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

343 Views10 Oct 2025 09:42

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SUMMARY

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.

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