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>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>Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.</li><li>Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.</li><li>SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.</li></ul>

Top Chinese cloud platforms are supporting DeepSeek as AI changes the landscape of cloud intelligence.Meta and Google are pushing forward with smart glasses development, overcoming obstacles in the Asian supply chain.SiPh progress is exceeding TSMC's expectations, heating up the optical communication CPO market earlier than anticipated.

Tech Supply Chain Tracker (07-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

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>HTC and VIA are focusing on niche markets and expanding technological capabilities to stay relevant, while Japanese toolmakers turn to AI amid China market uncertainty.</li><li>Nvidia CEO highlights strategic partnership with China's robotics unicorns, as Acer expands into lifestyle products with Acerpure line.</li><li>Singapore and Malaysia remain optimistic despite US AI chip restrictions, while India's local EMS and semiconductor industries show growth in the technology sector.</li></ul>

HTC and VIA are focusing on niche markets and expanding technological capabilities to stay relevant, while Japanese toolmakers turn to AI amid China market uncertainty.Nvidia CEO highlights strategic partnership with China's robotics unicorns, as Acer expands into lifestyle products with Acerpure line.Singapore and Malaysia remain optimistic despite US AI chip restrictions, while India's local EMS and semiconductor industries show growth in the technology sector.

Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?

Taiwan

Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs.  The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips.  Taiwan Semiconductor is an affiliate of Philips Electronics N.V.

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

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TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

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 (07-Feb-2025): Chinese cloud giants support DeepSeek as AI revolutionizes cloud.

Top Chinese cloud platforms support DeepSeek AI as it shapes cloud intelligence landscape, while Meta and Google push smart glasses forward despite...

Tech Supply Chain Tracker

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 (25-Jan-2025): HTC and VIA's future?

HTC, VIA, and Asian tech companies are expanding into niche markets and embracing new technologies to remain competitive, while Samsung faces...

Tech Supply Chain Tracker

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