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>Dassault Systèmes CEO highlights European automaker struggles and growth readiness in US and Asia in January 2025.</li><li>SK Hynix achieves impressive 70% yield in HBM4 testing, signaling advancements in memory technology.</li><li>China's tungsten export controls cause market price fluctuations, disrupting global supply chains. Foxconn partners with Sonora in Mexico for innovative smart city project.</li></ul>

Dassault Systèmes CEO highlights European automaker struggles and growth readiness in US and Asia in January 2025.SK Hynix achieves impressive 70% yield in HBM4 testing, signaling advancements in memory technology.China's tungsten export controls cause market price fluctuations, disrupting global supply chains. Foxconn partners with Sonora in Mexico for innovative smart city project.

Tech Supply Chain Tracker (28-Feb-2025): Jan 2025 notebook shipment update

<ul><li>TSMC implements restrictions on Chinese IC firms to follow US semiconductor controls, limiting access to advanced chip technologies.</li><li>Estonian defense delegation seeks collaboration with Taiwan on drones, highlighting growing partnership between the two countries.</li><li>ASE faces leadership uncertainty after chairman's heir tragically passes away, impacting the future direction of the semiconductor giant.</li></ul>

TSMC implements restrictions on Chinese IC firms to follow US semiconductor controls, limiting access to advanced chip technologies.Estonian defense delegation seeks collaboration with Taiwan on drones, highlighting growing partnership between the two countries.ASE faces leadership uncertainty after chairman's heir tragically passes away, impacting the future direction of the semiconductor giant.

Tech Supply Chain Tracker (09-Feb-2025): TSMC tightens restrictions on Chinese IC firms.

<ul><li>Merck to establish new advanced materials center in Japan, expanding global presence in innovative materials science field.</li><li>Global smartphones market projected to see growth in 3Q 2024, suggesting sustained demand and continuous innovation in tech sector.</li><li>US government unveils quadrennial supply chain review to enhance national security and boost domestic production, with focus on semiconductor manufacturing.</li></ul>

Merck to establish new advanced materials center in Japan, expanding global presence in innovative materials science field.Global smartphones market projected to see growth in 3Q 2024, suggesting sustained demand and continuous innovation in tech sector.US government unveils quadrennial supply chain review to enhance national security and boost domestic production, with focus on semiconductor manufacturing.

Tech Supply Chain Tracker (21-Dec-2024): Merck opens new materials center in Japan.

<ul><li>Apple's Intelligence service is working towards a launch in China, but is facing challenges with integrating Baidu.</li><li>NXP may be investing a significant amount of money in Karnataka, India.</li><li>Intel's interim leadership team is bringing together new ideas and industry experience for a promising future, while South Korea and Japan work to mitigate US export controls on HBM.</li></ul>

Apple's Intelligence service is working towards a launch in China, but is facing challenges with integrating Baidu.NXP may be investing a significant amount of money in Karnataka, India.Intel's interim leadership team is bringing together new ideas and industry experience for a promising future, while South Korea and Japan work to mitigate US export controls on HBM.

Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges

Thematic (Sector/Industry)

<ul><li>Nokia is set to enhance its base stations by integrating Nvidia GPUs, aiming to advance AI-driven radio access networks and support 6G technology development.</li><li>Arm, AMD, and Nvidia have joined the Open Compute Project board, while AWS's absence raises questions about its future involvement in open-source hardware initiatives.</li><li>The Semiconductor Industry Association director points to a 'semiconductor paradox' that suggests a significant chip boom is on the horizon despite current market challenges.</li></ul>

Nokia is set to enhance its base stations by integrating Nvidia GPUs, aiming to advance AI-driven radio access networks and support 6G technology development.Arm, AMD, and Nvidia have joined the Open Compute Project board, while AWS's absence raises questions about its future involvement in open-source hardware initiatives.The Semiconductor Industry Association director points to a 'semiconductor paradox' that suggests a significant chip boom is on the horizon despite current market challenges.

Tech Supply Chain Tracker (31-Oct-2025): Nokia to integrate Nvidia GPUs for AI and 6G.

South Korea

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

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SK Hynix (000660 KS)

Tech Supply Chain Tracker (28-Feb-2025): Jan 2025 notebook shipment update

January 2025 notebook shipment update; Dassault Systèmes CEO comments on European automakers, SK Hynix achieves 70% yield in HBM4 testing, China's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Feb-2025): TSMC tightens restrictions on Chinese IC firms.

TSMC restricts Chinese IC firms, Estonia looks to collaborate with Taiwan on drones, ASE deals with leadership uncertainty, Taiwan's software...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Dec-2024): Merck opens new materials center in Japan.

Merck to build advanced materials center in Japan, global smartphone market to grow in 3Q 2024, US gov't releases supply chain review, SK Hynix...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Dec-2024): Apple Intelligence targets China despite Baidu challenges

Apple's Intelligence service plans China launch but faces hurdles, NXP may invest big in Karnataka, global notebook shipment forecasted for 2025,...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (31-Oct-2025): Nokia to integrate Nvidia GPUs for AI and 6G.

Nokia will use Nvidia GPUs for AI-driven networks, while Arm, AMD, and Nvidia join the OCP board; a chip boom looms, and Meta eyes AI glasses...

Tech Supply Chain Tracker

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