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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 30 October 2024
Trump and Vance sing a different tune on Taiwan chips ahead of US election
As the US presidential election approaches, Republican candidate Donald Trump and running mate JD Vance have expressed markedly different views on Taiwan's semiconductor industry,...
Wednesday 30 October 2024
Chinese EV makers rush EU shipments ahead of 35% tariff initiation
Chinese electric vehicle manufacturers are accelerating their European shipments ahead of potential anti-subsidy tariffs of up to 35% that could take effect from November 1. While...
Wednesday 30 October 2024
Samsung enters the SiPh race with I-Cube So/Eo, challenging TSMC and China's rising stars
Samsung Electronics and TSMC are ramping up the development of SiPh technology to handle the exponential data growth driven by AI applications. The Seoul Economic Daily reports...
Wednesday 30 October 2024
Taiwan's Thunder Tiger showcases cutting-edge suicide drones at military expo
As the only Taiwanese exhibitor at the 2024 Association of the United States Army (AUSA) show, Thunder Tiger is strengthening its presence for the second consecutive year, demonstrating...
Wednesday 30 October 2024
Hon Precision secures orders from top US CSPs, riding the CoWoS growth wave
Hon Precision, Inc. (HPI), based in Taiwan, will be listed on the Emerging Stock Board (ESB) on October 31. The company, which specializes in backend semiconductor test handlers and...
Wednesday 30 October 2024
TSMC faces the localization test amid globalization's waning influence
On October 26th, the TSMC "family" gathered for its annual sports day, with founder Morris Chang calling it his favorite day of the year. Hosting for the first time, Chairman C.C...
Wednesday 30 October 2024
iPhone 17 reportedly being developed in India as made-in-India export value surges
Apple is reportedly starting the design and development of the iPhone 17 in India, a significant milestone for the made-in-India iPhones. This shift coincides with rumors of a surge...
Tuesday 29 October 2024
South Korean expat detained in China over alleged semiconductor espionage under new spy law
A South Korean expatriate has been arrested and detained in China on suspicion of engaging in espionage activities, marking the first arrest of a South Korean national since the implementation...
Tuesday 29 October 2024
Intel's US fab ambitions clash with election-year politics
In July 2022, Congress passed the CHIPS and Science Act, the largest-ever federal funding package for semiconductor manufacturing—a milestone Intel CEO Pat Gelsinger has devoted...
Tuesday 29 October 2024
Can Samsung, Intel rise above challenges? Different strategies for IDM, pure foundry models
The third quarter financial results for both Samsung Electronics (Samsung) and Intel are set to be released on October 31, 2024. The outcome likely hinges on how well their management...
Tuesday 29 October 2024
Indonesia continues iPhone 16 ban due to local sourcing rules
The Indonesian Ministry of Industry said that Apple's iPhone 16 series could not be sold due to non-compliance with the domestic component level certificate (TKDN) requirements.
Tuesday 29 October 2024
Australian AI chip startup AIcraft builds Asia supply chain, starting in Taiwan
Australian artificial intelligence chip startup AIcraft is expanding its footprint in Asia-Pacific, betting on partnerships with Taiwanese technology firms to strengthen its position...
Tuesday 29 October 2024
China begins tightening rare earth supply
The Chinese government has significantly tightened restrictions on foreign companies, especially semiconductor manufacturers, making it much more difficult to acquire various rare...
Tuesday 29 October 2024
Unveiling Sophgo: TSMC's mysterious client and the compliance challenges facing Chinese firms
The ongoing controversy regarding Huawei's semiconductor dealings has led Sophgo, a Chinese client of TSMC, to clarify its relationship with Huawei. As the US imposes stricter export...
Tuesday 29 October 2024
BYD's October surge boosts Taiwan's supply chain gains in Q4
BYD's new energy vehicle (NEV) sales excelled in October, buoying the performance of its Taiwanese suppliers in the fourth quarter of 2024, according to market sources.