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>XPeng and Nio abandon Nvidia Thor chip over delays, impacting production schedules and development timelines.</li><li>Wistron set to establish new plant in Vietnam in 2025, with potential expansion of current facilities, boosting local economy.</li><li>MSI launches made-in-India notebooks as part of market expansion strategy, tapping into growing demand for tech products in the region.</li></ul>

XPeng and Nio abandon Nvidia Thor chip over delays, impacting production schedules and development timelines.Wistron set to establish new plant in Vietnam in 2025, with potential expansion of current facilities, boosting local economy.MSI launches made-in-India notebooks as part of market expansion strategy, tapping into growing demand for tech products in the region.

Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.

<ul><li>Unisoc secures US$448M in funding to improve development of 5G chips, highlighting the growing importance of 5G technology in the tech industry.</li><li>India aims to attract more electric vehicle manufacturers by expanding incentives, signaling a push towards sustainable transportation solutions.</li><li>Nvidia collaborates with Thailand on AI despite challenges in the data center ecosystem, showing commitment to advancing AI technology globally.</li></ul>

Unisoc secures US$448M in funding to improve development of 5G chips, highlighting the growing importance of 5G technology in the tech industry.India aims to attract more electric vehicle manufacturers by expanding incentives, signaling a push towards sustainable transportation solutions.Nvidia collaborates with Thailand on AI despite challenges in the data center ecosystem, showing commitment to advancing AI technology globally.

Tech Supply Chain Tracker (06-Dec-2024): Unisoc gets $448M to enhance 5G chip development.

<ul><li>China overtakes Japan in auto exports despite tariff hurdles, solidifying its dominance in the industry.</li><li>Samsung Display moves up 8.6G IT OLED mass production plan to 2025, aiming for quicker industry advancements.</li><li>Nvidia's Jensen Huang requests early HBM4 delivery from SK Hynix, signaling potential developments in the tech sector.</li></ul>

China overtakes Japan in auto exports despite tariff hurdles, solidifying its dominance in the industry.Samsung Display moves up 8.6G IT OLED mass production plan to 2025, aiming for quicker industry advancements.Nvidia's Jensen Huang requests early HBM4 delivery from SK Hynix, signaling potential developments in the tech sector.

Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.

<ul><li>APAC offshore wind market faces regional competition as Typhoon Krathon spurs AI models to compete for accurate forecasting.</li><li>Ford Lio Ho revamps Kuga lineup in Taiwan's SUV market post-Krathon, focusing on supply chain resilience amid labor strikes and geopolitical tensions.</li><li>Hyundai Motor plans ambitious battery production strategy while DIGITIMES Research forecasts significant growth in global and Taiwan AI healthcare markets from 2023 to 2030.</li></ul>

APAC offshore wind market faces regional competition as Typhoon Krathon spurs AI models to compete for accurate forecasting.Ford Lio Ho revamps Kuga lineup in Taiwan's SUV market post-Krathon, focusing on supply chain resilience amid labor strikes and geopolitical tensions.Hyundai Motor plans ambitious battery production strategy while DIGITIMES Research forecasts significant growth in global and Taiwan AI healthcare markets from 2023 to 2030.

Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.

<ul><li>Taiwan's defense sector is seen as undervalued, representing a missed opportunity in the global arms race.</li><li>Malaysian officials hold a meeting with Tesla, but plans for a factory in the country are considered unlikely.</li><li>Retailers are using ICT and personnel to drive growth in green energy trading, while Samsung leads the gaming monitor market.</li></ul>

Taiwan's defense sector is seen as undervalued, representing a missed opportunity in the global arms race.Malaysian officials hold a meeting with Tesla, but plans for a factory in the country are considered unlikely.Retailers are using ICT and personnel to drive growth in green energy trading, while Samsung leads the gaming monitor market.

Tech Supply Chain Tracker (29-Aug-2024): Taiwan's defense sector missed opportunity in arms race.

Japan

Toyota Motor Corporation manufactures, sells, leases, and repairs passenger cars, trucks, buses, and their related parts worldwide. The Company also operates financing services through their subsidiaries. Toyota Motor builds homes, produces pleasure boats, and develops intelligent transportation systems including radar cruise control and electronic toll collection systems.

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Toyota Motor Corp Spon Adr (TM US)

Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.

XPeng and Nio switch from Nvidia Thor chip, Wistron to open new plant in Vietnam, MSI introduces Indian-made notebooks, Honda and Nissan mull...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Dec-2024): Unisoc gets $448M to enhance 5G chip development.

Unisoc secures $448M funding for 5G chip development, India aims to attract EV manufacturers, Nvidia partners with Thailand for AI despite data...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.

China leads global auto exports while Samsung accelerates OLED production, Nvidia pushes for early delivery, Trump hints at CHIPS Act shutdown,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.

APAC offshore wind market faces competition, Typhoon Krathon sparks battle among AI models. Taiwan's Ford Lio Ho ups SUV lineup, supply chain...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (29-Aug-2024): Taiwan's defense sector missed opportunity in arms race.

Taiwan's defense sector is overlooked, Malaysia meets Tesla but factory plans may not happen, July 2024 notebook shipment update, retail green...

Tech Supply Chain Tracker

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