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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 18 November 2024
TSMC adjusts CoWoS capacity plans amid Trump 2.0 uncertainty
Rising global uncertainties following Donald Trump's presidential victory have led TSMC to recalibrate its ambitious expansion plans for Chip-on-Wafer-on-Substrate (CoWoS) packaging...
Monday 18 November 2024
Rapidus to receive Japan's first EUV equipment in December
Rapidus, a semiconductor manufacturer aiming to mass-produce 2-nanometer chips in Japan, is set to install extreme ultraviolet (EUV) lithography machines at its under-construction...
Friday 15 November 2024
DIGITIMES Tech Forum 2025: Ongoing US-China tension draws attention to overseas transfer plans in the electronics industry
Global supply chains are accelerating their decoupling processes as geopolitical tensions persist, according to DIGITIMES vice president Eric Huang at the recent Tech Forum 2025....
Friday 15 November 2024
Trump's win casts shadow on Japanese and Chinese automakers' Mexico plan
After Donald Trump won the presidential election, the US may impose tariffs on vehicles imported from Japan or Mexico. Trump's campaign also supported Chinese automakers building...
Friday 15 November 2024
US, China, EU push for localization: Europe's chip giants warn of unintended fallout
China's semiconductor industry has ironically labeled Donald Trump as its "unexpected ally." Since 2018, his trade and tech wars have catalyzed major shifts in the sector. Now, with...
Friday 15 November 2024
China's EV advantage pressures European automakers: Strategic alliances or risky moves?
China's dominance in automotive electronics and electrification is pushing European, American, Japanese, and South Korean automakers to respond. European brands, in particular, are...
Friday 15 November 2024
China exports only 2.6% of EVs to North America from Jan to Sep 2024; likely to decline even further post-Trump
US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industries
Friday 15 November 2024
Chinese EV makers weigh relocation as EU trade tensions mount
Mounting trade tensions between the European Union and China are prompting Chinese electric vehicle manufacturers to reevaluate their European production plans. Following the EU's...
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Wednesday 13 November 2024
Apple expected to scale up iPhone production in India following Trump win
Following Donald Trump's victory in the US presidential election and the possibility of a renewed US-China trade war, Indian officials believe Apple may scale up its manufacturing...
Wednesday 13 November 2024
Trump's victory raises stakes for South Korean display makers
South Korea's display industry faces new uncertainties following Donald Trump's return to the US presidency. While Samsung Display and LG Display maintain their OLED technology leadership,...
Tuesday 12 November 2024
Tesla becomes the only foreign automaker to receive China's auto privacy protection mark
The China Association of Automobile Manufacturers (CAAM) announced the recipients of China's "Auto Privacy Protection" mark during the 2024 China Automotive Software Conference, recognizing...
Tuesday 12 November 2024
China subsidy programs boost short lead-time orders for home appliance chips
According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance application...
Tuesday 12 November 2024
Five key impacts of TSMC's 7nm AI chip sales halt to China
TSMC has reportedly notified Chinese customers that shipments of AI-related chips made with 7nm or below processes will be halted. Additionally, any AI chip projects initiated after...
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...