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>China leads the battery materials market as South Korea's Posco considers exiting, while Lotte gears up for mass production of LFP batteries.</li><li>Rapidus focuses on installing EUV equipment for multiple units deployment amidst industry challenges, while Micron sees record data center sales but misses guidance targets.</li><li>Nvidia eyes Taiwan for humanoid robot assembly, Japan enters 2nm chip race alongside Samsung, Intel, and TSMC amid supply chain obstacles.</li></ul>

China leads the battery materials market as South Korea's Posco considers exiting, while Lotte gears up for mass production of LFP batteries.Rapidus focuses on installing EUV equipment for multiple units deployment amidst industry challenges, while Micron sees record data center sales but misses guidance targets.Nvidia eyes Taiwan for humanoid robot assembly, Japan enters 2nm chip race alongside Samsung, Intel, and TSMC amid supply chain obstacles.

Tech Supply Chain Tracker (20-Dec-2024): China leads battery materials, Posco Future M exits, Lotte eyes LFP production.

<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>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.

Hon Hai Precision Industry / Equity Bottom-Up

<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>Taiwan is utilizing AI supercomputers for medical and life science innovations, showcasing a commitment to technological advancement in those fields.</li><li>Wistron is making a significant investment of $24.5M for a new factory in Vietnam, indicating a desire to expand production capabilities in the region for potential economic growth.</li><li>Samsung is poised to overtake Apple in Taiwan's mobile market by June, highlighting the company's competitive edge and potential dominance in the industry.</li></ul>

Taiwan is utilizing AI supercomputers for medical and life science innovations, showcasing a commitment to technological advancement in those fields.Wistron is making a significant investment of $24.5M for a new factory in Vietnam, indicating a desire to expand production capabilities in the region for potential economic growth.Samsung is poised to overtake Apple in Taiwan's mobile market by June, highlighting the company's competitive edge and potential dominance in the industry.

Tech Supply Chain Tracker (26-Jun-2024): Taiwan uses AI for medical advancements.

Taiwan

Wistron Corporation manufactures and markets notebook computers, personal computers, and other related information products.

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Wistron Corp (3231 TT)

Tech Supply Chain Tracker (20-Dec-2024): China leads battery materials, Posco Future M exits, Lotte eyes LFP production.

China leads battery materials market, Posco Future M may exit, Lotte to mass produce LFP batteries, Rapidus adopts EUV, Micron posts record sales...

Tech Supply Chain Tracker

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 (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

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 (26-Jun-2024): Taiwan uses AI for medical advancements.

Taiwan advances in AI for medical, Wistron invests in Vietnam, Samsung to lead mobile market, India enforces common charging ports, Dongfeng Nissan...

Tech Supply Chain Tracker

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