batteries, boosting electric vehicle industry.</li></ul>

CoWoS packaging meets global demand for advanced technology, with efficient design for integration.Taiwan reveals breakthrough in tiny quantum computer technology, impacting the tech industry.LGES secures multi-billion deal with Mercedes-Benz for EV batteries, boosting electric vehicle industry.

Tech Supply Chain Tracker (18-Oct-2024): CoWoS packaging global capacity

<ul><li>AMD set to become second largest client at TSMC's US fab, aligning with earlier hints. </li><li>Taiwan launches 3 AI centers for healthcare innovation; NTUH director warns against history repeating itself. </li><li>Telangana aims for increased FDI beyond electronics; India Taiwan Industrial Park progresses as Foxconn unveils new EV models.</li></ul>

AMD set to become second largest client at TSMC's US fab, aligning with earlier hints. Taiwan launches 3 AI centers for healthcare innovation; NTUH director warns against history repeating itself. Telangana aims for increased FDI beyond electronics; India Taiwan Industrial Park progresses as Foxconn unveils new EV models.

Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

<ul><li>CSP leading the development of ASIC accelerators for faster processing, enhancing their technological edge in the market.</li><li>Partnership between Foxconn and Nvidia to build world's largest GB2000 production line, gearing up for increased demand in the semiconductor industry.</li><li>Taiwan emerging as a key player in the offshore wind industry, forging partnerships with foreign companies and investing in energy storage technology to stay competitive.</li></ul>

CSP leading the development of ASIC accelerators for faster processing, enhancing their technological edge in the market.Partnership between Foxconn and Nvidia to build world's largest GB2000 production line, gearing up for increased demand in the semiconductor industry.Taiwan emerging as a key player in the offshore wind industry, forging partnerships with foreign companies and investing in energy storage technology to stay competitive.

Tech Supply Chain Tracker (09-Oct-2024): CSP develops ASIC accelerators.

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)

TSMC (Taiwan Semiconductor Manufacturing)

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TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

Tech Supply Chain Tracker (24-Oct-2024): 2025+ global smartphone forecast.

Global smartphone market forecasts beyond 2025, OLED gaining popularity in tablets and notebooks while Mini LED fades; uncertainties around Trump's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Oct-2024): Foxconn focuses on SDV for smart car evolution.

Foxconn boosts SDV for smart car growth, Intel seeks help from Samsung in foundry market competition, Nvidia partners with India on custom chip,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (18-Oct-2024): CoWoS packaging global capacity

Taiwan's technological advancements in quantum computing, electric vehicles, and AI servers present promising opportunities for growth and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-Oct-2024): AMD to be TSMC's second largest US fab client soon.

AMD set to be TSMC's second largest client, Taiwan invests in AI healthcare centers, Foxconn introduces new electric vehicle models, Google focuses...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Oct-2024): CSP develops ASIC accelerators.

Taiwan leading the way in technology development, energy storage, and offshore wind industry, facing competition as industrial power rates rise and...

Tech Supply Chain Tracker

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