CONNECT WITH US
NEWS TAGGED GEOWATCH
Tuesday 11 February 2025
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Tuesday 11 February 2025
China's Google antitrust probe risks potential tech sector blowback
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
Tuesday 11 February 2025
Japan approves Rapidus investment plan with tax incentives, new semiconductor bonds
Japan's Cabinet approved amendments to the Act on the Promotion of Information Processing and the Act on Special Accounts on February 7, 2025. The proposal, which will undergo a National...
Tuesday 11 February 2025
DeepSeek challenges memory makers SK Hynix, Samsung's HBM strategies
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Tuesday 11 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars
As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...
Monday 10 February 2025
Samsung appoints Dustin Lee to revive China smartphone business
Samsung Electronics Device eXperience (DX) division is implementing significant changes to its overseas leadership to strengthen global competitiveness. Most notably, former Taiwan...
Monday 10 February 2025
Can Trump's tariffs war be a boon for India's tech sector?
US President Donald Trump's proposed new semiconductor tariffs could create an unexpected windfall for India's growing tech sector, according to industry experts.
Monday 10 February 2025
France to announce EUR109 billion in fresh AI investments
France is set to announce a total of EUR 109 billion (US$113 billion) in investment in artificial intelligence (AI) projects in the country by companies, funds, and other sources...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
Thailand navigates US-China trade tensions with bilateral engagement
Thailand is strategically managing the escalating tariff tensions between the US and China. While not directly targeted by US tariff policies, Thai officials are taking preemptive...
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...
Saturday 8 February 2025
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design firms amid intensifying US-China trade tensions. Effective...
Saturday 8 February 2025
Rapidus CEO eyes Computex to pitch 2nm alternative to TSMC
Recent speculations indicate that Atsuyoshi Koike, president and CEO of Rapidus, will head a team to the Computex trade show for the first time in late May.
Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...