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What they make, where they produce, the materials that matter — then what is coming, what it would do to the business, and the moves available. Sector: electronics. Company profile →
Toshiba TEC Corporation (TSE: 6588) is a Japanese maker of retail and workplace hardware, and a subsidiary of Toshiba Corporation. It reports two business segments — Retail Solutions and Workplace Solutions — and presents five product lines: "Retail Solutions" (point-of-sale systems and registers), "MFP Solutions" (the e-STUDIO multifunction printer range), "Barcode/Label Solutions" (desktop and industrial label and barcode printers plus their consumables), "ODM Solutions", and "Inkjet Head Solutions", the component business that supplies industrial inkjet printheads. Its end markets are retail, office, and logistics/manufacturing.
Verbatim from the dossier's “What they do” section — sources on the company profile.
No production footprint is recorded in its dossier yet — its HQ country is 🇯🇵 Japan, a registration fact, not a production or sales claim. We say so rather than guess.
Of everything in its products, we track the critical inputs — the materials whose supply is concentrated in few countries, policy-exposed, or hard to substitute — because those are the ones a single measure can move. Each carries its role in the product, quoted from the dossier's own exposure note.
Silicon — structural component, across every product line. All five lines are semiconductor products: POS terminals and MFPs are embedded computers with controller SoCs and memory, and the Inkjet Head business sells printheads whose drive and nozzle structures are silicon microfabrication, not assembly of bought-in modules. This is the exposure that reaches the whole company rather than one segm…
The dossier also records the materials it investigated and rejected — the list above is narrowed deliberately, not cherry-picked. Its own words:
Scope. The non-critical remainder of the bill of materials — structural steel, polymers, glass and the like — is not tracked here because it is not supply-constrained: this section covers the constrained inputs, which is where policy risk concentrates, not a full bill of materials.
The top 3 are ranked mechanically — what the instrument does (its transmission class: an export ban is not a reporting duty), × how close to law (stage-derived likelihood band, never a probability) × how much of your tracked bill of materials it touches. Each unfolds as a chain: trigger → what it hits → the response the instrument actually calls for. A measure touching a material you produce can be an opportunity, not a threat.
TZ · stage awaiting-signature → high likelihood · touches silicon · flagged 28 Jun 2026, 99d pending
The same Finance Bill 2026/27 already tabled (Parliament-passed 23 June 2026, effective 1 July 2026) inserts a NEW export levy of "10% of the FOB value of the cargo OR TZS 200 per kilogram, whichever is higher" on exports of quartz minerals (HS 25. 06) and feldspar (HS 2529. 10. 00) via amendment to the Export Tax Act, Cap. 196 — a distinct beneficiation-forcing EXPORT-TAX instrument that pushes raw quartz/feldspar exporters toward in-country value-addition. 196), and neither existing entry mentions it; (2) material-relevant — quartz HS 25. 06 covers high-purity/silica quartz feeding the silicon→semiconductor/solar value chain, so a Tanzanian export tax re-prices a raw-silica supply node; the same "rocks to riches" beneficiation logic Tanzania applies elsewhere; (3) part of the wider African raw-mineral-export-tax wave (cf. Zimbabwe 10% lithium-concentrate levy, Namibia unprocessed-mineral ban, Guinea bauxite reference price).
source ↗Silicon — structural component, across every product line. All five lines are semiconductor products: POS terminals and MFPs are embedded computers with controller SoCs and memory, and the Inkjet Head business sells printheads whose drive and nozzle structures are silicon microfabrication, not assembly of bought-in modules. This is the exposure that reaches the whole company rather than one segm…
This changes the form of what TZ exports, not whether you can buy: raw/unprocessed exports are restricted while domestically processed material stays available — that is the measure's own mechanism. Your TZ-origin raw feed becomes processed-only; the route is a value-added purchase or a TZ processing partner, not a supplier switch.
Secondary — only if you need to avoid TZ entirely: silicon supply outside TZ is 🇨🇳 CN 86%, 🇧🇷 BR 3.9%, 🇳🇴 NO 2.8% (shares renormalised after removing TZ).
