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GeoWatch
Essential technology and geopolitical news recap.
Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS
Friday 25 October 2024
Tech giants bet on nuclear to power AI: can governments keep up?
The industry's trio of cloud service providers (CSPs) are actively embracing nuclear energy with unprecedented enthusiasm, signaling a major shift in the global energy landscape....
Friday 25 October 2024
Foxconn procures equipment for making iPhone Pro series in India as Apple reportedly seeks new local suppliers
Apple is expanding its manufacturing capabilities in India. Foxconn is acquiring equipment for its Indian subsidiary, and Apple is actively searching for more local suppliers. Additionally,...
Friday 25 October 2024
Intel reportedly invites Samsung to form foundry alliance, aiming to catch up to TSMC
Recent reports from South Korea suggest that Intel has privately initiated discussions with Samsung Electronics to explore the possibility of forming a "foundry alliance." Both companies...
Friday 25 October 2024
Global wafer foundry industry, 2025 and beyond
The global wafer foundry industry will see a CAGR of 11.5% for its revenues in the six-year period from 2024-2029.
Friday 25 October 2024
Apple COO visit trio of key Chinese suppliers, reaffirms commitment to China
After meeting with China's Ministry of Industry and Information Technology (MIIT), Apple CEO Tim Cook continued his visit to China led by COO Jeff Williams. They visited key local...
Friday 25 October 2024
Lenovo leverages AI for production flexibility amid US election uncertainties
With polling numbers indicating that Republican candidate Donald Trump is gaining support in the final days leading up to the US presidential election, Che-min Tu, senior vice president...
Friday 25 October 2024
TSMC to hike sub-5nm quotes in 2025; 2nm to exceed US$30,000
TSMC has made adjustments to its foundry quotations for 2025 to clients to alleviate the effects of gross margin losses caused by high operating costs in overseas facilities and 2nm...
Thursday 24 October 2024
SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products...
Thursday 24 October 2024
Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track
Wolfspeed has suspended the construction of its SiC wafer plant in Ensdorf, Germany, as Europe's electric vehicle market faces a slowdown. This comes on the heels of Intel's halted...
Thursday 24 October 2024
Japan restarts minimal fabs to train semiconductor talent
Talent development is a key challenge for Japan as it seeks to revitalize its semiconductor industry. In response, the Japanese government has chosen to resurrect the half-inch wafer...
Thursday 24 October 2024
Lam Research signals declining Chinese revenue, eyes growth in advanced manufacturing and packaging
Following ASML's report of declining net bookings and anticipated lower revenue from China, Lam Research refrained from providing updated guidance for its fiscal year. The company...
Thursday 24 October 2024
European automakers see more challenges at home
European automakers have long struggled with the influx of low-cost Chinese electric vehicles (EVs), but their challenges are intensifying. Now, they face the dual pressure of stringent...
Thursday 24 October 2024
TSMC chips in Huawei AI accelerator cast doubt on SMIC's capabilities
Chinese foundry Semiconductor Manufacturing International (SMIC) has found itself in a precarious position following a recent TechInsights teardown report concerning a TSMC-manufactured...
Wednesday 23 October 2024
Global smartphone shipment forecast, 2025 and beyond
Global smartphone shipments will rise nearly 5% on year in 2024 and continue picking up around 4% yearly before 2030.
Wednesday 23 October 2024
TSMC reports potential Huawei chip regulation breaches to US authorities in dual notification
TSMC reported potential export violations to US regulators—twice—amid concerns that Huawei accessed restricted semiconductor technology through intermediaries. The case...