Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>India plans to create its own foundational model by 2025, aiming for independence in technology development.</li><li>DeepSeek's founder, a former stock prodigy, is now making waves in the field of AI disruption.</li><li>Cadence is focusing on expanding in India's growing data center market, expecting continued growth in the future.</li></ul>

India plans to create its own foundational model by 2025, aiming for independence in technology development.DeepSeek's founder, a former stock prodigy, is now making waves in the field of AI disruption.Cadence is focusing on expanding in India's growing data center market, expecting continued growth in the future.

Tech Supply Chain Tracker (04-Feb-2025): India's model by 2025.

<ul><li>India aims to create its own foundational model by 2025, showing its commitment to technological development and innovation.</li><li>DeepSeek's founder's journey from stock prodigy to AI disruptor highlights the potential for growth and success in the tech industry.</li><li>Cadence's focus on expanding in India's data center industry shows the increasing importance of this sector in the global economy.</li></ul>

India aims to create its own foundational model by 2025, showing its commitment to technological development and innovation.DeepSeek's founder's journey from stock prodigy to AI disruptor highlights the potential for growth and success in the tech industry.Cadence's focus on expanding in India's data center industry shows the increasing importance of this sector in the global economy.

Tech Supply Chain Tracker (03-Feb-2025): India building own AI model by 2025

<ul><li>Taiwan startup secures military contract for anti-drone tech, expanding manufacturing in mobile sector</li><li>Dixon sees phone sales spike, eyes display fab with India semiconductor incentive</li><li>Samsung delays DRAM development, CG Power granted subsidy for OSAT facility, Poland faces US sanctions, Taiwan quake impacts semiconductor production, ByteDance dominates AI chatbot market, Broadcom and Marvell compete in ASIC opportunities</li></ul>

Taiwan startup secures military contract for anti-drone tech, expanding manufacturing in mobile sectorDixon sees phone sales spike, eyes display fab with India semiconductor incentiveSamsung delays DRAM development, CG Power granted subsidy for OSAT facility, Poland faces US sanctions, Taiwan quake impacts semiconductor production, ByteDance dominates AI chatbot market, Broadcom and Marvell compete in ASIC opportunities

Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.

Thematic (Sector/Industry)

<ul><li>By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.</li><li>Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.</li><li>Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.</li></ul>

By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

<ul>
<li>China's public sector units are experiencing significant technological advancements, particularly in AI chip performance through innovative methods like hybrid bonding and e-beam metrology.</li>
<li>The relocation of Semicon West has resulted in a notable increase in attendance, showcasing the growing interest and investment in the US semiconductor industry.</li>
<li>Beijing is intensifying its tech regulations, particularly concerning rare earth materials, while a Taiwanese drone manufacturer seeks to disrupt DJI's market position with a substantial military contract.</li>
</ul>


China's public sector units are experiencing significant technological advancements, particularly in AI chip performance through innovative methods like hybrid bonding and e-beam metrology.
The relocation of Semicon West has resulted in a notable increase in attendance, showcasing the growing interest and investment in the US semiconductor industry.
Beijing is intensifying its tech regulations, particularly concerning rare earth materials, while a Taiwanese drone manufacturer seeks to disrupt DJI's market position with a substantial military contract.


Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

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TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

Tech Supply Chain Tracker (04-Feb-2025): India's model by 2025.

India aims for home-grown tech by 2025, DeepSeek's founder profiled, Cadence eyes India's data center market, US-China tariff war may have long...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (03-Feb-2025): India building own AI model by 2025

India aims to create its own foundational model by 2025, DeepSeek's founder transitions from stock prodigy to AI disruptor, while Cadence focuses...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (22-Jan-2025): Taiwan startup wins military deal for anti-drone tech.

Taiwan startup wins military contract, Dixon expands phone sales, Samsung delays DRAM development, CG Power receives subsidy in India, Poland faces...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

By Q4 2025, Taiwan's wafer foundry industry will advance with Foxconn and OpenAI's collaboration, while Anthropic targets profitability by 2028...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

Key tech developments in China include AI chip advancements by Applied Materials, rising US chip investments, OpenAI's popular Sora app, stricter...

Tech Supply Chain Tracker

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