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>Tesla has strengthened ties with Baidu amid the US-Sino tech crossfire, showcasing the complex dynamics between the two countries.</li><li>China achieves a breakthrough in semiconductor technology with EUV, while lawmakers propose anonymous semiconductor purchases to secure the industry.</li><li>VCI Global's plan to establish India's first semiconductor wire plant in Chennai marks a significant milestone for the tech industry in the country, with Alibaba's Tongyi Qianwen aiming to revolutionize China's AI.</li></ul>

Tesla has strengthened ties with Baidu amid the US-Sino tech crossfire, showcasing the complex dynamics between the two countries.China achieves a breakthrough in semiconductor technology with EUV, while lawmakers propose anonymous semiconductor purchases to secure the industry.VCI Global's plan to establish India's first semiconductor wire plant in Chennai marks a significant milestone for the tech industry in the country, with Alibaba's Tongyi Qianwen aiming to revolutionize China's AI.

Tech Supply Chain Tracker (18-Mar-2025): Tesla strengthens ties with Baidu amid US-China tech tensions.

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>By 2025, AI server to be developed by Intel for BBU and Taiwanese players, aiming to enhance performance and innovation in the market.</li><li>Nvidia visits Samsung amidst supply uncertainty of HBM3E, highlighting the importance of partner collaboration in the semiconductor industry.</li><li>Intel's unveiling of Panther Lake, powered by 18A core ultra chips, signals a new era of technology advancement in the company's product lineup.</li></ul>

By 2025, AI server to be developed by Intel for BBU and Taiwanese players, aiming to enhance performance and innovation in the market.Nvidia visits Samsung amidst supply uncertainty of HBM3E, highlighting the importance of partner collaboration in the semiconductor industry.Intel's unveiling of Panther Lake, powered by 18A core ultra chips, signals a new era of technology advancement in the company's product lineup.

Tech Supply Chain Tracker (14-Mar-2025): AI server BBU, Taiwan players, 2025.

<ul><li>Semiconductor industry set to see significant growth by 2025 due to technology advancements and global demand for electronic devices.</li><li>TSMC proposes joint venture with Intel's foundry division, showcasing industry collaboration for mutual benefit and innovation.</li><li>Huawei takes action against recruitment fraud, penalizing 72 employees, while Altera CEO highlights FPGA advantages over ASIC in AI technology.</li></ul>

Semiconductor industry set to see significant growth by 2025 due to technology advancements and global demand for electronic devices.TSMC proposes joint venture with Intel's foundry division, showcasing industry collaboration for mutual benefit and innovation.Huawei takes action against recruitment fraud, penalizing 72 employees, while Altera CEO highlights FPGA advantages over ASIC in AI technology.

Tech Supply Chain Tracker (13-Mar-2025): Semiconductor industry forecast for 2025.

<ul><li>Global smartphone market expected to see substantial growth in 4th quarter of 2024, indicating a positive trend for the industry.</li><li>TSMC experiences a drop in revenue in Q1, as AI sector continues to expand and company addresses discrimination allegations.</li><li>AMD CEO recognizes value of open-source technology in DeepSeek, while HP announces plans to reduce workforce by cutting 2,000 jobs, reflecting industry challenges.</li></ul>

Global smartphone market expected to see substantial growth in 4th quarter of 2024, indicating a positive trend for the industry.TSMC experiences a drop in revenue in Q1, as AI sector continues to expand and company addresses discrimination allegations.AMD CEO recognizes value of open-source technology in DeepSeek, while HP announces plans to reduce workforce by cutting 2,000 jobs, reflecting industry challenges.

Tech Supply Chain Tracker (11-Mar-2025): Global smartphones in 4Q 2024

<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

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 (18-Mar-2025): Tesla strengthens ties with Baidu amid US-China tech tensions.

Weekly news roundup: Tesla strengthens ties with Baidu amid US-Sino tech tensions, China makes EUV breakthrough in semiconductors, lawmakers...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Mar-2025): AI server BBU, Taiwan players, 2025.

AI server for BBU and Taiwanese players by 2025, Nvidia visits Samsung for HBM3E supply, Intel reveals new Panther Lake chips, and considers...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Mar-2025): Semiconductor industry forecast for 2025.

The semiconductor industry is set to soar by 2025, TSMC proposes joint venture with Intel, Huawei penalizes employees for fraud, Altera CEO...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (11-Mar-2025): Global smartphones in 4Q 2024

4th quarter of 2024 brings growth in global smartphone market, TSMC revenue drops, AI thrives, AMD CEO values DeepSeek, HP to cut jobs, Taiwanese...

Tech Supply Chain Tracker

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

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