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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 23 August 2024
TSMC 3/5nm nodes poised to generate over NT$1 trillion in revenue by 3Q24
TSMC is likely to see its 3nm and 5nm nodes generate more than NT$1 trillion (US$31.02 billion) in total revenue in the first three quarters of this year, as the foundry house's sales...
Thursday 22 August 2024
Silicon Shield 2.0: diplomacy and de-risking supply chains in a new era of economic security
The 2024 Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, convened scholars and former diplomats from North America, Europe, and Taiwan to explore strategies for...
Thursday 22 August 2024
India shifts semiconductor incentives focus to compound semiconductors and silicon photonics
After approving four IC backend manufacturing facilities earlier this year, India reportedly plans to provide more incentives for compound semiconductor and silicon photonics proje...
Thursday 22 August 2024
EU's final draft on import duties for Chinese EVs targets overcapacity and past market disruptions
The EU's final draft on import duties for Chinese-made EVs addresses concerns about overcapacity in the Chinese industry. This decision reflects Western markets' apprehension over...
Thursday 22 August 2024
Global foundry revenue rises on AI demand
The global foundry industry's revenue grew about 9% sequentially and 23% year on year in the second quarter of 2024, according to Counterpoint Research. The sequential growth was...
Thursday 22 August 2024
Taiwan president urges regional de-risking and trade partnerships amid supply chain shifts
The eighth Ketagalan Forum: Indo-Pacific Security Dialogue, held on August 21, spotlighted the strategic importance of bolstering supply chain resilience through robust free trade...
Thursday 22 August 2024
SK Hynix's 1H24 revenue soars in US and China, driven by AI demand
SK Hynix, which recorded its best performance ever in the first half of 2024, has experienced remarkable growth in the US and Chinese markets. The company managed to revitalize several...
Thursday 22 August 2024
Foxconn announces fresh investment across continents
According to Bloomberg, Foxconn has announced a total investment of US$830 million in its overseas operations across Europe, Mexico, the US, and India through four corporate...
Thursday 22 August 2024
TSMC's German fab set to offer job opportunities and promote wafer ecosystems in Europe
Dresden officially welcomed the construction of a new wafer fab by TSMC with a groundbreaking ceremony on August 20.
Thursday 22 August 2024
Xpeng's vehicle deliveries lag expectations amid intensifying EV competition in China
Xpeng Motors, a Chinese electric vehicle (EV) manufacturer, has released its financial report for the second quarter of 2024. Despite ongoing challenges from a market price war, Xpeng's...
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
Thursday 22 August 2024
US Chips Act scale bigger than China Big Fund II, but manufacturing reshoring remains slow
The scope of the US Chips Act appears to have exceeded that of the China Integrated Circuit Industry Investment Fund II (Big Fund II), but the American government's goal of reshoring...
Wednesday 21 August 2024
Southeast Asia and India deployment of semi supply chains
The global semiconductor industry continues pushing more deployment in Singapore and Malaysia, while their attention on India is also rising
Wednesday 21 August 2024
China's exports of critical minerals recover after curbs imposed
Chinese exports of critical minerals are returning to more normal levels, href="https://www.bloomberg.com/news/features/2024-02-20/us-china-washington-ramps-up-hunt-for-ev-metals-to-secure-its-own-supplies"...
Wednesday 21 August 2024
Xiaomi 2Q24 financial statement to be released as automotive, mobile endeavors draw attention
Xiaomi's financial statement for the second quarter of 2024 is expected to be released on August 21.