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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
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...
Tuesday 27 February 2024
Over 300 Chinese firms attend MWC 2024
Over 300 Chinese companies are exhibiting at the ongoing MWC 2024, demonstrating their commitment to the European market.
Tuesday 27 February 2024
Mirror on the wall... will Intel become 2nd largest foundry in the world? Perhaps, but...
Intel CEO Pat Gelsinger wants the company to become the world's second-largest foundry service provider by 2030. With the right partners, it may achieve the goal faster than expected...
Tuesday 27 February 2024
Thailand's notebook industrial cluster takes shape, with Quanta on pace to surpass production target
Leading ODM Quanta Computer is well ahead of its own projected progress for manufacturing notebooks at its Thailand facilities, say sources in the supply chain: monthly production...