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>TSMC achieves record-breaking performance in July thanks to high demand from key clients like Apple, Intel, and Nvidia.</li><li>Chang Wah Electromaterials appoints new CEO and plans a major US$100M expansion in Malaysia through CWTC.</li><li>South Korean micro LED component makers target the backplane market with AI-driven AR and VR technologies gaining popularity, while Taiwan's PCB sector faces sustainability challenges in Southeast Asia.</li></ul>

TSMC achieves record-breaking performance in July thanks to high demand from key clients like Apple, Intel, and Nvidia.Chang Wah Electromaterials appoints new CEO and plans a major US$100M expansion in Malaysia through CWTC.South Korean micro LED component makers target the backplane market with AI-driven AR and VR technologies gaining popularity, while Taiwan's PCB sector faces sustainability challenges in Southeast Asia.

Tech Supply Chain Tracker (10-Aug-2024): TSMC breaks records with record July orders.

<ul><li>Acer's subsidiaries are driving growth, providing resilience and optimism in the face of shifts in the PC market.</li><li>China's smartphone industry is experiencing a boom in the second quarter of 2024, indicating strong potential for growth.</li><li>A potential US ban on Chinese vehicle technology could deepen the technology rift with lasting effects, impacting various industries.</li></ul>

Acer's subsidiaries are driving growth, providing resilience and optimism in the face of shifts in the PC market.China's smartphone industry is experiencing a boom in the second quarter of 2024, indicating strong potential for growth.A potential US ban on Chinese vehicle technology could deepen the technology rift with lasting effects, impacting various industries.

Tech Supply Chain Tracker (09-Aug-2024): Acer subs drive growth, boost resilience amid PC changes.

<ul><li>CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.</li><li>Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.</li><li>Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.</li></ul>

CoSAI is a collaboration between tech giants like Intel, Google, and IBM to drive innovation in the automotive industry.Knobs and buttons are making a comeback in car interfaces, reflecting a trend in automotive design for more tactile controls.Apple opposes Tata-Vivo partnership as Vivo marks its 10th anniversary in India, while Biden admin shows support for CHIPS Act to boost packaging and testing industry.

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

<ul><li>LG Innotek sees record 2Q24 results from iPhone 15 sales, while Tesla and Nvidia vie for top spot in autonomous driving tech.</li><li>US bans Chinese EVs, EU examines high taxes, prompting potential semiconductor strategy changes in South Korea and Taiwan post-US election.</li><li>Amkor receives CHIPS Act incentives, Huawei sues MediaTek in China as YMTC anticipates chip demand, India's iVP Semi targets local market. Taiwan diversifies workforce with ASEAN talent.</li></ul>

LG Innotek sees record 2Q24 results from iPhone 15 sales, while Tesla and Nvidia vie for top spot in autonomous driving tech.US bans Chinese EVs, EU examines high taxes, prompting potential semiconductor strategy changes in South Korea and Taiwan post-US election.Amkor receives CHIPS Act incentives, Huawei sues MediaTek in China as YMTC anticipates chip demand, India's iVP Semi targets local market. Taiwan diversifies workforce with ASEAN talent.

Tech Supply Chain Tracker (30-Jul-2024): LG Innotek's record 2Q24 driven by iPhone 15 boom.

<ul><li>NCKU in Taiwan achieves breakthrough in angstrom-scale semiconductor precision, potentially revolutionizing the industry.</li><li>Uncertainty surrounds impact of Trump win on green energy, with transition likely to be slower but not impossible.</li><li>Apple introduces new open-source AI models, Kyushu attracts record investments from TSMC, while SK Hynix experiences sales/profit growth. Vietnam partners with Qorvo, Cadence to train 50,000 engineers by 2030.</li></ul>

NCKU in Taiwan achieves breakthrough in angstrom-scale semiconductor precision, potentially revolutionizing the industry.Uncertainty surrounds impact of Trump win on green energy, with transition likely to be slower but not impossible.Apple introduces new open-source AI models, Kyushu attracts record investments from TSMC, while SK Hynix experiences sales/profit growth. Vietnam partners with Qorvo, Cadence to train 50,000 engineers by 2030.

Tech Supply Chain Tracker (26-Jul-2024): NCKU in Taiwan achieves semiconductor precision breakthrough.

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 (10-Aug-2024): TSMC breaks records with record July orders.

TSMC sees record-breaking demand, Chang Wah Electromaterials plans major expansion, Nvidia focuses on ecosystem, South Korean micro LED makers...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Aug-2024): Acer subs drive growth, boost resilience amid PC changes.

Acer's subsidiaries grow amid PC market changes, China's smartphone market booms, potential US ban on Chinese vehicle tech, Nintendo and Sony face...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (01-Aug-2024): Top tech firms join CoSAI.

CoSAI partners with tech giants, car interfaces embrace knobs, Apple opposes Tata-Vivo, Biden supports CHIPS Act, Micron ships 9th-gen NAND, Taiwan...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (30-Jul-2024): LG Innotek's record 2Q24 driven by iPhone 15 boom.

LG Innotek's record results driven by iPhone 15 sales, Tesla and Nvidia battle for autonomous driving, US bans Chinese EVs, EU cautious on taxes,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Jul-2024): NCKU in Taiwan achieves semiconductor precision breakthrough.

NCKU makes breakthrough in semiconductor precision, Trump's impact on green energy uncertain, Apple unveils AI models, TSMC attracts record...

Tech Supply Chain Tracker

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