Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

PChome Online Inc is a Chinese language Internet media company.  The Company offers e-commerce, advertisement, portal service, digital content, Internet access, andInternet community service.

<ul><li>DeepSeek app revolutionizes smart vehicles with advanced technology for a seamless driving experience and enhanced safety features.</li><li>Primarius enhances EDA consolidation in China through the acquisition of Actt, accelerating innovation and growth in the semiconductor industry.</li><li>SMIC experiences record revenue growth in 2024, but sees a 23% decline in profit, highlighting the challenges faced by the company in a competitive market. Trend Micro warns of AI security risks and 'grandma prompt' threat at the AI Expo 2025. Uni-President Group strengthens e-commerce presence through strategic acquisitions and investments in Yahoo Taiwan and PChome Online.</li></ul>

DeepSeek app revolutionizes smart vehicles with advanced technology for a seamless driving experience and enhanced safety features.Primarius enhances EDA consolidation in China through the acquisition of Actt, accelerating innovation and growth in the semiconductor industry.SMIC experiences record revenue growth in 2024, but sees a 23% decline in profit, highlighting the challenges faced by the company in a competitive market. Trend Micro warns of AI security risks and 'grandma prompt' threat at the AI Expo 2025. Uni-President Group strengthens e-commerce presence through strategic acquisitions and investments in Yahoo Taiwan and PChome Online.

Tech Supply Chain Tracker (29-Mar-2025): Smart cars use DeepSeek apps.

Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.

<ul><li>US and China are fiercely competing in the development of humanoid robots, with China's DeepSeek V3 setting new standards in AI technology on Apple's Mac Studio.</li><li>A Dell executive cautions against the hype surrounding AI, emphasizing the critical need for a strategic approach and proposing a two-question reality check at the AI EXPO 2025.</li><li>Vietnam responds to US trade surplus and tariff concerns by reducing tariffs and approving StarLink, showcasing the country's efforts to address economic challenges.</li></ul>

US and China are fiercely competing in the development of humanoid robots, with China's DeepSeek V3 setting new standards in AI technology on Apple's Mac Studio.A Dell executive cautions against the hype surrounding AI, emphasizing the critical need for a strategic approach and proposing a two-question reality check at the AI EXPO 2025.Vietnam responds to US trade surplus and tariff concerns by reducing tariffs and approving StarLink, showcasing the country's efforts to address economic challenges.

Tech Supply Chain Tracker (28-Mar-2025): US and China in robotic race.

MITSUBISHI MOTORS CORPORATION develops and manufactures passenger cars and its related parts.  The Company has production facilities in Japan, the US, and Thailand.  Mitsubishi Motors Corp provides vehicle-related financing and leasing service through its subsidiary.

<ul><li>Foxconn is exploring a potential partnership with Mitsubishi Motors to expand into markets in ASEAN and Oceania regions.</li><li>Experts from Taiwan and the US are discussing cutting-edge advancements in AI at the AI Expo 2025.</li><li>Foxconn is revolutionizing traditional manufacturing methods with their innovative approach, as highlighted in a SEMI Country excerpt.</li></ul>

Foxconn is exploring a potential partnership with Mitsubishi Motors to expand into markets in ASEAN and Oceania regions.Experts from Taiwan and the US are discussing cutting-edge advancements in AI at the AI Expo 2025.Foxconn is revolutionizing traditional manufacturing methods with their innovative approach, as highlighted in a SEMI Country excerpt.

Tech Supply Chain Tracker (27-Mar-2025): Foxconn considers Mitsubishi partnership, ASEAN/Oceania expansion.

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

<ul><li>DeepSeek is participating in a China-US AI competition, showcasing their innovative technology and competing on an international stage.</li><li>The China chip sector is rebounding at SEMICON China, with a focus on AI technology to drive growth and progress in the industry.</li><li>Samsung Electronics co-CEO Jong-Hee Han tragically passes away, while Hyundai makes a significant $21B investment in US production, supply chain, and future mobility. The EU is investigating Chinese subsidies for BYD's $4.3B Hungary EV plant.</li></ul>

DeepSeek is participating in a China-US AI competition, showcasing their innovative technology and competing on an international stage.The China chip sector is rebounding at SEMICON China, with a focus on AI technology to drive growth and progress in the industry.Samsung Electronics co-CEO Jong-Hee Han tragically passes away, while Hyundai makes a significant $21B investment in US production, supply chain, and future mobility. The EU is investigating Chinese subsidies for BYD's $4.3B Hungary EV plant.

Tech Supply Chain Tracker (26-Mar-2025): DeepSeek in China-US AI comp.

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

<ul><li>DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.</li><li>Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.</li><li>Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.</li></ul>

DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

Tech Supply Chain Tracker