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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 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...
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,...