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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
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Monday 11 November 2024
India-based Tessolve acquires German IC design house
Tessolve, an India-based semiconductor engineering firm owned by Hero, the world's largest two-wheeler brand, has acquired German-based IC design house Dream Chip Technologies. This...
Monday 11 November 2024
TSMC to reportedly suspend sub-7nm chip supplies to China
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...
Monday 11 November 2024
Huawei chip controversy puts Taiwan's tech controls under scrutiny
The recent election of Donald Trump and JD Vance has raised questions about potential shifts in US technology sanctions. A critical security concern emerged when TSMC chips were discovered...
Monday 11 November 2024
Tata in talks with Singapore for semiconductor cooperation
During a visit to India, a senior Singapore government official confirmed ongoing discussions with India's Tata Group regarding semiconductor development cooperation. This initiative...
Monday 11 November 2024
US chip curbs boost Huawei's lead in China's autonomous vehicle race
With US restrictions on China's semiconductor sector affecting its intelligent vehicle development, Huawei has emerged as a crucial player in advancing the nation's autonomous driving...
Monday 11 November 2024
China's auto sector embraces Huawei as a partner, but tensions linger
China's automotive industry is steering into an era of intelligent vehicles in 2024, propelled by advances in new energy technology. After years of hesitation, automakers are now...
Monday 11 November 2024
TSMC poised to expand advanced chips production in the US during Trump second term
Following Donald Trump's victory in the recent US presidential election, there are rising concerns about how his administration's policies might impact Taiwanese suppliers. Macronix...
Friday 8 November 2024
Trump's win sets off race to complete Chips Act subsidy deals
The Biden administration is racing to complete Chips Act agreements with companies like Intel Corp. and Samsung Electronics Co., aiming to shore up one of its signature initiatives...
Friday 8 November 2024
China unveils US$1.4 trillion debt swap to help local governments
China gave indebted local governments a CNY10 trillion (US$1.4 trillion) lifeline but stopped short of unleashing new stimulus, preserving room to respond to a potential trade war...
Friday 8 November 2024
Trump 2.0 could push TSMC's 2nm production to US, Taiwan official signals inevitable shift
The future of Taiwan's semiconductor strategy faces new questions following Donald Trump's election victory, particularly regarding TSMC's commitment to keeping its most advanced...
Friday 8 November 2024
Bolstered by US partnerships, Micron's HBM3E progress outpaces Samsung
The competition in the high bandwidth memory (HBM) market intensifies between South Korea's two major DRAM giants, Samsung Electronics (Samsung) and SK Hynix. Meanwhile, US manufacturer...
Friday 8 November 2024
Trump's return expected to boost India's 2025 manufacturing prospects
With Donald Trump set to take office as US President in early 2025, India could become a focal point under his "America First" agenda. However, India may also benefit from Trump's...
Friday 8 November 2024
Trump's Mexico tariff threat could reshape global auto supply chain
With Donald Trump set to return to the White House, he's pledging a platform of low taxes, high tariffs, strict immigration policies, and opposition to the Green New Deal, raising...