EU · stage awaiting-signature → high likelihood · touches silicon · flagged 15 Jun 2026, 112d pending
Establishes the first legally binding "safe level" benchmark for EU strategic stocks of each of the 17 strategic raw materials listed in the CRMA Annex I; benchmarks used as reference by Member States, financial institutions, and industrial consumers to assess strategic supply risk; mandated every 2 years, so this is the first edition setting the baseline; informs CRMA Art. 23 monitoring obligations and is the evidential basis for Art. 24 corporate-reporting thresholds
source ↗Silicon — structural component, across every product line. All five lines are semiconductor products: POS terminals and MFPs are embedded computers with controller SoCs and memory, and the Inkjet Head business sells printheads whose drive and nozzle structures are silicon microfabrication, not assembly of bought-in modules. This is the exposure that reaches the whole company rather than one segm…
This is a reporting / disclosure obligation — it does not prohibit importing from anywhere, so there is no supplier to switch and we list none. What you must do is what the measure's own text above describes: map the supply chain it covers, run the audit, and file. Its text states no filing deadline — we don't invent one.
Mapping your supply chain is exactly the work this obligation requires — your MacroLens exposure report is that map's starting point.
EU · stage in-consultation → moderate likelihood · touches silicon · flagged 15 Jun 2026, 112d pending
Second wave of CRMA Art. 14 strategic projects (drawn from 160+ applications: 95 EU-domestic + 66 third-country including 40 from strategic-partnership countries) gains fast-track permitting (27-month EU cap, 15-month Member State cap), EIB/EBRD financing-hub priority, and off-taker certainty; 75 battery-value-chain projects + 21 REE-for-permanent-magnets in pool; widens the EU's 2030 extraction/processing benchmarks pipeline beyond the first 60 projects
source ↗Silicon — structural component, across every product line. All five lines are semiconductor products: POS terminals and MFPs are embedded computers with controller SoCs and memory, and the Inkjet Head business sells printheads whose drive and nozzle structures are silicon microfabrication, not assembly of bought-in modules. This is the exposure that reaches the whole company rather than one segm…
This is support, not a threat — it funds, fast-tracks or relaxes rather than restricts. If you have operations, projects or purchases inside its scope, check your eligibility against the measure's own text above.
1 of 18 filed an explicit in-force stage; the rest (flagged below) default from an absent stage: field, not a filed assertion. Each links to the register entry with its primary source.
For a material it buys, a restriction tightens supply and raises input cost — a headwind. Scores are footprint-adjusted and buyer-relative (0–100, higher = more exposed).
Its sector (electronics) has no downstream edges in our supply-chain adjacency graph — no downstream signal in the register.
For each bought material: the ex-controller producers a procurement team can actually reach, from the alternatives map (derived 2026-10-05), viability-gated — each name carries its deployment status (with the verbatim dossier phrase it rests on), a capture check against the measure being escaped, and any contracted-capacity evidence. Deployable-now names sort first; a developer with zero tonnes is shown demoted, never dressed up as a switch you can make today. Tradability is inherited from the listing layer, never guessed.
No deployment evidence in our corpus for the names below. Treat them as a research bench, not a switch you can make today.
lib/policy-transmission.ts): an export prohibition in the measure's name/text → supply restriction; a raw/unprocessed-export limit or local-processing mandate → beneficiation (form change, not unavailability); reporting/disclosure/due-diligence language → compliance obligation; tariff/trade-remedy language → import cost; subsidy/fast-track/relaxation language → support; investment-screening/M&A language → investment control. When the text carries no signal we fall back to the action-type default and label the chip inferred; when neither exists the card says so and derives no response — we never assert a class the evidence doesn't support.lib/iptm-material-country-production.ts; mining stage preferred, refining as fallback — the stage and source year are in each figure's hover text). Ex-issuer supply removes the ISSUING country and renormalises the remaining listed shares (so they sum to 100% of what's left) — alternatives to the country making the rule, never a default ex-China list. Where the issuer holds no measurable share, the card says so plainly instead of implying supply loss.lib/alternative-viability.ts): each named alternative carries a deployment status — operating / ramping / restarting / development / unknown — derived from word-boundary signal phrases in its own dossier (“operating since 1896”, “restarting the … mine”, “FID taken”), and the verbatim matched phrase is shown as the basis so the claim is auditable; a dossier with no signal stays unknown, never guessed. Any evidenced production date is quoted verbatim (“first production targeted H2 2029” → “no tonnes before 2029”) — we never synthesize one. A measure whose own text claims extraterritorial / re-export / de-minimis / foreign-direct-product / percentage-of-value scope triggers the origin-switching warning above the list: such a rule follows the material, not the seller, so a foreign-made alternative can still be captured. Same-issuer register actions targeting an alternative's country and material mark it may be captured, with the entries linked. “Capacity partly committed” lines quote the dossier verbatim — we hold no structured free-capacity numbers and never imply a utilisation figure.How MacroLens tracks this for you. The policy register files new measures daily and this page recomputes from it — the same chokepoints are monitored live on the watchlist and in the full register.