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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
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.
Tuesday 29 October 2024
Biden finalizes curbs on US investment in Chinese chip, AI tech
The Biden administration finalized restrictions on investments by US individuals and companies into advanced technology in China, including semiconductors, quantum computing, and...
Tuesday 29 October 2024
Automotive LED shipments to remain strong in Q4 amid growing overseas demand
As China relaxes car purchase restrictions while local governments start to introduce purchase subsidies, the automotive industry is entering its traditional peak in the fourth quarter,...
Tuesday 29 October 2024
Only a few will survive: low-price EV market not sustainable, warns supply chain
Though the 2024 Paris Motor Show has wrapped, the shockwaves sparked by low-cost EVs are still reverberating. Chinese automakers continue to dominate certain markets by slashing prices,...
Tuesday 29 October 2024
Automotive power semiconductor orders rise, yet market uncertainty persists
Taiwan-based makers have seen demand for power semiconductors pick up in China's automobile sector, but the automotive market remains challenging in the foreseeable future, according...
Tuesday 29 October 2024
China's 7nm smart driving chips gear up for production: SiEngine, Huixi eyes 2025-26 rollout
Several Chinese IC design houses are gearing up for volume production for smart driving applications in 2025 and 2026.
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Monday 28 October 2024
Can Intel and Samsung unite to challenge TSMC's foundry throne?
South Korea's Maeil Business Newspaper recently reported that Intel CEO Pat Gelsinger is seeking a face-to-face meeting with Samsung Electronics Chairman Jae-yong Lee to...
Monday 28 October 2024
Intel expands Chengdu facility with new server chip packaging and testing services
Intel announced plans to expand its Chengdu, Sichuan facility on October 28 to offer server chip packaging services. This expansion leverages the site's existing operations to address...
Monday 28 October 2024
CATL and BYD makes major EV investments in Indonesia
China-based Contemporary Amperex Technology (CATL) and BYD are making significant investments in Indonesia as the country seeks to establish itself in the electric vehicle (EV) ind...
Monday 28 October 2024
US Election final countdown: Trump blasts Taiwan and the CHIPS Act, proposes more tariffs
As the final countdown of the US election begins, Donald Trump has once again reiterated his criticism against Taiwan, suggesting it stole America's chip business and must be willing...
Monday 28 October 2024
Hyundai's IPO in India highlights ambition to boost EV production and export hub strategy in India
Hyundai Motor's Indian subsidiary (HMIL) has officially listed in India, raising US$3.3 billion in the country's largest IPO to date. Hyundai plans to leverage India's position as...