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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 4 October 2024
Taiwan's AI revolution: Sovereign AI applications set to launch in 2025
At a recent Legislative Yuan session, National Science and Technology Council (NSTC) Minister Cheng-wen Wu addressed legislators' concerns about Taiwan's AI standing. According to...
Friday 4 October 2024
Europe uses geographical advantage to combat power consumption
The rise in artificial intelligence (AI) demand has led to a corresponding increase in data center requirements. However, finding locations with sufficient power to support these...
Friday 4 October 2024
TSMC, Amkor sign MOU for advanced packaging at US facility, Apple to be first customer
TSMC and Amkor Technology, the world's second-largest semiconductor packaging and testing firm, announced on October 4 the signing of a memorandum of understanding (MOU) to deliver...
Friday 4 October 2024
Taiwanese supply chain resilient against Typhoon Krathon; global concerns shift to labor strikes and geopolitical tensions
Typhoon Krathon has hit Taiwan with significant force, moving slowly across the island. As of October 3rd, southern Taiwan, including Kaohsiung, Tainan, and Pingtung, is experiencing...
Friday 4 October 2024
Apple to source OLED panels from China for next-gen iPhone SE
According to industry sources, Apple has begun sourcing OLED panels from BOE and other Chinese manufacturers for its next-generation iPhone SE series. Rumors suggest that Apple plans...
Friday 4 October 2024
Opportunities for non-Chinese supply chains arise from Russia-China friendship
In response to China and Russia's growing friendship, the US Department of Commerce proposed a ban on smart vehicles that would restrict the use of Chinese and Russian software and...
Friday 4 October 2024
HP eyes Taiwan R&D cuts, considers shift to Singapore amid changing supply chain strategy
Rumors have circulated in the PC market that Hewlett-Packard (HP) is adjusting its workforce in Taiwan, with plans to reduce staff in two phases starting in October.
Friday 4 October 2024
Effects of possible US sanction on Chinese displays remain to be seen, says SDC president
As more reports emerge regarding the possible sanction on Chinese displays, the industry is looking out for further movement from the United States. South Korean media reported that...
Friday 4 October 2024
China's AI compute power gap spurs rise of 10,000 GPU interconnected networks
The 2024 China Computing Power Conference highlighted the ongoing challenges in China's AI computing capabilities. Experts emphasized the need to address China's computing power gap...
Friday 4 October 2024
Global and Taiwan AI healthcare markets estimated to see robust CAGR from 2023 to 2030, says DIGITIMES Research
The market size of AI applications for healthcare was US$19.2 billion in 2023, and DIGITIMES Research estimates that the market will grow at a compound annual growth rate (CAGR) of...
Friday 4 October 2024
Chinese AI chips need to address 'fragmentation' to fully utilize computing power from clusters
At the 2024 China Computing Power Conference, Xiao-hui Yu, President of the China Academy of Information and Communications Technology (CAICT), analyzed the newly released "China...
Friday 4 October 2024
Taiwan electronics industry thriving despite global manufacturing weakness
Taiwan's electronic components exports swung back to growth in August 2024, hitting a record in the amounts of orders for the same month, despite weakness in the global manufacturing...
Friday 4 October 2024
Micron expands hiring in Taiwan, Japan amidst HBM production demand
In anticipation of favorable market conditions, Micron Technology will implement extensive talent recruitment initiatives in Taiwan and Japan, according to the US memory chip vendo...
Friday 4 October 2024
Intel embraces TSMC 3nm to safeguard PC dominance
After five years of development, Intel's Core Ultra 200V processor family, codenamed Lunar Lake, has been confirmed for manufacturing on TSMC's 3nm process, ushering in a shift in...
Thursday 3 October 2024
India deploys three supercomputers
India has made significant strides in supercomputing, launching three PARAM Rudra supercomputers and two High-Performance Computing Systems. These powerful machines will be instrumental...