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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 25 September 2024
TSMC adopts SMC's chillers for 2nm trial production
Japan-based SMC has announced that it has shipped chillers to TSMC for the trial production of 2nm chips. SMC is launching chiller products specifically for advanced semiconductor...
Wednesday 25 September 2024
China's startups fast-track solar revolution with perovskite technology
Japan may have pioneered perovskite solar cell (PSC) technology, but mass production remains elusive. In China, however, at least six startups are racing ahead, building PSC factories...
Wednesday 25 September 2024
JCET expands HBM packaging and testing as China accelerates domestic production
The Biden administration is considering imposing restrictions on the import of high-bandwidth memory (HBM) and related equipment into China, fueling growing demand for domestic substitutes...
Wednesday 25 September 2024
China leverages compute-in-memory technology to overtake HBM in AI chip development
The explosive growth of artificial intelligence (AI) has created an unprecedented demand for computational power. As the chip industry faces physical limitations in the post-Moore's...
Wednesday 25 September 2024
China-based solar companies undergo new wave of migration to avoid tariff barriers
A new round of US Section 301 sanctions will come into effect on the 27th, imposing a 50% tariff on Chinese-produced solar cells. These policies are compelling China-based solar companies...
Wednesday 25 September 2024
Taiwan IC design houses urged to accelerate migration to advanced nodes
Taiwan's government is urging local IC design houses to speed up their migration to advanced semiconductor manufacturing processes to avoid cut-throat pricing competition from China...
Wednesday 25 September 2024
BYD and others to challenge Tesla in China's fully electric SUV market
BYD and other Chinese electric vehicle (EV) makers are launching a range of fully electric SUVs that are intended to take on the Tesla Model Y. Chinese EV brands led by BYD have launched...
Wednesday 25 September 2024
Chinese chipmakers gearing up for Huawei's next flagship launch despite hefty cost
Huawei is preparing to launch its latest flagship Mate 70 series, a product bolstered by substantial government support and suppliers, particularly SMIC, who are reportedly sacrificing...
Tuesday 24 September 2024
China's mature chip dominance looms, Taiwan IC designers urged to prioritize sub-7nm
China is poised to take the lead in the global market for mature semiconductor manufacturing processes as it continues to expand its production capacity. Industry experts warn that...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 24 September 2024
Japan launches US$400M hydrogen fund to accelerate global clean energy transition
Japan has officially launched the Japan Hydrogen Fund, a US$400 million initiative aimed at advancing the global hydrogen supply chain and reducing barriers to clean energy adoption...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Tuesday 24 September 2024
Military spending hits new highs, Taiwan's Transcom capitalizes on global demand
Multiple pager and walkie-talkie explosions in Lebanon have heightened tensions across the Middle East, fueling a surge in global military expenditures. As conflicts flare up in various...
Tuesday 24 September 2024
AUO emphasizes three pillars in strategy shift as LCD market evolves
As Japanese and Korean LCD manufacturers exit the market in response to Chinese competition, Taiwan-based AUO is strategically pivoting its business model. The company is reducing...