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>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>By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.</li><li>Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.</li><li>Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.</li></ul>

By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

<ul>
<li>China's public sector units are experiencing significant technological advancements, particularly in AI chip performance through innovative methods like hybrid bonding and e-beam metrology.</li>
<li>The relocation of Semicon West has resulted in a notable increase in attendance, showcasing the growing interest and investment in the US semiconductor industry.</li>
<li>Beijing is intensifying its tech regulations, particularly concerning rare earth materials, while a Taiwanese drone manufacturer seeks to disrupt DJI's market position with a substantial military contract.</li>
</ul>


China's public sector units are experiencing significant technological advancements, particularly in AI chip performance through innovative methods like hybrid bonding and e-beam metrology.
The relocation of Semicon West has resulted in a notable increase in attendance, showcasing the growing interest and investment in the US semiconductor industry.
Beijing is intensifying its tech regulations, particularly concerning rare earth materials, while a Taiwanese drone manufacturer seeks to disrupt DJI's market position with a substantial military contract.


Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

<ul><li>Taiwan's economic minister confirmed the ongoing investigation into the TSMC leak, which may affect Japan relations.</li><li>Apple's new vapor chamber design is expected to enable the creation of ultra-thin iPhones and wearables in the market.</li><li>The wafer foundry industry in Taiwan is anticipated to see significant growth by Q3 2025, driven by advancements in technology.</li></ul>

Taiwan's economic minister confirmed the ongoing investigation into the TSMC leak, which may affect Japan relations.Apple's new vapor chamber design is expected to enable the creation of ultra-thin iPhones and wearables in the market.The wafer foundry industry in Taiwan is anticipated to see significant growth by Q3 2025, driven by advancements in technology.

Tech Supply Chain Tracker (12-Sep-2025): TSMC leak probe will continue amid Japan

<ul><li>Walmart's electronic shelf label shipments are growing significantly, reflecting a shift in retail technology.</li><li>Sony aims for all suppliers to use 100% renewable energy by 2031, highlighting a commitment to sustainability.</li><li>The Tech Forum 2025 predicts AI and semiconductor convergence will boost the global market to $2 trillion by 2040.</li></ul>

Walmart's electronic shelf label shipments are growing significantly, reflecting a shift in retail technology.Sony aims for all suppliers to use 100% renewable energy by 2031, highlighting a commitment to sustainability.The Tech Forum 2025 predicts AI and semiconductor convergence will boost the global market to $2 trillion by 2040.

Tech Supply Chain Tracker (05-Sep-2025): Walmart sees record growth in electronic shelf

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)

TSMC (Taiwan Semiconductor Manufacturing)

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TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

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 (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

By Q4 2025, Taiwan's wafer foundry industry will advance with Foxconn and OpenAI's collaboration, while Anthropic targets profitability by 2028...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

Key tech developments in China include AI chip advancements by Applied Materials, rising US chip investments, OpenAI's popular Sora app, stricter...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (12-Sep-2025): TSMC leak probe will continue amid Japan

Taiwan's TSMC leak investigation continues amid Japan relations concerns, while Apple's vapor chamber design, AI growth, and Momo's revenue rise...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Sep-2025): Walmart sees record growth in electronic shelf

Walmart's electronic shelf label growth, Sony's renewable energy push, and Tech Forum 2025's AI and semiconductor convergence highlight key trends...

Tech Supply Chain Tracker

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