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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 7 December 2023
Taiwanese firms in China keen to cut capital amid rising US-China tensions
Amid rising trade and technology disputes between the US and China, Taiwanese companies with subsidiaries in China are undergoing a significant wave of capital reduction, as indicated...
Thursday 7 December 2023
A tentative TSMC, Amkor and Apple alliance in Arizona may erode Samsung's present advantage
With Amkor's official announcement of the construction of an advanced packaging facility in Arizona, an "alliance" consisting of TSMC, Apple, and Amkor is taking shape, posing a potential...
Thursday 7 December 2023
South Korean fab toolmaker Nextin expanding its presence in China amid US export restrictions
South Korean wafer inspection equipment manufacturer Nextin is benefiting indirectly from the US restrictions on semiconductor equipment exports to China and is accelerating its entry...
Thursday 7 December 2023
Pentagon-funded silicon interposer project closer to reshore US advanced packaging capability
The Industrial Base Analysis and Sustainment (IBAS) office, funded by the US Department of Defense to establish high-priority domestic capabilities to safeguard the US defense industrial...
Thursday 7 December 2023
Approximately 1,400 ASML equipment installed in China, limited application for advanced chip expected
The number of ASML machines installed in China is estimated to reach nearly 1,400 units. Most installed and uninstalled machines in China may not be used in fabricating chips with...
Thursday 7 December 2023
TSMC and Samsung face investment risks amid concerns over CHIPS Act favoring US firms
Amid the ongoing semiconductor supply chain restructuring in the United States, the US$52.7 billion subsidy provided by the "Chips and Science Act" aims to attract global semiconductor...
Thursday 7 December 2023
Taiwan chip foundries' existing China investment not affected by latest core key tech ban
Advanced semiconductor manufacturing technology under 14nm was included in the list of 22 key core technologies to be banned from illegal outflows to foreign adversaries on December...
Thursday 7 December 2023
TSMC reaches agreement with Arizona unions covering employment, training, and safety
TSMC has struck a deal with labor unions in Arizona concerning one of the most cutting-edge wafer fabs in the US. With lower-than-expected progress at the fab, this agreement is anticipated...
Wednesday 6 December 2023
As inflation and wars rage, notebook sales in Dubai remain unaffected
Recent geopolitical tensions and high inflation have had little impact on Dubai in the United Arab Emirates (UAE) as Michele Montecchio, general manager of Acer Middle East, noted...
Tuesday 5 December 2023
China Big Fund II injects US$1 billion into HLMC, may aid advanced chip development
Although the limelight of global media was cast on SMIC for its 7nm chips used in Huawei's Mate 60 Pro smartphone, Shanghai Huali Microelectronics Corp (HLMC), the other China foundry...
Tuesday 5 December 2023
Taiwan semiconductor firms should heed new US export restrictions, says economics minister
Taiwan's economics minister Wang Mei-hua has advised the firms in the local semiconductor industry to heed new export curbs and regulations imposed by the US.
Monday 4 December 2023
Raimondo warns Nvidia not to cut corners and reiterates AI chip export control
AI chip company Nvidia was called out by the US Secretary of Commerce Gina Raimondo at the Reagan National Defense Forum in Simi Valley, California during the weekend, warning that...
Monday 4 December 2023
US' China-targeted battery rules likely to slow EV adoption
The US government released guidance on EV batteries and materials sourcing, mainly targeting China. Starting in 2024 and 2025, EVs will not be eligible for tax credits provided by...
Friday 1 December 2023
Apple's Chinese suppliers in Supply Chain Expo to show commitment in China
China, in an attempt to counter the external narrative of "supply chain relocation" and "decoupling," made a significant move by hosting the inaugural China International Supply Chain...
Friday 1 December 2023
TSMC likely to win it all, with Samsung's 3nm reportedly losing several significant orders
Despite its attempt to catch up with TSMC, Samsung Electronics is rumored to have recently lost several significant orders for its 3nm process. The South Korean industry believes...