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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 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.
Friday 9 August 2024
SMIC's profit plummets amid fierce competition in China, despite record utilization rate
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition...
Thursday 8 August 2024
Infineon's US$8 billion plant to boost Malaysian chip ambitions
Malaysia is gaining more heft in the global supply chain as Infineon Technologies AG opens a major semiconductor manufacturing complex in the country, the Southeast Asian nation's...
Thursday 8 August 2024
China smartphone industry, 2Q 2024
China-based smartphone brands shipped a total of 167 million devices in the second quarter of 2024 with volumes expected to continue rising in the second half.
Thursday 8 August 2024
Potential US ban on Chinese vehicle tech to breed longer-term effects on tech rift
The US is reportedly preparing to impose a ban on vehicle technology that raises cybersecurity concerns. While this move may not immediately impact automakers, it could further widen...