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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
Wednesday 14 August 2024
Penang to host inaugural 2024 Asia-Pacific Semiconductor Summit with strong Chinese presence
Malaysia, after hosting SEMICON Southeast Asia in May, is set to hold the first Asia Pacific Semiconductor Summit and Expo (APSSE) from October 16 to 18, showcasing the country's...
Wednesday 14 August 2024
Taiwan IPC makers eye China market recovery amid challenges
Taiwan's industrial PC (IPC) manufacturers are optimistic that the Chinese market is poised for recovery after a sharp decline caused by the dual impacts of the pandemic and geopolitical...
Wednesday 14 August 2024
Taiwan's drone industry grapples with rapid product cycles and short-term focus
Taiwan's drone industry faces significant challenges as it attempts to align with the country's defense initiatives and compete in the global market. The rapid pace of product iteration...
Wednesday 14 August 2024
Why Intel has also struggled to manufacture chips in Arizona
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project...
Wednesday 14 August 2024
TSMC scaling up equipment and engineering orders for fast plant expansions
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the...
Tuesday 13 August 2024
Taiwan's drone industry gains momentum, sparks annual expo debut in October
Taiwan's government is intensifying its efforts to develop the domestic drone industry, designating it as one of the five key pillars in the nation's trusted supply chain initiative...
Tuesday 13 August 2024
Microsoft expands AI push in Taiwan with US$308 million fund
Microsoft's Asia Pacific tech conference, DevDays Asia, has reached its ninth year in Taiwan.
Tuesday 13 August 2024
Taiwan stands firm to keep advanced semiconductor R&D despite US pressure
In addition to Republican Presidential Candidate Donald Trump demanding Taiwan to "give back" more for its safety amid the geopolitical uncertainties, the United States has reportedly...
Tuesday 13 August 2024
China smartphone market, 2Q 2024
China's smartphone market saw shipments rise to nearly 72 million units in the second quarter of 2024 with volumes to slip in the third quarter before picking up in the fourth quar...
Tuesday 13 August 2024
Intel faces mounting challenges under Gelsinger
Since taking the helm in February 2021, Intel CEO Pat Gelsinger has grappled with mounting losses at the company's foundry division. A critical challenge is establishing Intel Foundry...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
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.