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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 7 June 2024
China Resources' acquisition of JCET shares is killing two birds with one stone
In March, China Resources announced the stunning news of acquiring SMIC's shares of JCET Group, a packaging and testing firm invested by China's National IC Industry Investment Fund...
Friday 7 June 2024
India remains promising, challenging EV market as Modi secures third-term
Four-wheeler and two-wheeler companies will launch multiple models by 2030 in India, which has great potential in EV manufacturing and consumption. However, the unavailability of...
Friday 7 June 2024
SK top executives visit TSMC's new chairman in secret mission
In a strategic move to bolster AI semiconductor competitiveness, SK Group Chairman Chey Tae-won and SK Hynix President Kwak Noh-Jun made a whirlwind visit to Taiwan on June 6.
Friday 7 June 2024
Indian election results may slow electronics manufacturing investments
India has concluded its general election, resulting in the ruling BJP losing its parliamentary majority despite retaining power. As a result, the electronics components may experience...
Friday 7 June 2024
Chinese government gaining control of domestic semiconductor industry
China's state-owned capital has been fast expanding its investment in the country's semiconductor industry, taking control of major firms, according to industry sources.
Friday 7 June 2024
NXP to place mainly PMIC orders with JV fab in Singapore, says company CTO
NXP will primarily place orders for power management ICs with its joint venture 12-inch wafer fab with Taiwan's Vanguard International Semiconductor (VIS) in Singapore, according...
Thursday 6 June 2024
China's Big Chip Fund to exceed US$47.5 billion goal, adviser says
China's main national chip fund should wind up raising more than the US$47.5 billion originally disclosed, a senior adviser to Beijing said, reflecting the government's resolve to...
Thursday 6 June 2024
EV battery swapping gaining momentum in China
The adoption of battery swapping for Electric Vehicles (EVs) is creating new business opportunities in China, according to industry sources.
Thursday 6 June 2024
EU's potential tariff could be self-destructive as China supports 60% of the bloc's EV imports
The European Union is expected to announce punitive tariffs on China-made EVs after the European Parliament's election this week. Many European-branded vehicles and Tesla EVs are...
Thursday 6 June 2024
TSMC to help VIS develop JV fab in Singapore, says VIS chair
Vanguard International Semiconductor (VIS) has reached an agreement with NXP Semiconductors to establish a 12-inch joint venture fab in Singapore, and the development of the JV fab...
Wednesday 5 June 2024
Micron has advantage in HBM4 orders for Nvidia's Rubin platform, said South Korean media
Nvidia CEO Jensen Huang disclosed that the next-generation Rubin platform will be equipped with 6th-gen high bandwidth memory - HBM4 at...
Wednesday 5 June 2024
Gelsinger's canceled visit has South Korean industry concerned about marginalization in AI semiconductors
After delivering a keynote speech at Computex 2024, Intel CEO Pat Gelsinger was originally scheduled to visit South Korea on June 5 to attend Intel's AI forum. However, recent reports...
Wednesday 5 June 2024
Different EV strategies polarize Japanese automotive parts suppliers' outlook
The rapid growth of the global battery EV market ended in the second half of 2023.
Wednesday 5 June 2024
Intel sells 49% stake in Irish wafer fab to share costs amid global manufacturing expansion
According to Intel's press release, the chip giant and Apollo signed a definitive agreement under which Apollo-managed funds and affiliates will lead an investment of US$11 billion...
Wednesday 5 June 2024
For Big Fund Phase 3, the devil is in the funding structure details
The long-rumored third phase of China's national semiconductor fund, commonly known as "the Big Fund," has finally been officially announced. The fund scale of CNY344 billion (US$47.5...