Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Global auto and EV sales in 2024 are heavily impacted by supply chain resilience, as emphasized by Cenex CEO Robert Evans.</li><li>Silicon Saxony in the EU is attracting global players with EUR50 billion investments, positioning itself as a semiconductor hub.</li><li>Chinese game developers are pushing AI boundaries by developing NPCs to virtual societies, while Samsung offers aggressive discounts in the US to compete with Apple's Korea strategy in 3Q24.</li></ul>

Global auto and EV sales in 2024 are heavily impacted by supply chain resilience, as emphasized by Cenex CEO Robert Evans.Silicon Saxony in the EU is attracting global players with EUR50 billion investments, positioning itself as a semiconductor hub.Chinese game developers are pushing AI boundaries by developing NPCs to virtual societies, while Samsung offers aggressive discounts in the US to compete with Apple's Korea strategy in 3Q24.

Tech Supply Chain Tracker (14-Sep-2024): Global auto and EV sales: 2024.

<ul><li>Global semiconductor sales saw a 40% rise in Americas in July, with Acer hitting record highs in India and Indonesia.</li><li>Foxconn is reviewing a European semiconductor plant and investing in technology, as SEMI CEO calls for 10-20 wafer fabs in India.</li><li>Semiconductor giants reveal sustainability plans at Semicon Taiwan 2024, while ASE forms SiPhIA consortium for advancements in silicon photonics. UK auto industry embraces net-zero amid EV revolution, and China's leading AI chip unicorn faces revenue decline despite sector growth.</li></ul>

Global semiconductor sales saw a 40% rise in Americas in July, with Acer hitting record highs in India and Indonesia.Foxconn is reviewing a European semiconductor plant and investing in technology, as SEMI CEO calls for 10-20 wafer fabs in India.Semiconductor giants reveal sustainability plans at Semicon Taiwan 2024, while ASE forms SiPhIA consortium for advancements in silicon photonics. UK auto industry embraces net-zero amid EV revolution, and China's leading AI chip unicorn faces revenue decline despite sector growth.

Tech Supply Chain Tracker (07-Sep-2024): Global semiconductor sales up in July; Americas surge 40%

Zhen Ding Technology Holding / Equity Bottom-Up

<ul><li>Nvidia expands beyond chips to offer various AI services, becoming a one-stop AI factory for customers.</li><li>Cobalt recycling gains popularity as speculation grows over export restrictions, driving the trend in the industry.</li><li>India and Singapore sign MoU on semiconductors, while UK delegation pursues closer ties with Taiwan for collaboration.</li></ul>

Nvidia expands beyond chips to offer various AI services, becoming a one-stop AI factory for customers.Cobalt recycling gains popularity as speculation grows over export restrictions, driving the trend in the industry.India and Singapore sign MoU on semiconductors, while UK delegation pursues closer ties with Taiwan for collaboration.

Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖

<ul><li>UK car market sees resurgence as electric vehicles gain popularity at LCV Show, driving up sales and interest in sustainable options.</li><li>SAIC Motor struggles with falling profits and tariffs on electric vehicles, putting financial strain on the company's operations.</li><li>IEDC fosters stronger economic ties between Taiwan and the region through a new office opening, promoting business opportunities and enhancing cooperation.</li></ul>

UK car market sees resurgence as electric vehicles gain popularity at LCV Show, driving up sales and interest in sustainable options.SAIC Motor struggles with falling profits and tariffs on electric vehicles, putting financial strain on the company's operations.IEDC fosters stronger economic ties between Taiwan and the region through a new office opening, promoting business opportunities and enhancing cooperation.

Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Post-China supply chain reevaluation in ASEAN offers strategic shifts and growth opportunities for businesses.</li><li>Peak season does not improve 3Q24 memory spot pricing, with overall market trends remaining stable.</li><li>Generative AI market set to reach $1.5T by 2030, with Taiwan leading in hardware development; software &amp; services also show promising future growth.</li></ul>

Post-China supply chain reevaluation in ASEAN offers strategic shifts and growth opportunities for businesses.Peak season does not improve 3Q24 memory spot pricing, with overall market trends remaining stable.Generative AI market set to reach $1.5T by 2030, with Taiwan leading in hardware development; software &amp; services also show promising future growth.

Tech Supply Chain Tracker (03-Sep-2024): Supply chain shifts in ASEAN post China

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 (14-Sep-2024): Global auto and EV sales: 2024.

Global auto and EV sales projected for 2024; Chinese game devs push AI boundaries, while Silicon Saxony attracts investment, and EV development...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Sep-2024): Global semiconductor sales up in July; Americas surge 40%

Global semiconductor sales up, Acer hits record highs in India/Indonesia, Foxconn eyeing Europe plant, SEMI CEO pushes for fabs in India, giants...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖

Nvidia expands into AI services, cobalt recycling in demand, India-Singapore semiconductor deal, UK-Taiwan collaboration at SEMICON, Zhen Ding...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.

UK car market rebounds with focus on electric vehicles, SAIC Motor struggles with declining profits, Google and Meta prepare for misinformation...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Sep-2024): Supply chain shifts in ASEAN post China

Colley Hwang discusses ASEAN expansion post-China, Peak season does not boost 3Q24 memory spot pricing, while Generative AI market expected to...

Tech Supply Chain Tracker

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