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>Hyundai chief partners with Samsung and Hanwha in US tariff push, showing collaboration between major companies to address trade issues.</li><li>Arm CEO considers in-house chip production, signaling a strategic shift for the company towards more control over its manufacturing process.</li><li>BOE secures half of Apple's MacBook screen orders, displacing LG Display, showcasing the competitiveness in the display market.</li></ul>

Hyundai chief partners with Samsung and Hanwha in US tariff push, showing collaboration between major companies to address trade issues.Arm CEO considers in-house chip production, signaling a strategic shift for the company towards more control over its manufacturing process.BOE secures half of Apple's MacBook screen orders, displacing LG Display, showcasing the competitiveness in the display market.

Tech Supply Chain Tracker (01-Aug-2025): Hyundai chief joins Samsung, Hanwha in US tariff blitz.

Thematic (Sector/Industry)

<ul><li>Hyundai showcased innovative self-driving technology at CES 2026, collaborating with Nvidia.</li><li>Qualcomm is in talks with Samsung to produce next-generation 2nm chips for advanced applications.</li><li>Humanoid robots are anticipated to launch commercially in 2026, highlighting advancements in AI efficiency.</li></ul>

Hyundai showcased innovative self-driving technology at CES 2026, collaborating with Nvidia.Qualcomm is in talks with Samsung to produce next-generation 2nm chips for advanced applications.Humanoid robots are anticipated to launch commercially in 2026, highlighting advancements in AI efficiency.

Tech Supply Chain Tracker (09-Jan-2026): Hyundai and Nvidia showcase next-gen self-driving

<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)

<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.

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 (01-Aug-2025): Hyundai chief joins Samsung, Hanwha in US tariff blitz.

Hyundai, Samsung, and Hanwha team up on US tariffs. Arm CEO looks at making own chips. BOE wins Apple MacBook screen orders. MediaTek surpasses Q2...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (09-Jan-2026): Hyundai and Nvidia showcase next-gen self-driving

At CES 2026, Hyundai showcased self-driving tech with Nvidia, Qualcomm pursued 2nm chip deals with Samsung, and humanoid robots are set to debut...

Tech Supply Chain Tracker

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

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