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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 27 December 2023
Nvidia reportedly gives SK Hynix and Micron significant advance payments to secure HBM supply
It is reported that Nvidia has paid hundreds of millions of dollars in advance to SK Hynix and Micron to ensure a stable supply of High Bandwidth Memory (HBM). Recently, Samsung Electronics...
Wednesday 27 December 2023
ASML's latest High-NA EUV machines present procurement dilemma for chipmakers
With Samsung Foundry, TSMC, and Intel entering mass production of 3nm GAA, 3nm FinFET, and Intel 4 processes in 2022-2023, the three major semiconductor makers are gearing up to develop...
Wednesday 27 December 2023
Intel to invest US$25 billion in building Fab 38 in Israel after receiving grants
After receiving US$3.2 billion in government grants from Israel, Intel began the construction of Fab 38 in Kiryat Gat near Gaza in a show of confidence in Israel amid Intel's production...
Tuesday 26 December 2023
Samsung's Taylor TX plant may delay mass production to 2025, mirroring TSMC's schedule
Samsung Electronics reportedly may delay the production timeline for its Taylor, Texas plant in the United States, attributed to issues such as uncertainties in market conditions...
Tuesday 26 December 2023
Four Japanese carmakers to inject US$4.34 billion for Thailand's EV transition
The Thai government announced that major Japan-based automakers plan to invest THB150 billion (US$4.34 billion) in Thailand over the next five years, which is expected to facilitate...
Tuesday 26 December 2023
Rumored 3nm attempt by SMIC seen as a near-impossible task
China-based pure-play foundry SMIC reportedly dedicated an R&D team to make 3nm chips, with only DUV lithography equipment available as the US blocked its access to EUV machines...
Tuesday 26 December 2023
TSMC to inaugurate Kumamoto fab in February, say sources
TSMC's new Kumamoto fabrication facility in Japan is currently under construction but making good progress, with an opening ceremony for the first phase of the fab set for February...
Monday 25 December 2023
Taiwan DDI makers weigh China outsourcing for cost competitiveness as price reduction pressure remains
Taiwan's display driver IC (DDI) vendors, after experiencing a swift recovery in demand in 2023, face challenges associated with intensified competition from their Chinese counterparts...
Monday 25 December 2023
Could the Qorvo-Luxshare deal threaten to marginalize Taiwanese backend houses from Apple supply chain?
US power amplifier (PA) vendor Qorvo's decision to sell its packaging and testing plants in China to Luxshare Precision Industry, a key Chinese player in Apple's supply chain, has...
Monday 25 December 2023
Indian arrest of three Vivo executives casts shadow on Chinese investments in the country
Weeks after India completed money-laundering investigations against Vivo, India arrested Vivo's senior executives, with the Indian government reportedly investigating hundreds of...
Monday 25 December 2023
Status of global and Thailand PCB industry
Since 2021, Thailand has become a hub attracting investments from PCB firms looking to diversify their risks by embracing a "China+1" strategy. Many PCB manufacturers from China,...
Monday 25 December 2023
China sees over 30% increase in chipmaking gear revenue by major suppliers in 3Q23
Data shows that China-based semiconductor equipment suppliers saw their related revenue increase as Chinese foundries have been expanding their production capacities amid indigenization...
Monday 25 December 2023
Legacy chip capacity expansion in China poses threat to Taiwan-based IC design houses
The US is fortifying itself against a potential dumping of Chinese-made legacy chips, a risk foreseen by Taiwan-based IC design houses amid a decoupling of the global chip market.
Friday 22 December 2023
Intel unveils Gaudi 3 but challenge remains for exporting to China
Before the year-end holidays of 2023, Intel held an "AI Everywhere" conference to launch its Meteor Lake and Gen5 Xeon CPU as Intel CEO Pat Gelsinger copied Steve Jobs's "One More...
Friday 22 December 2023
Taiwanese manufacturers scale back investments amid projected China economic downturn
In the face of the US-China trade and tech wars, sluggish domestic demand, falling exports, and the impact of a shrinking population, global organizations have slashed China's 2024...