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>AI inkjet breakthrough in semiconductor manufacturing promises more precise coating, revolutionizing tech industry processes.</li><li>China's price war in EV sector causes financial chaos and supply chain disruptions for 2 years, impacting global market.</li><li>US House considers OLED import ban following patent dispute with Samsung Display Corporation, keeping spotlight on patent issues.</li></ul>

AI inkjet breakthrough in semiconductor manufacturing promises more precise coating, revolutionizing tech industry processes.China's price war in EV sector causes financial chaos and supply chain disruptions for 2 years, impacting global market.US House considers OLED import ban following patent dispute with Samsung Display Corporation, keeping spotlight on patent issues.

Tech Supply Chain Tracker (26-Dec-2024): AI inkjet tech offers precise semiconductor coating.

TongFu Microelectronics   / Equity Bottom-Up

<ul><li>TSMC's new wafer manufacturing technology is changing the advanced packaging industry, causing a forecasted slump in general-purpose memory for Samsung and SK Hynix.</li><li>Micron is leading the way in HBM4 development, aiming for mass production by 2026, while India's semiconductor growth is highlighted by Marvell ahead of VLSI conference.</li><li>China's chip crackdown escalates as global semiconductor landscape evolves, with Tesla Shanghai factory head resigning and Xiaomi denying poaching rumors. Dixon partners with Vivo to boost local production in India.</li></ul>

TSMC's new wafer manufacturing technology is changing the advanced packaging industry, causing a forecasted slump in general-purpose memory for Samsung and SK Hynix.Micron is leading the way in HBM4 development, aiming for mass production by 2026, while India's semiconductor growth is highlighted by Marvell ahead of VLSI conference.China's chip crackdown escalates as global semiconductor landscape evolves, with Tesla Shanghai factory head resigning and Xiaomi denying poaching rumors. Dixon partners with Vivo to boost local production in India.

Tech Supply Chain Tracker (24-Dec-2024): TSMC transforms packaging market with wafer manufacturing 2.0.

International Business Machines / Equity Bottom-Up

<ul><li>TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.</li><li>South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.</li><li>TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.</li></ul>

TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

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Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Autos / In Depth: China’s auto industry reaches turning point as EV exports slow</li><li>Funds /: Chart of the Day: Value of China’s mutual funds comes down from peak</li><li>Nvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe</li></ul>

Autos / In Depth: China’s auto industry reaches turning point as EV exports slowFunds /: Chart of the Day: Value of China’s mutual funds comes down from peakNvidia /: Nvidia asserts commitment to fair competition amid China antitrust probe

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow 

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.</li><li>Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.</li><li>LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.</li></ul>

China smartphone market grows significantly in 3Q 2024, demonstrating strong demand for mobile devices.Lam Research establishes new office at Tata-PSMC wafer fab, enhancing their presence in the semiconductor industry.LG shifts focus to solutions over products in major restructuring, while BYD plans cost cuts in anticipation of potential tariffs.

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

China

Xiaomi Corporation manufactures communication equipment and parts. The Company produces and sells mobile phones, smart phone software,  set-top boxes, and related accessories. Xiaomi markets its products worldwide.

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Xiaomi (1810 HK)

Tech Supply Chain Tracker (26-Dec-2024): AI inkjet tech offers precise semiconductor coating.

AI inkjet breakthrough enhances semiconductor production; China's EV price war disrupts market; US House considers OLED import ban after patent...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (24-Dec-2024): TSMC transforms packaging market with wafer manufacturing 2.0.

TSMC shakes up advanced packaging with new wafer tech; Micron focuses on overcoming memory slump, advancing HBM4 development for mass production in...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

TCL chair ready for tri-fold smartphone launch, FuriosaAI enters AI chip race, TSMC Kumamoto fab preps for 2024 production, India imports more...

Tech Supply Chain Tracker

CX Daily: China’s Auto Industry Reaches Turning Point as EV Exports Slow

Autos / In Depth: China’s auto industry reaches turning point as EV exports slow China’s auto exporters are facing a watershed moment as Western...

Caixin Global

Tech Supply Chain Tracker (29-Nov-2024): China smartphone market, Q3 2024

China's smartphone market grows in 3Q 2024, Lam Research expands, LG restructures focus, BYD plans cuts, Qualcomm and MediaTek diverge, Nvidia...

Tech Supply Chain Tracker

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