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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
Friday 8 November 2024
TSMC exec sees broad trend of collaboration in response to Trump tariff threats
According to TSMC Senior Vice President and Deputy Co-COO Cliff Hou, Taiwan's strong partnership with the US spanning decades is expected to continue despite the upcoming administration...
Friday 8 November 2024
TSMC's Arizona fab opening reportedly set for December; Trump, Biden, Morris Chang expected
After TSMC announced plans for a US fab producing advanced sub-5nm chips, a milestone tool-in ceremony was held in December 2022 to celebrate the arrival of the first batch of equipment...
Friday 8 November 2024
China braces for escalating US restrictions on chipmaking
The US is expected to expand restrictions on Chinese chipmaking technologies, extending its trade ban to mature nodes, according to industry sources.
Friday 8 November 2024
SMIC reports record revenue, but faces competition with limited gross margin
SMIC, China's largest pure-play semiconductor foundry, recorded US$2 billion in revenue in a single quarter, with its utilization rate surpassing 90%. However, its relatively limited...
Friday 8 November 2024
10 years of AI innovation: How SenseTime is shaping China's AI future with bold LLM investments
China's AI industry has witnessed significant milestones over the past decade. Founded in 2014, SenseTime has reached its tenth anniversary, transforming from its initial focus on...
Friday 8 November 2024
TSMC's strategies to navigate as second Trump term looms
Following Donald Trump's election victory, TSMC's future operations face heightened uncertainty. While TSMC has increased its market share in advanced processes due to chip export...
Thursday 7 November 2024
Taiwanese IC lead frame provider to expand capacity in Malaysia
Taiwan-based CWTC's board has approved several key resolutions, including the third-quarter 2024 profit distribution plan and a US$20 million cash capital increase for its Malaysian...
Thursday 7 November 2024
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may...
Thursday 7 November 2024
Arizona and Taiwan boost aerospace, defense partnerships amid rising demand for local supply chains
US defense technology companies are increasingly looking to Taiwan as a critical manufacturing base and supply chain partner, as revealed during a recent Arizona-led trade delegation...
Thursday 7 November 2024
US CHIPS Act expansion set to benefit South Korean solar manufacturers
Following the US Department of Treasury's expansion of the CHIPS and Science Act subsidies to include solar-grade silicon ingots and wafers, South Korean solar giants Hanwha Qcells...
Thursday 7 November 2024
Chinese lithium battery makers face domestic price wars amid global expansion hurdles
Despite their dominance of over 60% of the global lithium battery market, Chinese manufacturers are increasingly seeking to expand abroad to escape fierce competition and price wars...
Thursday 7 November 2024
Huawei reportedly offers triple salaries to poach TSMC engineers
Amid US export curbs, Chinese tech giant Huawei is allegedly offering triple salaries to entice Taiwanese semiconductor engineers, particularly those from TSMC, to join its ranks.
Thursday 7 November 2024
Apple reportedly offers Indonesia manufacturing investment to overturn iPhone ban
Apple has submitted a US$10 million investment plan to the Indonesian government in hopes of lifting the ban on the iPhone 16 to enable its immediate sale in the local market.
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Donald Trump's victory sparks SEA concerns over China +1 strategy amid tariff threats
Donald Trump's victory in the US presidential election has raised concerns about potential new tariffs and their impact on Southeast Asia's "China +1" strategy. Countries in the region...