Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>Meta has delayed the launch of Llama's successor and is now focusing on a closed-source AI model.</li><li>Nvidia reported no significant findings in the investigation concerning the alleged smuggling of DeepSeek GPUs.</li><li>India is upgrading its public sector chip fabrication to evaluate the potential for government-led semiconductor production.</li></ul>

Meta has delayed the launch of Llama's successor and is now focusing on a closed-source AI model.Nvidia reported no significant findings in the investigation concerning the alleged smuggling of DeepSeek GPUs.India is upgrading its public sector chip fabrication to evaluate the potential for government-led semiconductor production.

Tech Supply Chain Tracker (12-Dec-2025): Meta postpones Llama successor, opts for

<ul>
<li>Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.</li>
<li>Chroma has appointed I-Shih Tseng as CEO to enhance governance and operational efficiency.</li>
<li>Transcend expects memory supply constraints to persist for the next 3-5 months amid market instability.</li>
</ul>


Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.
Chroma has appointed I-Shih Tseng as CEO to enhance governance and operational efficiency.
Transcend expects memory supply constraints to persist for the next 3-5 months amid market instability.


Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and

<ul><li>Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.</li><li>Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.</li><li>The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.</li></ul>

Horizon Robotics is at the forefront of China's advancements in autonomous driving technology, indicating a significant shift in the automotive industry.Foxtron's acquisition plans for Luxgen have raised concerns among investors, highlighting potential instability in the electric vehicle market.The ASEAN region is experiencing a surge in global semiconductor IDM investments, reflecting a growing focus on technology development and manufacturing capabilities.

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

<ul><li>By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.</li><li>Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.</li><li>Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.</li></ul>

By Q4 2025, Taiwan's wafer foundry industry will see advancements, driven by Foxconn's partnership with OpenAI.Anthropic is targeting profitability by 2028, while OpenAI could incur losses of up to $74 billion in the same timeframe.Toyota plans significant US expansion in the automotive sector, while Samsung Display starts mass production of OLEDoS displays.

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

<ul>
<li>In Q4 2025, the global server market sees significant changes with E Ink and C3 launching Pixel Paper Labs in Sri Lanka.</li>
<li>China's rare earth export controls are tightening, leading to major hiring initiatives that impact global supply chains.</li>
<li>Nintendo's FY25 forecast improves due to strong Switch 2 sales, while Tesla faces challenges in India due to high import duties.</li>
</ul>


In Q4 2025, the global server market sees significant changes with E Ink and C3 launching Pixel Paper Labs in Sri Lanka.
China's rare earth export controls are tightening, leading to major hiring initiatives that impact global supply chains.
Nintendo's FY25 forecast improves due to strong Switch 2 sales, while Tesla faces challenges in India due to high import duties.


Tech Supply Chain Tracker (07-Nov-2025): Global Server Market Forecast, Q4 2025

Tech Supply Chain Tracker
Tracking developments across tech supply chains
• Tech Supply Chain Tracker

Tech Supply Chain Tracker (12-Dec-2025): Meta postpones Llama successor, opts for

Meta delays Llama's successor for a closed-source model, Nvidia clears smuggling allegations, India upgrades chip fabrication, EU reduces Intel's...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and

Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.Chroma has appointed I-Shih Tseng as CEO to enhance...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (21-Nov-2025): Horizon Robotics drives China's autonomous

Horizon Robotics advances China's autonomous driving, Foxtron's Luxgen deal raises concerns, Wistron and Pegatron support Health2Sync, while BOE...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (14-Nov-2025): Taiwan wafer foundry outlook for Q4 2025.

By Q4 2025, Taiwan's wafer foundry industry will advance with Foxconn and OpenAI's collaboration, while Anthropic targets profitability by 2028...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (07-Nov-2025): Global Server Market Forecast, Q4 2025

In Q4 2025, the global server market sees E Ink's Pixel Paper Labs launch, China's rare earth export controls, Nintendo's FY25 forecast improves...

Tech Supply Chain Tracker