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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
Monday 30 September 2024
How AI drives the renewed interest in nuclear energy
Silicon Valley's elite have been pouring money into nuclear energy for years, convinced of its critical role in the clean energy transition. Now, the soaring energy demands of AI...
Monday 30 September 2024
StarLux Airlines: Taiwan's untapped potential as Asia-Pacific transit hub gains traction amid global shifts
StarLux Airlines chairman Kuo-Wei Chang stated that with Taiwan's population of 23 million, there is little demand for a third national airline if solely catering to the domestic...
Monday 30 September 2024
PSMC's global ambitions face growing risks
After the collaboration between Powerchip Semiconductor Manufacturing Corporation (PSMC) and SBI collapsed—a development anticipated by industry insiders—attention has...
Monday 30 September 2024
China's auto chip sector rises to challenge Qualcomm and Nvidia's reign
China's intelligent driving market has experienced significant and rapid growth in recent years. While leading global chipmakers, Qualcomm and Nvidia, continue to dominate the global...
Monday 30 September 2024
Targeting GAFAM: Japan's semiconductor alliance fuels innovation, redefining global supply chains
Amid intensifying competition in the global semiconductor market, the Japanese government has relaunched its semiconductor industry revival plan, prioritizing advanced technology...
Monday 30 September 2024
China's top OSATs invest big in advanced packaging to compete globally
China's leading outsourced semiconductor assembly and test (OSAT) companies, such as Jiangsu Changjiang Electronics Technology (JCET) and Tongfu Microelectronics, are intensifying...
Monday 30 September 2024
Taiwan-Japan chip ties deepen following TSMC's fab in Kyushu
In the wake of TSMC's establishment of a wafer fabrication facility in Japan, Taiwanese and Japanese companies are strengthening their collaboration, particularly within the semiconductor...
Monday 30 September 2024
Foxconn refused to comment on rumored US$1 billion smartphone display module assembly line in India
Foxconn is reportedly evaluating an investment of US$1 billion to establish a smartphone display module assembly plant in Tamil Nadu, India, possibly the first in Southern India,...
Monday 30 September 2024
Canon begins shipping nano-imprint lithography to US customer
Canon has announced its first customer for the nano-imprint lithography (NIL) equipment it launched in 2023 for advanced chip manufacturing.
Monday 30 September 2024
Massive fire at Tata Electronics' iPhone manufacturing facilities in Tamil Nadu prompts investigation
A significant fire erupted at Tata Electronics' iPhone component manufacturing facility in Tamil Nadu, India, forcing a temporary closure of the plant. While the fire has been extinguished,...
Monday 30 September 2024
Behind the scenes of PSMC-SBI's wafer fab in Japan falling through as signs emerged in March
On August 27, Taiwan-based Power Semiconductor Manufacturing Corp (PSMC) and Japan-based SBI Holdings announced a termination of their collaboration on a 12-inch wafer fab in Miyagi...
Saturday 28 September 2024
SBI terminates semiconductor plant partnership with Taiwan's PSMC
Japanese financial firm SBI Holdings has announced the termination of its collaboration with Taiwan's Powerchip Semiconductor Manufacturing Corporation (PSMC) to build a semiconductor...
Friday 27 September 2024
US DOJ's reported probe into Supermicro could shift orders to benefit Taiwanese ODMs
Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...
Friday 27 September 2024
Japan's advancements in diamond semiconductor technology could lead to practical applications by 2025-2030
Technological breakthroughs in diamond semiconductors, known for their superior performance despite technical challenges, could lead to practical applications as early as 2025 to...
Friday 27 September 2024
Dutch chipmaking tool supplier opens Singapore facility to meet Asia's growing fab building demand
Dutch semiconductor equipment supplier NTS has officially opened its new assembly and manufacturing facility in Singapore. Serving as a strategic hub for the Asian market, the facility...