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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 January 2024
Intel, UMC form foundry partnership
Intel and United Microelectronics (UMC) have announced a collaboration on the development of a 12-nanometer semiconductor process platform for high-growth markets such as mobile,...
Thursday 25 January 2024
World's no. 2 memory chip maker SK Hynix reports surprise profit
SK Hynix Inc. posted its first operating profit in more than a year and affirmed plans to build high-end memory capacity to meet AI demand, the latest to signal hope for a long-delayed...
Thursday 25 January 2024
China's space industry still has a long way until commercialization, says domestic operator
With China's commercial satellite industry gradually taking off, scaling up the relevant infrastructure and building a mature satellite application industry are the keys for the sector...
Thursday 25 January 2024
Taiwan's automotive firms unfazed by China's threat to cancel ECFA
China People's Political Consultative Conference Daily reported on Jan. 20 that the country will not rule out the possibility of terminating the Economic Cooperation Framework...
Thursday 25 January 2024
Huawei unleashes HarmonyOS, breaks free from Android to challenge iOS
After nearly five years of refinement and external pressure from US export controls, Huawei's long-planned Hongmeng OS Galaxy Edition has officially been unveiled. This marks the...
Thursday 25 January 2024
ASML expects strong rebound in 2025, optimistic about orders from memory makers
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
Thursday 25 January 2024
China imports over 400 lithography machines from the Netherlands in past five years
As the US and its allies are imposing export restrictions on semiconductor equipment, China increased its chipmaking tool imports over the past year and doubled its imports of lithography...
Thursday 25 January 2024
Chinese AI processor developers face challenges
Chinese AI chip developers, including Biren Technology and Cambricon Technologies, are having tough times that could burst the AI bubble in China.
Thursday 25 January 2024
Apple to obtain initial 2nm capacity from TSMC, sources say
TSMC, which only increases production capacity in response to significant customer orders, has recently established a production expansion strategy aimed at attaining 2nm GAA. Apple...
Wednesday 24 January 2024
'Taiwanese Chips Act' to take effect in February, aiming to cement semiconductor leadership
While the recent US CHIPS and Science Act, European Chips Act, and Japan's subsidy plan have enticed TSMC to build wafer fabs in the US, Germany, and Japan, Taiwan has responded with...
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
China's import of South Korean semiconductor materials skyrockets in 2023
To counter the ban imposed by the US to slow down its development of advanced semiconductors while ensuring its dominance in general-purpose semiconductors, China is aggressively...
Wednesday 24 January 2024
Supply chains shift to localized short chains
The US-China trade war and its geopolitical ramifications have restructured the global supply chain, transforming long chains into localized short chains.
Tuesday 23 January 2024
BYD eyes Tesla's crown, pours investment into smart car technology
The rivalry between Tesla and BYD will continue in 2024 and titles of the biggest producer and the sales king are up for grabs.
Tuesday 23 January 2024
Rapidus to focus on specialized AI chips and not compete with TSMC
Rapidus, a Japanese company building a semiconductor factory in Chitose City, Hokkaido, Japan, said the construction progress is going smoothly despite the tight schedule. The company...