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>Samsung's foundry service growth is driven by AI, HPC, and automotive sectors, showcasing a diverse and promising market strategy.</li><li>Meta is set to launch glasses-like MR device in 2027, aiming to revolutionize the way we interact with technology and the digital world.</li><li>Global OSAT industry is projected to experience significant growth by 2024, fueled by increasing demand for testing and packaging services in the semiconductor market.</li></ul>

Samsung's foundry service growth is driven by AI, HPC, and automotive sectors, showcasing a diverse and promising market strategy.Meta is set to launch glasses-like MR device in 2027, aiming to revolutionize the way we interact with technology and the digital world.Global OSAT industry is projected to experience significant growth by 2024, fueled by increasing demand for testing and packaging services in the semiconductor market.

Tech Supply Chain Tracker (31-Aug-2024): Samsung's growth depends on AI, HPC, autos.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Silicon Shield 2.0 involves managing risks and building partnerships to secure supply chains in today's economic landscape.</li><li>AMD collaborates with ZT System engineers to simplify rising AI system complexity, enhancing efficiency and productivity.</li><li>Foxconn leverages AI server trading models to increase profits, while Taiwan's president calls for regional de-risking and trade partnerships to adapt to supply chain shifts. #Taiwan #trade #partnerships #supplychain. Innodisk's AI revenue surpasses 20%, foreseeing growth in revenue and profit in the second half of 2024. SK Hynix's revenue doubles in the US and China, attributed to increased AI demand in the first half of 2024. TSMC's new fab in Germany is expected to generate jobs and enhance wafer ecosystems in Europe.</li></ul>

Silicon Shield 2.0 involves managing risks and building partnerships to secure supply chains in today's economic landscape.AMD collaborates with ZT System engineers to simplify rising AI system complexity, enhancing efficiency and productivity.Foxconn leverages AI server trading models to increase profits, while Taiwan's president calls for regional de-risking and trade partnerships to adapt to supply chain shifts. #Taiwan #trade #partnerships #supplychain. Innodisk's AI revenue surpasses 20%, foreseeing growth in revenue and profit in the second half of 2024. SK Hynix's revenue doubles in the US and China, attributed to increased AI demand in the first half of 2024. TSMC's new fab in Germany is expected to generate jobs and enhance wafer ecosystems in Europe.

Tech Supply Chain Tracker (23-Aug-2024): Silicon Shield 2.0: supply chain security & diplomacy.

<ul><li>SE Asia &amp; India deploying semi supply chains for efficiency &amp; cost reduction, with focus shifting to automotive &amp; mobile ventures.</li><li>Taiwan leveraging strong semiconductor industry to attract foreign students &amp; enhance industry leadership. </li><li>Wiwynn suing Musk's X over unpaid server bills, UK reassessing semiconductor strategy amid US &amp; China influence. Apple's Foxconn to manufacture iPhone Pro in India, AMD entering AI market with $4.9 billion investment. TSMC building EUR10B fab in Dresden to boost semiconductor industry.</li></ul>

SE Asia &amp; India deploying semi supply chains for efficiency &amp; cost reduction, with focus shifting to automotive &amp; mobile ventures.Taiwan leveraging strong semiconductor industry to attract foreign students &amp; enhance industry leadership. Wiwynn suing Musk's X over unpaid server bills, UK reassessing semiconductor strategy amid US &amp; China influence. Apple's Foxconn to manufacture iPhone Pro in India, AMD entering AI market with $4.9 billion investment. TSMC building EUR10B fab in Dresden to boost semiconductor industry.

Tech Supply Chain Tracker (22-Aug-2024): SE Asia & India semi supply chains deployment

<ul><li>Foxconn benefits from regionalized production with improved efficiency, reduced shipping costs, and better supply chain integration.</li><li>AMEC is confident in their lawsuit against the US Department of Defense, showing strong belief in the merit of their legal case.</li><li>Japan's economy faces uncertainty with financial resources at risk after Kishida's resignation, raising concerns amidst the country's economic landscape and supply chain players cautiously optimistic about AI server boom.</li></ul>

Foxconn benefits from regionalized production with improved efficiency, reduced shipping costs, and better supply chain integration.AMEC is confident in their lawsuit against the US Department of Defense, showing strong belief in the merit of their legal case.Japan's economy faces uncertainty with financial resources at risk after Kishida's resignation, raising concerns amidst the country's economic landscape and supply chain players cautiously optimistic about AI server boom.

Tech Supply Chain Tracker (20-Aug-2024): Regional production helps Foxconn.

<ul><li>SDC partners with Microsoft while VCs in India prioritize deep tech startups for innovation and growth.</li><li>Polish startup SEEDiA leads in smart urban infrastructure as AI hype in smart manufacturing is questioned for realistic outcomes.</li><li>Non-a-Si panels expected to dominate auto displays 2024-2029 as Indian opto-semiconductor maker acquires US-based IC equipment company.</li></ul>

SDC partners with Microsoft while VCs in India prioritize deep tech startups for innovation and growth.Polish startup SEEDiA leads in smart urban infrastructure as AI hype in smart manufacturing is questioned for realistic outcomes.Non-a-Si panels expected to dominate auto displays 2024-2029 as Indian opto-semiconductor maker acquires US-based IC equipment company.

Tech Supply Chain Tracker (13-Aug-2024): SDC signs contract with Microsoft.

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)

TSMC (Taiwan Semiconductor Manufacturing)

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TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

Tech Supply Chain Tracker (31-Aug-2024): Samsung's growth depends on AI, HPC, autos.

Samsung's foundry service growth relies on AI, HPC, and automotive sectors, Meta developing glasses-like MR device set for 2027 launch, projected...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Aug-2024): Silicon Shield 2.0: supply chain security & diplomacy.

Silicon Shield 2.0: AMD, Foxconn, Innodisk, SK Hynix, and TSMC leveraged AI and regional partnerships to secure and grow supply chains amidst...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Aug-2024): SE Asia & India semi supply chains deployment

SE Asia, India, Taiwan, UK, and US focus on semiconductor industry growth and competition, with companies like Xiaomi, Foxconn, AMD, TSMC, and...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (20-Aug-2024): Regional production helps Foxconn.

Regionalized production boosts efficiency for Foxconn, AMEC confident in lawsuit, Japan's financial resources in jeopardy, supply chain players...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Aug-2024): SDC signs contract with Microsoft.

SDC partners with Microsoft, Indian VCs focus on deep tech startups, SEEDiA pioneers smart urban infrastructure, questioning AI hype in...

Tech Supply Chain Tracker

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