Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

International Business Machines / Equity Bottom-Up

<ul><li>Liquid cooling solutions for AI servers are evolving rapidly to provide more efficient and effective cooling for high-performance computing needs.</li><li>L&amp;T Semicon in India plans to mass produce its first chip within the next two years, showing growth and innovation in the semiconductor industry.</li><li>Taiwan is focusing on modular, intelligent, and collaborative robotics solutions for niche markets, with a shift away from humanoids in its approach to robotics.</li></ul>

Liquid cooling solutions for AI servers are evolving rapidly to provide more efficient and effective cooling for high-performance computing needs.L&amp;T Semicon in India plans to mass produce its first chip within the next two years, showing growth and innovation in the semiconductor industry.Taiwan is focusing on modular, intelligent, and collaborative robotics solutions for niche markets, with a shift away from humanoids in its approach to robotics.

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

<ul><li>Intel's EUR10 billion semiconductor plant in Germany faces delays due to budget battles over chips and batteries, impacting the nation's technology sector and economic growth.</li><li>Taiwan's luxury car market growth reflects its prosperous economy, while the country continues to prioritize a nuclear-free energy agenda despite increasing energy needs.</li><li>AI is revolutionizing nuclear energy production, enhancing efficiency and safety, leading to innovative developments in the industry and heightened global interest. StarLux Airlines is boosting Taiwan's role as a transit hub in Asia amidst evolving global dynamics.</li></ul>

Intel's EUR10 billion semiconductor plant in Germany faces delays due to budget battles over chips and batteries, impacting the nation's technology sector and economic growth.Taiwan's luxury car market growth reflects its prosperous economy, while the country continues to prioritize a nuclear-free energy agenda despite increasing energy needs.AI is revolutionizing nuclear energy production, enhancing efficiency and safety, leading to innovative developments in the industry and heightened global interest. StarLux Airlines is boosting Taiwan's role as a transit hub in Asia amidst evolving global dynamics.

Tech Supply Chain Tracker (01-Oct-2024): Intel's EUR10B plant stalls in Germany.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>TSMC and government cyber security measures are discussed at Security Summit, highlighting the importance of protecting sensitive data.</li><li>Experts advise diligence and patience for Taiwan's B5G satellite program as it encounters obstacles, emphasizing the need for strategic planning.</li><li>Japan's diamond semiconductor technology expected to be applied practically by 2025-2030, showing promising advancements in semiconductor industry.</li></ul>

TSMC and government cyber security measures are discussed at Security Summit, highlighting the importance of protecting sensitive data.Experts advise diligence and patience for Taiwan's B5G satellite program as it encounters obstacles, emphasizing the need for strategic planning.Japan's diamond semiconductor technology expected to be applied practically by 2025-2030, showing promising advancements in semiconductor industry.

Tech Supply Chain Tracker (28-Sep-2024): Security Summit covers TSMC, gov cyber sec

Tianshui Huatian Technology Co, Ltd. / Equity Bottom-Up

Tianshui Huatian Technology Co, Ltd. (002185 CH)

<ul><li>Samsung unlikely to follow Intel in spinning off its foundry business, focusing on their own semiconductor production.</li><li>Marvell co-founder Sehat Sutardja passes away, leaving a void in the semiconductor industry mourning the loss of a visionary.</li><li>HTC launches VIVE Focus Vision with advanced XR features for gamers and enterprises, aiming to capture a niche market.</li></ul>

Samsung unlikely to follow Intel in spinning off its foundry business, focusing on their own semiconductor production.Marvell co-founder Sehat Sutardja passes away, leaving a void in the semiconductor industry mourning the loss of a visionary.HTC launches VIVE Focus Vision with advanced XR features for gamers and enterprises, aiming to capture a niche market.

Tech Supply Chain Tracker (21-Sep-2024): Samsung unlikely to follow Intel's spinoff.

<ul><li>Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.</li><li>Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?</li><li>E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.</li></ul>

Gold Apollo denies involvement in Lebanon pager explosions, while Taiwan's MOEA confirms pager assembly happening in Taiwan.Taiwan's wafer foundry industry set to grow in 3Q 2024; can new orders and cost reductions drive Intel's recovery?E Ink Prism technology revolutionizing automotive and consumer electronics;CATL looking to expand in solar-storage market.

Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.

Taiwan

Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs.  The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips.  Taiwan Semiconductor is an affiliate of Philips Electronics N.V.

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

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TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

Liquid cooling solutions for AI servers are evolving rapidly, L&T Semicon plans mass production of first chip, Win Win Precision excels in solar...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (01-Oct-2024): Intel's EUR10B plant stalls in Germany.

Intel's semiconductor plant in Germany faces delay due to chip and battery budget battle, Taiwan's luxury car market thrives, AI boosts nuclear...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-Sep-2024): Security Summit covers TSMC, gov cyber sec

Security Summit covers TSMC and government cyber security, Taiwan's B5G program faces challenges, Japan's diamond semiconductors coming by 2025, UK...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Sep-2024): Samsung unlikely to follow Intel's spinoff.

Samsung not spinning off foundry business, rise in cobots in China, Marvell co-founder passes away, HTC launches VIVE Focus Vision, Suchi Semicon...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Tech Supply Chain Tracker (02-Oct-2024): AI server liquid cooling status: efficient or not?

Liquid cooling solutions for AI servers are evolving rapidly, L&T Semicon plans mass production of first chip, Win Win Precision excels in solar...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (01-Oct-2024): Intel's EUR10B plant stalls in Germany.

Intel's semiconductor plant in Germany faces delay due to chip and battery budget battle, Taiwan's luxury car market thrives, AI boosts nuclear...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (28-Sep-2024): Security Summit covers TSMC, gov cyber sec

Security Summit covers TSMC and government cyber security, Taiwan's B5G program faces challenges, Japan's diamond semiconductors coming by 2025, UK...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Sep-2024): Samsung unlikely to follow Intel's spinoff.

Samsung not spinning off foundry business, rise in cobots in China, Marvell co-founder passes away, HTC launches VIVE Focus Vision, Suchi Semicon...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (19-Sep-2024): Gold Apollo denies Lebanon pager explosions; MOEA confirms Taiwan assembly.

Gold Apollo denies role in Lebanon pager blasts; Taiwan's MOEA confirms pager assembly in Taiwan; Taiwan's wafer foundry industry growth in 3Q...

Tech Supply Chain Tracker