Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>A new Chinese AI service startup emerges, while Samsung Electro-Mechanics is set to supply MLCCs to a major aerospace firm.</li><li>Intel's Xeon 6 CPU has been integrated into Nvidia's DGX Rubin, enhancing AI inference capabilities significantly.</li><li>The foldable phone market is expected to grow to 30 million shipments by 2026, especially with Apple's upcoming entry.</li></ul>

A new Chinese AI service startup emerges, while Samsung Electro-Mechanics is set to supply MLCCs to a major aerospace firm.Intel's Xeon 6 CPU has been integrated into Nvidia's DGX Rubin, enhancing AI inference capabilities significantly.The foldable phone market is expected to grow to 30 million shipments by 2026, especially with Apple's upcoming entry.

Tech Supply Chain Tracker (20-Mar-2026): Analysis of a new Chinese AI startup.

Equity Bottom-Up

Samsung Electro Mechanics Co, Ltd. / Equity Bottom-Up

Samsung Electro Mechanics Co, Ltd. (009150 KS)

<ul><li>Huawei Ascend 910C hits 40% yield, proving profitable and surpassing industry standards at 60% in the near future.</li><li>Semco decides to close Kunshan plant and leave the smartphone HDI market, indicating a shift in business strategy and focus.</li><li>Japanese government seeks US tariff exemption for Rapidus' 2nm chips, signaling potential economic collaboration between countries. Nikola's struggles highlight financial and supply chain hurdles faced by EV startups.</li></ul>

Huawei Ascend 910C hits 40% yield, proving profitable and surpassing industry standards at 60% in the near future.Semco decides to close Kunshan plant and leave the smartphone HDI market, indicating a shift in business strategy and focus.Japanese government seeks US tariff exemption for Rapidus' 2nm chips, signaling potential economic collaboration between countries. Nikola's struggles highlight financial and supply chain hurdles faced by EV startups.

Tech Supply Chain Tracker (26-Feb-2025): Huawei Ascend 910C hits high yield, aims for 60% profit.

<ul><li>Taiwan cable cut near China raises concerns about geopolitical tensions and gray zone tactics in the region.</li><li>Samsung Electro-Mechanics and SoulBrain's collaboration on advanced glass substrates aims for mass production by 2027.</li><li>India drives semiconductor aspirations with GaN and SiC technology, showcasing its commitment to technological advancements in the industry.</li></ul>

Taiwan cable cut near China raises concerns about geopolitical tensions and gray zone tactics in the region.Samsung Electro-Mechanics and SoulBrain's collaboration on advanced glass substrates aims for mass production by 2027.India drives semiconductor aspirations with GaN and SiC technology, showcasing its commitment to technological advancements in the industry.

Tech Supply Chain Tracker (23-Jan-2025): Taiwan cable cut raises concerns.

<ul><li>Smart mobility is driving up demand for parking spaces, raising concerns about the availability and sustainability of parking infrastructure in urban areas.</li><li>Silverstone's high-tech innovations are extending beyond the racing industry, impacting various sectors with its advancements and technological breakthroughs.</li><li>Challenges faced by generative AI, including limited data, resource constraints, and material shortages like copper, are causing bottlenecks in the development and adoption of this technology.</li></ul>

Smart mobility is driving up demand for parking spaces, raising concerns about the availability and sustainability of parking infrastructure in urban areas.Silverstone's high-tech innovations are extending beyond the racing industry, impacting various sectors with its advancements and technological breakthroughs.Challenges faced by generative AI, including limited data, resource constraints, and material shortages like copper, are causing bottlenecks in the development and adoption of this technology.

Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.

South Korea

Samsung Electro-Mechanics Co., Ltd. manufactures a variety of electronic components used in computers, audio and video products, industrial electronics, and telecommunication equipment. The Company's products include multi-layer boards and capacitors, optical Pick Ups, deflection yokes (DY), keyboards, speakers, and light emitting diode (LED) products.

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Samsung Electro Mechanics Co, Ltd. (009150 KS)

Tech Supply Chain Tracker (20-Mar-2026): Analysis of a new Chinese AI startup.

A new Chinese AI startup emerges, Samsung supplies MLCCs to aerospace, Intel's Xeon 6 boosts Nvidia's AI, foldable phone shipments soar, and Taipei...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (26-Feb-2025): Huawei Ascend 910C hits high yield, aims for 60% profit.

Huawei Ascend 910C hits 40% yield, profitable with goal for 60%, Semco leaves smartphone HDI market, Japan seeks tariff exemption for Rapidus 2nm...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (23-Jan-2025): Taiwan cable cut raises concerns.

Taiwan submarine cable cut near China raises concerns about gray zone tactics, while Samsung Electro-Mechanics and SoulBrain collaborate on...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Nov-2024): Smart mobility impacts parking.

Smart mobility raises concerns about parking infrastructure, Silverstone drives innovation across industries, generative AI faces challenges,...

Tech Supply Chain Tracker

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