Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

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Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<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.

<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>Trump administration wants TSMC to partner with Intel to strengthen US ties, potentially impacting global server market.</li><li>WNC to unveil new 5G and AI connectivity solutions at MWC 2025 Barcelona, boosting industry innovation and technology.</li><li>Vivo aims for 30% sales growth in Taiwan by 2025 with V50 launch, while Tata plans to sign 10 MoUs in semiconductor sector.</li></ul>

Trump administration wants TSMC to partner with Intel to strengthen US ties, potentially impacting global server market.WNC to unveil new 5G and AI connectivity solutions at MWC 2025 Barcelona, boosting industry innovation and technology.Vivo aims for 30% sales growth in Taiwan by 2025 with V50 launch, while Tata plans to sign 10 MoUs in semiconductor sector.

Tech Supply Chain Tracker (27-Feb-2025): Trump pressures TSMC to partner with Intel for US ties.

<ul><li>Global EV sales in 2024 were strong, with forecasts for 2025 looking promising as well, showcasing the growth of the electric vehicle market.</li><li>Asus and Gigabyte secure large AI server orders from Nvidia, highlighting efforts to boost US manufacturing and strengthen partnerships in the tech industry.</li><li>iPhone 16e price hints at a move away from the budget market, indicating a potential shift in Apple's pricing strategy for future phone releases.</li></ul>

Global EV sales in 2024 were strong, with forecasts for 2025 looking promising as well, showcasing the growth of the electric vehicle market.Asus and Gigabyte secure large AI server orders from Nvidia, highlighting efforts to boost US manufacturing and strengthen partnerships in the tech industry.iPhone 16e price hints at a move away from the budget market, indicating a potential shift in Apple's pricing strategy for future phone releases.

Tech Supply Chain Tracker (25-Feb-2025): Global EV sales: 2024 review, 2025 forecast

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.

Taiwan Semiconductor (TSMC) - ADR (TSM US)

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Taiwan Semiconductor (TSMC) - ADR (TSM US)

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

DeepSeek influencing chip demand, Tesla considering Tata for EV components, Tim Cook in China for supply chain collaboration, TSMC denies Intel...

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 (27-Feb-2025): Trump pressures TSMC to partner with Intel for US ties.

Trump administration seeks closer ties between TSMC and Intel, the global server market outlook for 2025, WNC to unveil new 5G and AI solutions at...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (25-Feb-2025): Global EV sales: 2024 review, 2025 forecast

Global EV sales review for 2024 with 2025 forecasts, Asus and Gigabyte secure big AI server orders, iPhone 16e price hints at move from budget...

Tech Supply Chain Tracker

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