CONNECT WITH US
NEWS TAGGED GEOWATCH
Thursday 19 September 2024
TSMC solves mass production issues in US; advanced process self-sufficiency may be realized
In early December 2022, Apple CEO Tim Cook and US President Joe Biden attended the groundbreaking ceremony for TSMC's wafer fab in Arizona. During his speech, Cook stated that the...
Thursday 19 September 2024
Japanese semiconductor suppliers expand in India amid Chinese import substitution
At SEMICON India 2024, major Japanese semiconductor suppliers participated, with Tokyo Electron set to expand its presence in India, underscoring the strategy to tap into the growing...
Thursday 19 September 2024
China eyes Southeast Asia as vital gateway for semiconductor expansion
Since early September, Southeast Asia has solidified its position as a key player in the global semiconductor industry. Tower Semiconductor of Israel announced a US$10 billion investment...
Thursday 19 September 2024
Will Luxshare gain from Huawei-shunning Chinese carmakers?
Luxshare Precision Industry's entry into the future automobile market has not been as rapid as its Chinese competitors. However, market sources suggest that Luxshare may provide Chinese...
Thursday 19 September 2024
Chinese EV makers to boost overseas production as tariffs climb
China's electric vehicle (EV) manufacturers are expanding their overseas production to circumvent rising tariffs in many parts of the world. This move comes as China emerges as a...
Thursday 19 September 2024
Taiwan enters investment era amid US-China tech war and supply chain restructuring
Paul Liu, Chairperson of the National Development Council, recently expressed to Japan's media during a visit that Taiwan has entered an era of significant investment, with private...
Thursday 19 September 2024
Chinese AI developers strive for collaboration with TSMC
TSMC, with its advanced manufacturing processes, is an indispensable partner not just for US tech firms such as Nvidia, AWS, and Google in their AI chip developments, but also for...
Thursday 19 September 2024
Chinese MacBook bearing supplier hit by quality issues, orders shift to US, Taiwan
Kunshan Kersen Science Technology Co., Ltd., a crucial supplier of MacBook bearings, has reportedly suspended shipments due to quality control issues. In response, Apple has redistributed...
Wednesday 18 September 2024
AI smartphone race: Chinese brands seek to outpace Apple
The third quarter is traditionally a peak season for smartphones, with leading brands launching new models. Both Apple and Huawei have scheduled their product launches for the 10th,...
Wednesday 18 September 2024
China acquires Korean fabs, strengthening polarizer market dominance
South Korea's Samsung SDI is officially exiting the polarizer market. The company recently announced the sale of its polarizer business to Wuxi Hengxin Optoelectronic Materials, a...
Wednesday 18 September 2024
CATL eyes solar-storage boom as M&A frenzy heats up
The solar industry has officially entered the N-type TOPCon era, but it now faces a significant supply glut. Recently, bargain hunting has emerged in the solar sector, signaling the...
Wednesday 18 September 2024
How far is China from 28nm process after domestic lithography breakthrough?
One of the critical focal points in the US-China tech war is the collaborative effort by the US, Japan, and the Netherlands to prevent Chinese semiconductor companies from acquiring...
Wednesday 18 September 2024
Apple supplier Luxshare acquires German auto supplier Leoni in diversification bid
With iPhone sales in the Greater China region slumping in the first half of 2024 under fierce competition from Chinese smartphone brands, companies in Apple's supply chain have been...
Wednesday 18 September 2024
Lenovo to manufacture AI servers in India amid global reliance on supply in Taiwan
China-based Lenovo has announced plans to begin manufacturing AI servers at its Puducherry plant in southern India and has established a dedicated AI servers R&D lab in Bengaluru...
Wednesday 18 September 2024
US presidential election outcome to significantly impact supply chain relocations
The outcome of the US presidential election is expected to have a significant impact on supply chain relocations. Industry sources report that US-based brands are closely monitoring...
Colder Products Company
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research