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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
Monday 23 September 2024
First OSAT facility supported by former cricketer inaugurated in Maharashtra, India
India-based RRP Electronics inaugurated an INR120 billion (US$1.4 billion) OSAT facility in Maharashtra, the second chipmaking project after Adani-Tower Semiconductor's wafer fab...
Monday 23 September 2024
Shifting winds: Taiwan's offshore energy localization policy faces turbulence under EU pressure
Taiwan's offshore wind industry finds itself in the eye of a storm as the European Union's World Trade Organization (WTO) complaint against local content requirements threatens to...
Monday 23 September 2024
China reportedly bypasses US DRAM tariffs via South Korea
China has successfully circumvented US tariffs on DRAM modules through South Korea, leading to a sharp drop in direct exports of Chinese DRAM modules to the US and a corresponding...
Monday 23 September 2024
Intel spins off IFS as subsidiary to enhance financial transparency, secure funding
In February 2024, Intel began independently reporting revenue and profit data for Intel Foundry Services (IFS), distinguishing it from the main product division. This strategic move...
Monday 23 September 2024
Skyworth sells stake in LG Display's Guangzhou LCD factory amid panel industry consolidation
Skyworth Group, through a subsidiary, has sold its stake in LG Display's LCD factory in Guangzhou, paving the way for both companies' strategic adjustments as the highly competitive...
Monday 23 September 2024
Qualcomm's rumored Intel acquisition faces antitrust, financing, and other hurdles
As Intel strives to improve its financial performance, rumors of a potential acquisition by Qualcomm—likely a partial takeover—have surfaced. However, the success of such...
Monday 23 September 2024
Speculation mounts over potential discontinuation of Nvidia's H20 chip as US export review approaches
As the US's annual review of export control approaches, speculation is mounting in the Chinese market regarding the potential discontinuation of Nvidia's H20 chip, a specialized version...
Monday 23 September 2024
Fed rate cut boosts optimism among Taiwanese electronics distributors
The Federal Reserve announced a rate cut of 25 basis points, signaling the beginning of a rate-cutting cycle for the first time in four years. Electronic component distributors believe...
Monday 23 September 2024
Taiwan imports from South Korea rise 70%, signaling trade shifts
Data from the South Korean Ministry of Trade, Industry, and Energy indicates that computer exports surged by 183.2% in August 2024, while maritime vessel exports rose by 80%. Additionally,...
Monday 23 September 2024
Qualcomm circles Intel for takeover: biting off more than it can chew?
The Wall Street Journal reported that Qualcomm has approached Intel...
Monday 23 September 2024
US and India to build national security fab, GlobalFoundries to set up R&D center in Kolkata
As the US hosted the Quad Leaders Summit in Delaware, the US and India intensified their semiconductor collaboration by launching a series of initiatives, including a semiconductor...
Friday 20 September 2024
Nvidia teams up with AI firm G42 to create climate tech lab
Nvidia Corp. is teaming up with Abu Dhabi-based G42 to create a climate technology lab, marking its first partnership with the United Arab Emirates' top artificial intelligence fir...
Friday 20 September 2024
Samsung unlikely to follow Intel's foundry spinoff initiative
Intel's ongoing foundry spinoff initiative presents both opportunities and risks, potentially serving as a critical reference for Samsung Electronics as it formulates future strategies...
Friday 20 September 2024
Taiwan's edge in AI: how hardware, not software, holds the key to success
Amidst the ongoing global technology race, Taiwan has emerged as the hardware powerhouse enabling the surge of AI across the world.
Friday 20 September 2024
Samsung Display to expand Vietnam production base with investment up to US$1.8 billion
Samsung Display Vietnam (SDV) has announced plans to expand its production facility in Bắc Ninh Province, Vietnam, with an investment of up to US$1.8 billion in Yên Phong...