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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
Wednesday 23 October 2024
Global robotics outlook positive through to 2027 as China leads, North America gains momentum
According to the latest statistics from the International Federation of Robotics (IFR), global demand for robots remains robust. In 2023, global installations reached 540,000 units,...
Wednesday 23 October 2024
Will India hold key to Nvidia's future growth?
Jensen Huang, Nvidia's CEO, is scheduled to hold the Nvidia AI Summit India from October 23 to 25, marking his second visit to the country in about 13 months. This visit aims to capitalize...
Tuesday 22 October 2024
Philippines chip industry wants help from Taiwan's TSMC
The Philippines is trying to enlist Taiwanese chip giants in an effort to expand in semiconductors, a bid to catch up with its neighbors who are emerging as significant suppliers...
Tuesday 22 October 2024
Inside PSMC's failed deal with SBI: Chairman Frank Huang reveals strategic risks and Japan's tough policies
Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang responded on October 21 to accusations from SBI Holdings chairman Yoshitaka Kitao that the Powerchip Group...
Tuesday 22 October 2024
US CHIPS Act boosts ICT technology to new heights
Following the passage of significant legislation such as the CHIPS and Science Act (CHIPS Act) and the Inflation Reduction Act (IRA) in 2022, the United States has intensified its...
Tuesday 22 October 2024
Intel, Japan's AIST invest US$700 million in advanced semiconductor hub
Japan's National Institute of Advanced Industrial Science and Technology (AIST) is teaming up with Intel to build a cutting-edge semiconductor research hub, backed by a JPY 100 billion...
Tuesday 22 October 2024
SK Hynix CEO visits Europe to forge partnerships in AI memory and automotive
Recently, SK Hynix CEO Noh-Jung Kwak traveled to Europe, where he is expected to meet with IMEC executives including CEO Luc Van den Hove. He will also engage with several European...
Tuesday 22 October 2024
Intel seeks foundry alliance with Samsung to challenge TSMC's market dominance
Intel has reportedly approached senior executives at Samsung Electronics with a proposal to form a "foundry alliance" against the market-dominating TSMC. This move comes in the wake...
Tuesday 22 October 2024
Nvidia reportedly to co-develop custom chip tailored for India with Indian partners
Nvidia CEO Jensen Huang is set to visit India later this week, where the GPU and AI chip design company reportedly plans to co-develop a chip, capitalizing on the country's abundant...
Tuesday 22 October 2024
China's first 3nm SoC by Xiaomi marks a seven-year gap since its last launch, likely manufactured by TSMC
Xiaomi's self-developed 3nm chip has begun taping out, marking the first 3nm mobile SoC launched by a Chinese company, with TSMC anticipated as the manufacturer. However, neither...
Tuesday 22 October 2024
SiC prices plunge as Chinese capacity soars, reshaping semiconductor landscape
Silicon carbide (SiC) once thrived amid substrate shortages. However, 2024 saw a significant shift where Chinese manufacturers dramatically ramp up production, resulting in a collapse...
Tuesday 22 October 2024
Synnex eyes AI-driven growth and global expansion, downplays effects of US election
As geopolitical tensions persist, Synnex Chairperson Evans Tu has brushed off concerns about potential industry disruptions, asserting that any market shifts will have minimal impact...
Tuesday 22 October 2024
Utilization rate drops sharply for Chinese solar wafer leader
TCL Zhonghuan, a leading Chinese manufacturer of solar silicon wafers, has reportedly reduced its factory utilization rates, sharply cutting the working hours for its workers, according...
Tuesday 22 October 2024
Xiaomi-developed 3nm SoC speculation persists
At a public event in China, Jianguo Tang, the chief economist at the Beijing Municipal Bureau of Economy and Information Technology, inadvertently declared that Xiaomi's self-developed...
Monday 21 October 2024
AI research shakeup: Microsoft tops Google as Meta's influence soars
The announcement of the Nobel Prizes in Physics and Chemistry has affirmed Google's long-standing position in advancing AI research. However, with the rise of generative AI, competitors...