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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 11 October 2024
Microsoft boosts investment in Taiwan with data center, talent development, and sustainability initiatives
Microsoft has made significant strides in its investment in Taiwan, including the ongoing construction of a local data center and a successful digital talent development program....
Friday 11 October 2024
Huawei and Apple's latest smartphone sales battle it out in Shanghai flagship stores
On September 20, Huawei's Mate XT and Apple's iPhone 16 series launched simultaneously, sparking significant discussion in the industry. This timing is seen as a strong statement...
Thursday 10 October 2024
Powerchip Semiconductor cancels Japan Fab Project, sparking criticism from SBI chairman
Executives from Powerchip Semiconductor Manufacturing Corporation (PSMC) visited the Miyagi Prefectural Government in Japan to explain the reasons behind their decision to cancel...
Wednesday 9 October 2024
TSMC's September revenue hits second-highest; annual US$ revenue set to exceed target
TSMC's September 2024 revenue reached NT$251.873 billion (around US$7.75 billion), fueled by high demand for next-generation smartphone, AI, and PC chips from key clients such as...
Wednesday 9 October 2024
Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities
Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.
Wednesday 9 October 2024
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal...
Wednesday 9 October 2024
AMD set to become second largest client of TSMC's US fab; hinted at one year ago
TSMC's Fab 21 in Arizona has not yet fully commenced its first phase of mass production, but it is already producing Apple's A16 chip. Additionally, AMD may become the second major...
Wednesday 9 October 2024
China unveils domestic GPU ecosystem to reduce Nvidia dependence
China Mobile recently unveiled a chip architecture migration tool called "Xinhe" as part of the country's efforts to decrease its dependence on Nvidia's computing chips. The tool...
Wednesday 9 October 2024
TSMC reports 39.6% annual rise in September sales

On October 9, TSMC announced its financial results for September 2024.

Wednesday 9 October 2024
HHTD24: CDMS shortens product design time, says Jun Seki
Jun Seki, Foxconn's chief strategy officer, said at Hon Hai Tech Day (HHTD) that unlike their smartphones, notebooks (NB), and game consoles, Foxconn's strategy for electric vehicles...
Wednesday 9 October 2024
August semiconductor sales rise 20.6% with robust demand in Americas, says SIA
The Semiconductor Industry Association (SIA) has reported that global semiconductor industry sales amounted to US$53.1 billion in August 2024, reflecting a 20.6% rise from US$44 billion...
Wednesday 9 October 2024
Foxconn expands EV lineup: Model U, Model D take center stage alongside surprise reveals
Foxconn showcased its growing automotive expertise at HHTD24, unveiling the Model D electric SUV and Model U mid-sized electric bus. In his opening address, chairman and CEO Young-Way...
Wednesday 9 October 2024
China leads in robotaxi commercialization ahead of Tesla's 'We, Robot' reveal
Tesla's upcoming "We, Robot" announcement event on October 10 has fueled heightened anticipation for its autonomous robotaxi service. Tesla CEO Elon Musk has stated that the robotaxi...
Wednesday 9 October 2024
Why would TSMC increase stake investment in a mature-node foundry affiliate?
Taiwan Semiconductor Manufacturing Company (TSMC) announced on October 8 to subscribe to a NT$3.74 billion cash capital increase (approximately US$116 million) for Vanguard International...
Wednesday 9 October 2024
CHIPS Act waives environmental reviews, but power challenges persist
On October 2, 2024, US President Joe Biden signed new legislation allowing semiconductor fabs funded under the CHIPS and Science Act to bypass federal environmental review requirements...