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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
Tuesday 29 October 2024
Only a few will survive: low-price EV market not sustainable, warns supply chain
Though the 2024 Paris Motor Show has wrapped, the shockwaves sparked by low-cost EVs are still reverberating. Chinese automakers continue to dominate certain markets by slashing prices,...
Tuesday 29 October 2024
Automotive power semiconductor orders rise, yet market uncertainty persists
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according...
Tuesday 29 October 2024
China's 7nm smart driving chips gear up for production: SiEngine, Huixi eyes 2025-26 rollout
Several Chinese IC design houses are gearing up for volume production for smart driving applications in 2025 and 2026.
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Monday 28 October 2024
Can Intel and Samsung unite to challenge TSMC's foundry throne?
South Korea's Maeil Business Newspaper recently reported that Intel CEO Pat Gelsinger is seeking a face-to-face meeting with Samsung Electronics Chairman Jae-yong Lee to...
Monday 28 October 2024
Intel expands Chengdu facility with new server chip packaging and testing services
Intel announced plans to expand its Chengdu, Sichuan facility on October 28 to offer server chip packaging services. This expansion leverages the site's existing operations to address...
Monday 28 October 2024
CATL and BYD makes major EV investments in Indonesia
China-based Contemporary Amperex Technology (CATL) and BYD are making significant investments in Indonesia as the country seeks to establish itself in the electric vehicle (EV) ind...
Monday 28 October 2024
US Election final countdown: Trump blasts Taiwan and the CHIPS Act, proposes more tariffs
As the final countdown of the US election begins, Donald Trump has once again reiterated his criticism against Taiwan, suggesting it stole America's chip business and must be willing...
Monday 28 October 2024
Hyundai's IPO in India highlights ambition to boost EV production and export hub strategy in India
Hyundai Motor's Indian subsidiary (HMIL) has officially listed in India, raising US$3.3 billion in the country's largest IPO to date. Hyundai plans to leverage India's position as...
Monday 28 October 2024
China remains a key player in mature processes, set to invest over US$100 billion in capacity expansion over the next three years
Amid the surge of investments in the semiconductor sector, China's focus on mature process technologies is essential. In a recent interview in Shanghai, SEMI China President Lung...
Monday 28 October 2024
Covid-19 supply chain fallout hits maritime sector, but recovery expected in 2025
The Covid-19 pandemic wreaked havoc on supply chains, impacting not only consumer electronics but also specialized maritime equipment. Ubiqconn, a subsidiary of Popular Holdings,...
Monday 28 October 2024
Taiwan unveils defense plan to shield major science parks from potential Chinese drone strikes, blockade
The surge in Chinese military exercises near Taiwan underscores an urgent need to fortify the island's infrastructure, as the risk of gray-zone tactics escalating into a full-scale...
Monday 28 October 2024
Korean chipmakers lukewarm on India's semiconductor expansion
As the US persists with its chip restrictions on China, global semiconductor firms are increasingly eyeing India as a prime investment destination. Capitalizing on this trend, India...
Monday 28 October 2024
Foxconn's US$31.8 million equipment buy from Apple signal major iPhone production boost in India
On October 24, Foxconn's Indian subsidiary, Foxconn Hon Hai Technology India Mega Development Private Limited, announced a transaction with Apple Operations Limited to acquire a batch...
Monday 28 October 2024
China's auto industry embraces local chip production with RISC-V architecture
China's automotive sector increasingly recognizes the critical importance of local chip production, prompting a shift towards the open-source RISC-V instruction set architecture....