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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
Wednesday 3 January 2024
Japan, China surge into automotive SoC development
Japanese automakers, component suppliers, and their IC design service partners have reportedly formed an alliance to encourage the development of local automotive SoCs in Japan. Sources...
Tuesday 2 January 2024
JCET: China's OSAT industry to experience a mixed situation in 2024, with upturn expected in 2025-26
As Moore's Law slows down, the semiconductor industry is transforming and facing challenges. As a crucial technological segment in the post-Moore era, the role of packaging and testing...
Tuesday 2 January 2024
China's celestial ambitions soar: unveiling plans for massive satellite constellation rivaling SpaceX
In a monumental stride towards satellite supremacy, China has secured its position as the world's second-largest satellite operator. As Europe and the United States witness the ascent...
Tuesday 2 January 2024
TEL thrives with 40% of revenue from China despite US and Japan export controls
Japan-based semiconductor equipment manufacturer Tokyo Electron Limited (TEL) is expected to generate around 40% of its annual revenue, estimated at JPY 700 billion (US$5 billion),...
Tuesday 2 January 2024
Delta Electronics says Thailand become desirable for EV industry investment
As ASEAN's largest car manufacturing country, Thailand has been transitioning to EVs to comply with national policies. Many companies that intend to enter the EV sector plan to invest...
Tuesday 2 January 2024
China sees two EVs powered by sodium-ion batteries rolled off production lines
The world's largest automotive market recently welcomed two sodium-ion-battery-powered EVs. Both cars offer a driving range of about 250 kilometers. Whether the vehicles can become...
Tuesday 2 January 2024
ASML confirms suspension of immersive DUV systems to China ahead of Dutch export ban
Ahead of the Dutch export ban taking effect in January, ASML canceled the shipment of some DUV machines to China, reportedly at the request of the US government.
Friday 29 December 2023
Samsung and SK Hynix could benefit from US investigation into semiconductor supply chain
The US Department of Commerce (DOC) has announced an investigation into the semiconductor supply chain and the national defense industrial base. An analysis by the South Korean securities...
Friday 29 December 2023
Semiconductor industry caught between two superpowers and AI
When reviewing the semiconductor industry in 2023, the complex US-China tech war has become an unavoidable topic for the industry's development. Over the past few years, the Biden...
Friday 29 December 2023
ASML's High-NA EUV technology: Shaping the future of sub-2nm chips as US pushes ahead in semiconductor race
At the close of 2023, it's reported that TSMC and Samsung will delay the mass production of 4nm chips at their new fabs in the US from 2024 to 2025, posing a challenge to the Biden...
Friday 29 December 2023
Nvidia begins selling special version of RTX 4090 for China
Nvidia has introduced a slightly less powerful variant of its top-tier graphics product tailored for video gamers in China. This move follows stricter regulations the US government...
Thursday 28 December 2023
Intel invests US$25 billion in Israel fab, aims to overtake TSMC and Samsung
In a bid to surpass TSMC and Samsung, aiming for the position of the world's leading foundry by 2030, Intel is said to have committed an additional US$25 billion investment in establishing...
Thursday 28 December 2023
Suppliers should gain resilience, cautious about the rise of Chinese EV makers
The emergence of China's homegrown automakers and EV companies has dramatically changed the world's largest car market. These companies have scaled up rapidly with the support from...
Thursday 28 December 2023
Chinese automakers' offense drives global car industry development
China's automotive industry reached a milestone in 2023. The country became the world's largest car exporter this year and saw the homegrown automakers occupy over 50% of the domestic...
Thursday 28 December 2023
China unveiled secure list of CPU, OS, DMBS
On December 26, the China Information Technology Security Evaluation Center (CNITSEC) issued the document "No. 1 2023," a list of reliable CPUs, Operating Systems (OS), and Centralized...