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TDK Corporation (6762.T) is a Japanese electronics conglomerate and the world's largest producer of ferrite cores.
Group exposure score is 69 including 2 tracked subsidiary — standalone is 71.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Apple's own newsroom names TDK as a longtime supplier joining Apple's American Manufacturing Program, to manufacture TMR (tunnel magnetoresistance) sensors — used for iPhone camera stabilization — at a new US facility for the first time; part of a $400M program spanning four new partners (TDK, Bosch, Cirrus Logic, Qnity Electronics) through 2030. Apple discloses no volume or revenue-share figure specific to TDK. TDK's own press release on the same announcement (tdk.com/en/news_center/press/20260327_01.html) returns HTTP 403 to this VPS and was not independently re-fetched this pass.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 984 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
TDK signed a memorandum of agreement with Siemens Gamesa (Japan METI public-private framework) to supply permanent magnets for wind turbines, part of Siemens Gamesa's diversification away from Chinese rare-earth magnet supply. No volume or share-of-magnet-spend disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇨🇳 CN accounts for 56% of severity-weighted pressure.