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>DeepSeek is participating in a China-US AI competition, showcasing their innovative technology and competing on an international stage.</li><li>The China chip sector is rebounding at SEMICON China, with a focus on AI technology to drive growth and progress in the industry.</li><li>Samsung Electronics co-CEO Jong-Hee Han tragically passes away, while Hyundai makes a significant $21B investment in US production, supply chain, and future mobility. The EU is investigating Chinese subsidies for BYD's $4.3B Hungary EV plant.</li></ul>

DeepSeek is participating in a China-US AI competition, showcasing their innovative technology and competing on an international stage.The China chip sector is rebounding at SEMICON China, with a focus on AI technology to drive growth and progress in the industry.Samsung Electronics co-CEO Jong-Hee Han tragically passes away, while Hyundai makes a significant $21B investment in US production, supply chain, and future mobility. The EU is investigating Chinese subsidies for BYD's $4.3B Hungary EV plant.

Tech Supply Chain Tracker (26-Mar-2025): DeepSeek in China-US AI comp.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.</li><li>Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.</li><li>Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.</li></ul>

DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

<ul><li>Japanese IDMs are increasing global investments, while the US keeps a close eye on China's chip industry to adjust supply chains.</li><li>Compal Electronics introduces a new liquid cooling solution for effective cooling of electronic devices.</li><li>Google enhances AI visual generation with Veo 2, Imagen 3, and Whisk, while Innolux focuses on FOPLP and Lam boosts fab efficiency with collaborative robots.</li></ul>

Japanese IDMs are increasing global investments, while the US keeps a close eye on China's chip industry to adjust supply chains.Compal Electronics introduces a new liquid cooling solution for effective cooling of electronic devices.Google enhances AI visual generation with Veo 2, Imagen 3, and Whisk, while Innolux focuses on FOPLP and Lam boosts fab efficiency with collaborative robots.

Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs' global investment plans.

<ul><li>Unisoc secures US$448M in funding to improve development of 5G chips, highlighting the growing importance of 5G technology in the tech industry.</li><li>India aims to attract more electric vehicle manufacturers by expanding incentives, signaling a push towards sustainable transportation solutions.</li><li>Nvidia collaborates with Thailand on AI despite challenges in the data center ecosystem, showing commitment to advancing AI technology globally.</li></ul>

Unisoc secures US$448M in funding to improve development of 5G chips, highlighting the growing importance of 5G technology in the tech industry.India aims to attract more electric vehicle manufacturers by expanding incentives, signaling a push towards sustainable transportation solutions.Nvidia collaborates with Thailand on AI despite challenges in the data center ecosystem, showing commitment to advancing AI technology globally.

Tech Supply Chain Tracker (06-Dec-2024): Unisoc gets $448M to enhance 5G chip development.

<ul><li>APAC offshore wind market faces regional competition as Typhoon Krathon spurs AI models to compete for accurate forecasting.</li><li>Ford Lio Ho revamps Kuga lineup in Taiwan's SUV market post-Krathon, focusing on supply chain resilience amid labor strikes and geopolitical tensions.</li><li>Hyundai Motor plans ambitious battery production strategy while DIGITIMES Research forecasts significant growth in global and Taiwan AI healthcare markets from 2023 to 2030.</li></ul>

APAC offshore wind market faces regional competition as Typhoon Krathon spurs AI models to compete for accurate forecasting.Ford Lio Ho revamps Kuga lineup in Taiwan's SUV market post-Krathon, focusing on supply chain resilience amid labor strikes and geopolitical tensions.Hyundai Motor plans ambitious battery production strategy while DIGITIMES Research forecasts significant growth in global and Taiwan AI healthcare markets from 2023 to 2030.

Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.

South Korea

Hyundai Motor Company manufactures, sells, and exports passenger cars, trucks, and commercial vehicles. The Company also sells various auto parts and operates auto repair service centers throughout South Korea. Hyundai Motor provides financial services through its subsidiaries.

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Hyundai Motor (005380 KS)

Tech Supply Chain Tracker (26-Mar-2025): DeepSeek in China-US AI comp.

DeepSeek competes in the China-US AI competition, while the China chip sector showcases AI technology at SEMICON China; Samsung Electronics co-CEO...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

DeepSeek influencing chip demand, Tesla considering Tata for EV components, Tim Cook in China for supply chain collaboration, TSMC denies Intel...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs' global investment plans.

Japanese IDMs expand globally, US watches China's chip industry, Compal Electronics introduces liquid cooling, Google enhances AI visuals, Innolux...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (06-Dec-2024): Unisoc gets $448M to enhance 5G chip development.

Unisoc secures $448M funding for 5G chip development, India aims to attract EV manufacturers, Nvidia partners with Thailand for AI despite data...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Oct-2024): APAC offshore wind market at crossroads.

APAC offshore wind market faces competition, Typhoon Krathon sparks battle among AI models. Taiwan's Ford Lio Ho ups SUV lineup, supply chain...

Tech Supply Chain Tracker

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