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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 1 March 2024
Something tricky this way comes as China's EV empire grows
The aggressive market capture tactics, employed by Chinese car manufacturers, present fresh challenges for the global electric vehicle (EV) industry.
Friday 1 March 2024
SMIC unhindered by US sanctions as Chinese foundry strives toward 5nm
Amidst the US trade sanctions and restrictions on technology exports, China's leading foundry SMIC (Semiconductor Manufacturing International Corporation) has not only been significantly...
Thursday 29 February 2024
BYD's amphibious EV goes down swimmingly at Geneva International Motor Show
China's EV maker BYD debuted its amphibious EV at the Geneva International Motor Show.
Thursday 29 February 2024
South Korean government join forces with corporations, aiming to create 'South Korea's Nvidia'
With the US, China, and Japan all actively developing semiconductors, the pressure is starting to build for South Korea. In response, the South Korean government is strengthening...
Thursday 29 February 2024
Japanese mature-process semiconductor equipment makers thrive amid US-China chip war
While many Japanese industrial equipment makers grapple with the economic downturn in China, the semiconductor equipment sector has shown s completely different performance. US-led...
Thursday 29 February 2024
SK Hynix said to purchase 8 EUV machines for HBM3E processes
SK Hynix plans to invest KRW2 trillion ($1.5 billion) in 2024 to introduce extreme ultraviolet (EUV) lithography equipment to cope with the new generation of memory investment in...
Thursday 29 February 2024
Taiwan's transformation into global semiconductor leadership and future challenges
In university, I studied electrical engineering, and at that time, semiconductors were an emerging field. The electronics courses we took still taught vacuum tubes. It wasn't until...
Thursday 29 February 2024
TSMC's 'Black Ship' sails into Japan, sparking South Korean concerns about reversal of competitive edge
Kumamoto, a small Japanese city that suffered a devastating earthquake in 2016, recently witnessed a momentous occasion--the grand opening of TSMC's Kumamoto Fab 1. Dubbed the "Reiwa...
Thursday 29 February 2024
Apple's rare iPhone discount in China highlights challenges
As the smartphone market in China continues to shrink amid a worldwide drop in demand in 2023, and with Chinese brands aiming to make a comeback on their home turf, market watchers...
Thursday 29 February 2024
EV market growth to slow in 2024; gas-powered cars making a comeback
According to DIGITIMES Research, global car sales are expected to reach approximately 90 million units, a modest year-on-year increase of about 1%, compared to the 8.6% growth seen...
Thursday 29 February 2024
TSMC promises to set up advanced chip supply chain in Kyushu
During a meeting with Prime Minister Fumio Kishida at the Prime Minister's official residence in Japan on February 26, 2024, TSMC Chairman Mark Liu and TSMC President C.C. Wei pledged...
Tuesday 27 February 2024
Intel's 1.8nm chip revelation and Microsoft deal casts shadow over Samsung's semiconductor ambitions
Several IT giants have recently visited South Korea to discuss AI semiconductor collaboration with Samsung Electronics, raising expectations within the South Korean industry for Samsung's...
Tuesday 27 February 2024
US aims for 20% of leading-edge logic chip manufacturing by 2030 amidst GenAI game-changer
The US government said leading-edge chipmaking firms were asking US$70 billion in subsidy under the CHIPS and Science Act, days after TSMC opened its Kumamoto fab, with attention...
Tuesday 27 February 2024
Karnataka commissioner's Taiwan visit: tech investment, Wistron assurance, and sustainable vision
Gunjan Krishna, Karnataka's Commissioner of the Department of Industries and Commerce, recently visited Taiwan to attend Foxconn's 50th-anniversary celebration. Her visit came in...
Tuesday 27 February 2024
Back-end houses divided on whether to build Japanese facilities like TSMC
According to industry sources in Taiwan, IC back-end houses are divided as to whether they will establish facilities in Japan similar to Taiwan Semiconductor Manufacturing Company...