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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
Tuesday 13 August 2024
SK Hynix to face challenges for US fab despite subsidies
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Monday 12 August 2024
China gaining self-sufficiency in semiconductor equipment, but crucial exposure tools remain constrained
The US chip prohibition has limited China's access to cutting-edge semiconductor manufacturing equipment. As a result, China has in recent years become increasingly self-sufficient...
Monday 12 August 2024
China fab tool industry poised to make significant strides, says AMEC CEO
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other...
Monday 12 August 2024
Shifting focus: how VCs in India are turning to deep tech
Last week, India's startup ecosystem reached another milestone as EV company Ola went public, joining the ranks of several other firms that have made similar moves in recent years.
Monday 12 August 2024
TSMC leads as SMIC struggles with government dependency
The semiconductor foundry industry's first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected,...
Monday 12 August 2024
Advanced AI solutions urgent to tackle language barriers amid rapid TSMC expansion
Taiwan's tech giants, such as TSMC, are expanding globally to mitigate risks from the US-China trade war and geopolitical tensions, facing challenges from regional language and cultural...
Monday 12 August 2024
Thailand transforms into EV hub as Chinese manufacturers gain ground amid economic challenges
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering...
Monday 12 August 2024
Intel unveils discrete GPU for automotive AI
Intel recently introduced its first discrete graphics processing unit (dGPU), known as the Intel Arc graphics for automotive. The product is set to be commercially deployed in vehicles...
Monday 12 August 2024
Taiwan eases language barriers to retain global tech talent
The Taiwanese government and industry have been striving to retain top overseas talent through scholarships, health insurance, and various incentives.
Friday 9 August 2024
Can Pat Gelsinger inherit Andy Grove's culture and lead Intel to a revival?
Intel, once a titan of innovation in the tech world, now faces significant challenges in a fiercely competitive semiconductor market.
Friday 9 August 2024
What makes Malaysia so attractive to companies like Enovix and Infineon?
Enovix, a next-generation 3D silicon-lithium battery design and manufacturing company founded in 2007, is a global leader in high-performance battery technology. On August 8, it announced...
Friday 9 August 2024
Five key takeaways from Infineon 8-inch SiC fab opening event
Infineon has built a new plant in Kulim Hi-Tech Park, Malaysia, dedicated to generating 8-inch silicon carbide (SiC) wafers. Here are five major takeaways from the new facility's...
Friday 9 August 2024
Chinese cell manufacturers poised to lead US LFP battery supply
The US government has introduced legislation to foster a localized battery ecosystem, aiming to reduce dependence on Asian suppliers. However, Chinese cell manufacturers investing...
Friday 9 August 2024
Google's antitrust case loss affects Apple; may accelerate expansion of AI search market
On August 5, the US Department of Justice (DOJ) ruled that Google monopolized the search engine market, marking the first antitrust case victory for the DOJ in over 20 years. This...
Friday 9 August 2024
Chinese automotive SoC developers file for IPO in Hong Kong
Black Sesame Technologies and Horizon Robotics, two China-based developers of smart driving chips, have recently filed for IPO on the Hong Kong Stock Exchange.