Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

Luxshare Precision Industry / Equity Bottom-Up

<ul><li>Infineon expands presence in Southeast Asia with new fab in Thailand for backend operations, strengthening its manufacturing capabilities in the region.</li><li>Biden's AI rules emphasize closed models, sparking discussion about the importance of open-source technology development in the industry.</li><li>EU urges Trump to lift AI export ban affecting 17 member states, imposed by Biden, to facilitate international cooperation in the field of artificial intelligence.</li></ul>

Infineon expands presence in Southeast Asia with new fab in Thailand for backend operations, strengthening its manufacturing capabilities in the region.Biden's AI rules emphasize closed models, sparking discussion about the importance of open-source technology development in the industry.EU urges Trump to lift AI export ban affecting 17 member states, imposed by Biden, to facilitate international cooperation in the field of artificial intelligence.

Tech Supply Chain Tracker (16-Jan-2025): Infineon builds new fab in Thailand

<ul><li>TSMC ends partnership with PowerAIR in Singapore over Huawei worries, impacting supply chain in tech industry. </li><li>China retaliates against US with customs actions; CXMT starts manufacturing DDR5 chips, meeting demand for next-gen technology.</li><li>India plans display fabrication facility, offering growth potential but encountering challenges. Luxshare's purchase of Wingtech ODM to enhance design capabilities, reduce reliance on Apple, and boost tech industry prowess.</li></ul>

TSMC ends partnership with PowerAIR in Singapore over Huawei worries, impacting supply chain in tech industry. China retaliates against US with customs actions; CXMT starts manufacturing DDR5 chips, meeting demand for next-gen technology.India plans display fabrication facility, offering growth potential but encountering challenges. Luxshare's purchase of Wingtech ODM to enhance design capabilities, reduce reliance on Apple, and boost tech industry prowess.

Tech Supply Chain Tracker (14-Jan-2025): TSMC ends PowerAIR Huawei partnership.

<ul><li>AI server BBU status being monitored to ensure no issues on the artificial intelligence server, ensuring smooth operations.</li><li>TSMC's global update highlights Japan, US, and Europe's progress, showcasing Taiwan's chip giant's influence worldwide.</li><li>Xiaomi investing in GPU cluster for faster processing, China's Hua Hong appoints Intel veteran as President, South Korea investing $24.79 million in chip R&amp;D projects.</li></ul>

AI server BBU status being monitored to ensure no issues on the artificial intelligence server, ensuring smooth operations.TSMC's global update highlights Japan, US, and Europe's progress, showcasing Taiwan's chip giant's influence worldwide.Xiaomi investing in GPU cluster for faster processing, China's Hua Hong appoints Intel veteran as President, South Korea investing $24.79 million in chip R&amp;D projects.

Tech Supply Chain Tracker (03-Jan-2025): Check AI server BBU status.

<ul><li>Potential Huawei sanctions under a reelected Trump administration could spell trouble for Chinese tech companies.</li><li>Luxshare's acquisition of nine Wingtech ODM subsidiaries indicates a consolidation trend in the tech manufacturing industry.</li><li>The 2025 semiconductor boom is expected to be fueled by AI technology, but could face volatility due to Trump-era policies.</li></ul>

Potential Huawei sanctions under a reelected Trump administration could spell trouble for Chinese tech companies.Luxshare's acquisition of nine Wingtech ODM subsidiaries indicates a consolidation trend in the tech manufacturing industry.The 2025 semiconductor boom is expected to be fueled by AI technology, but could face volatility due to Trump-era policies.

Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0

<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.

China

Xiaomi is a Chinese multinational corporation specializing in consumer electronics and technology, primarily known for its smartphones (Mi, Redmi, POCO series) and a wide range of AIoT (Artificial Intelligence of Things) devices, including smart home products, wearables, and laptops. The company also provides internet services, including its MIUI operating system. Xiaomi was founded in 2010 and is headquartered in Beijing, China.

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Xiaomi (1810 HK)

Tech Supply Chain Tracker (16-Jan-2025): Infineon builds new fab in Thailand

Infineon expands in Thailand, Biden's AI rules spark discussion, EU urges Trump to lift export ban, Indichip & Yitoa to build SiC fab in India, CES...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Jan-2025): TSMC ends PowerAIR Huawei partnership.

TSMC severs relationship with PowerAIR over Huawei worries, China responds to US with customs actions, CXMT starts DDR5 production; India plans...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Jan-2025): Check AI server BBU status.

Global AI and chip industry updates: TSMC flourishing, Xiaomi investing in LLM, Hua Hong's new President, South Korea's R&D projects, Micron's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (01-Jan-2025): Trump could bring back Huawei sanctions 2.0

Potential Huawei sanctions if Trump remains in office, Luxshare acquisition of Wingtech ODM subsidiaries, 2025 semiconductor growth driven by AI,...

Tech Supply Chain Tracker

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

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