CONNECT WITH US
NEWS TAGGED GEOWATCH
Thursday 4 September 2025
China's SiC substrate industry faces setback, seeks strategic pivot
In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...
Wednesday 3 September 2025
Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...
Wednesday 3 September 2025
TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives
TSMC has surpassed Intel in the number of US patent applications for silicon photonics (SiPh), a crucial optoelectronic integration technology essential for artificial intelligence...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Wednesday 3 September 2025
Yageo receives Japanese approval to acquire Shibaura Electronics after national security review
Taiwan-based Yageo has secured approval from Japanese foreign direct investment (FDI) authorities to acquire Shibaura Electronics, following an extensive national security review...
Wednesday 3 September 2025
China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab
TSMC has become the latest chipmaker to lose its exemption to use US semiconductor equipment in China, following similar moves against South Korea's Samsung Electronics, SK Hynix,...
Tuesday 2 September 2025
Unlike Samsung and SK Hynix, TSMC discloses loss of US waiver for China

The US has revoked TSMC's authorization to ship equipment and materials without a license to its Nanjing fabrication plant, according...

Tuesday 2 September 2025
Modi inaugurates Semicon India, hails India's first made-in-India chip
Indian Prime Minister Narendra Modi inaugurated the three-day Semicon India 2025 at Yashobhoomi, highlighting India's growing role in the global semiconductor ecosystem. Addressing...
Tuesday 2 September 2025
China offers Malaysia rare earth tech — state partnerships only
Malaysia has revealed that China is prepared to offer assistance in developing rare earth processing technology, contingent upon partnerships involving Malaysian state-owned compan...
Tuesday 2 September 2025
TSMC 2nm leak case: Three former employees remanded for another three months without visitation
The investigation into the TSMC 2nm trade secret leak case has concluded for three detained suspects, who have been formally indicted under the National Security Act and Trade Secrets...
Tuesday 2 September 2025
Foxconn leads US$1 trillion sovereign AI boom
Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...
Tuesday 2 September 2025
Saudi Arabia targets third place in global AI race with massive data center investments
Saudi Arabia aims to become a leading global AI supplier, positioning computing power as its new economic focus. The kingdom targets reaching the world's third-largest AI supplier...
Tuesday 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Monday 1 September 2025
Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits
The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has...