Technology Supply Chain

On “Cyber Monday” (12/1), we checked prices on a range of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models from LG, Samsung and Vizio by pulling publicly available prices from…

Earlier this week, we spent a day in St. Louis at the SC25 conference where we sat in on a few presentations, walked the trade show floor, and spoke with various managers from leading power…

Our latest look at aggregate inventories up and down the supply chain after CQ3 EPS season suggested another quarter of general improvements. Specifically, our survey across OEMs, component makers, electronics manufacturing service (EMS) providers and…

Our trip last week to San Jose, CA for the Open Compute Project (OCP) Global Summit highlighted a range of company specific takeaways, as per our prior notes in recent days, but also bigger picture…

The stocks of the companies in our tech supply chain coverage have rallied 32% on average since the end of June, or 26% ex-Sandisk, bringing average YTD performance to up 62% (+58% ex-SNDK), ahead of…

On Friday (8/29), we checked U.S. retail prices on popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models. Our survey turned up generally higher retail pricing dynamics. This is not too…

Our latest look at aggregate inventories up and down the supply chain after CQ2 EPS season strongly suggests a further rightsizing of inventories continued, that was broad in nature but led by distributors and components…

There is obviously now “more good news than bad priced in” our technology supply chain coverage ahead of CQ2 EPS season, which still has the potential to prove especially volatile for new U.S. tax and…

We think secular trends behind the proposed IPO of Voyager Technologies highlights an ongoing opportunity for healthy growth in aerospace, defense & space markets for several companies we follow across the supply chain, most notably,…

Our latest look at aggregate inventories, up and down the supply chain for CQ1, suggested typical seasonal inventory builds in aggregate Dollars, albeit against better-than-usual sales trends. At the same time, inventory ratios improved on…

Last week, we spent two days in Washington D.C.at Data Center World, which is considered to be the largest data center trade show of the year, where we sat in on industry talks, walked the…

Over the weekend, the U.S. provided some clarifications on its plan to impose tariffs on technology products, which we think can better support at least some sort of a “relief rally” across our supply chain…

We think yesterday’s decision by the U.S. Government to introduce a 90-day pause on previously announced tariffs for most trading partners, while maintaining a recently introduced 10% universal import tariff, and raising tariffs on China…

We expect significant volatility across our technology supply chain coverage during the upcoming Q1 EPS season given how new U.S. global tariff policies have turned out to be much broader and stringent in nature than…

We reviewed the S-1 filings from CoreWeave, a specialized cloud service provider (CSP) for high-performance artificial intelligence (AI) and machine learning (ML) workloads, ahead of its proposed IPO under the ticker CRWV for listing on…