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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 26 April 2024
ASEH likely to raise 2024 capex; US production line possible
ASE Technology Holding (ASEH) may boost its capex in 2024 due to increased spending on advanced packaging and testing capabilities. The Taiwan-based OSAT also does not rule out developing...
Friday 26 April 2024
Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.
Friday 26 April 2024
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Ch...
Friday 26 April 2024
Chinese homegrown automakers forthright about potential EV overemphasis
The Chinese car market has gained worldwide traction because of EVs. Homegrown automakers seize the opportunity to scale inside and outside China. The country has put many resources...
Friday 26 April 2024
Leading US brands said to support Qualcomm's PC push
Qualcomm has just announced the Snapdragon X Plus, its latest PC processor. According to available specs, the new processor is identical to the earlier Snapdragon X Elite, but with...
Friday 26 April 2024
Micron granted US$6.1 billion in US subsidies
The US Department of Commerce and Micron Technology have signed a non-binding Preliminary Memorandum of Terms (PMT) to provide up to US$6.14 billion in direct funding under the CHIPS...
Thursday 25 April 2024
China accounts for 30% of Intel AI PC shipments
In the coming years, the proportion of revenue from TSMC's AI processor manufacturing is expected to steadily increase.
Thursday 25 April 2024
Apple supplier base in India in transformation than in expansion stage
Apple is diversifying rather than expanding its supplier base in India, as indicated by its latest supplier list. Despite some concerns from the Indian government, China-based suppliers...
Thursday 25 April 2024
China's domestic EDA market share doubled, thanks to support from 3,451 local IC design firms
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic...
Thursday 25 April 2024
China feeds on lucrative semiconductor business created by US
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging...
Thursday 25 April 2024
Taiwan's 'semiconductor diplomacy' under scrutiny amid new challenges
The Taiwan Chip-driven Industrial Innovation Program (TCIIP) has taken a significant step by establishing an office in Prague, Czech Republic, focusing on nurturing chip design talent...
Thursday 25 April 2024
In the face of US sanctions, Huawei still hopes to push HarmonyOS internationally
Even in the face of sanctions from the US, Huawei still wants to expand its international market, including its operating system (OS), HarmonyOS.
Thursday 25 April 2024
Taiwan plots US$1 trillion sustainable ICT roadmap
At the ITRI Net Zero Day 2024 forum, industry leaders outlined strategies for Taiwan's semiconductor and ICT sectors to drive global sustainability efforts and transition to net zero...
Thursday 25 April 2024
Will China's satellite surge eclipse US space supremacy?
China's relentless push into space technology is setting the stage for a high-stakes competition with the United States. As the space race heats up, China's rapid advancements in...
Thursday 25 April 2024
Over 90% foreign production strikes South Korean battery exports
In 2023, South Korea saw the first decline in rechargeable battery exports in eight years. The industry suspected that the situation is related to major battery manufacturers like...