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