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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
Tuesday 19 December 2023
Vietnam semiconductor industry potential (Part 2)
Due to its proximity to China, Vietnam has become a new semiconductor manufacturing "friendshoring" location for the US.
Tuesday 19 December 2023
Chinese foundries challenging TSMC in mature process CIS race
The demand for CMOS image sensors (CIS) has witnessed a significant uptick since the third quarter of 2023, driven by the launch of new smartphones and a recovery in the security...
Tuesday 19 December 2023
SMIC soon to operate new 12-inch fab in Shanghai
Chinese pure-play foundry Semiconductor Manufacturing International (SMIC) is expected to open its largest-ever 12-inch (300mm) wafer manufacturing base in Lingang, Shanghai as early...
Monday 18 December 2023
Nissan to leverage China's EV prowess as competition intensifies
Japan-based Nissan Motor plans to use China-made EVs to help it gain traction in the global EV market. The automaker has also deepened its collaboration with China's Tsinghua University...
Monday 18 December 2023
China struggles to acquire advanced HBMs amid surging demand despite softening US curbs
Even though the White House seems to have softened its stance on chip export curbs against China, China still struggles to acquire the most advanced HBMs amid surging demand.
Monday 18 December 2023
Taiwanese panel makers pushing to strengthen supply chains for both Chinese and non-Chinese customers, according to DIGITIMES Research
Taiwan-based panel makers have been keen on establishing plants in emerging markets, concerned that the intensifying geopolitical tensions could lead to the decoupling of the supply...
Monday 18 December 2023
Chinese semiconductor firms look to Malaysian OSAT providers to secure chips
Amid rising demand for advanced chips and heightened US export bans against China, Chinese semiconductor firms are looking to assembly and packaging suppliers in Malaysia, highlighting...
Thursday 14 December 2023
China leads in 7 of 10 strategic industries in 2020, says report
The Information Technology and Innovation Foundation (ITIF) released a report, "The Hamilton Index, 2023: China is Running Away With Strategic Industries," saying that China led in...
Thursday 14 December 2023
South Korea and Taiwan join forces to expand Micro LED market and take on China
As IT companies expand the application of Micro LED products, Micro LED may reshape the display market. In particular, the recent collaboration between Taiwan and South Korea is expected...
Thursday 14 December 2023
TSMC lands rush orders for Nvidia China-bound processors
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Wednesday 13 December 2023
Huahong Group takes over former GF Chengdu plant
The latest report from China's Yicai Media revealed that Huahong Group has officially taken over the Chengdu semiconductor plant formerly owned by GlobalFoundries, with Huahong Semiconductor...
Tuesday 12 December 2023
New Taiwan rule on crucial chipmaking tech presents more opportunities than concerns, says Skytech
Taiwan has issued a list of 22 critical chipmaking technologies not to be revealed to foreign companies; violators will face legal consequences under Taiwan's "National Security Law."...
Monday 11 December 2023
Huawei will make 1 billion 5G merchandise per year for Europe in Alsace, France
In an exclusive interview on France Inter News Radio, Minggang Zhang, the Deputy General Manager of Huawei France, revealed Huawei's first overseas factory will be completed in the...
Monday 11 December 2023
US updated semi export control to have little effort in stopping China semi development, says DIGITIMES Research
Following the announcement to impose export restrictions aimed at blocking China's semiconductor industry development in October 2022, the US government released multiple new measures...
Monday 11 December 2023
Updates on US semi export control on China
The US government released multiple new measures directed at China's semiconductor industry, including the expansion of the curbs on high-performance chip and advanced semiconductor...