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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 28 October 2024
China remains a key player in mature processes, set to invest over US$100 billion in capacity expansion over the next three years
Amid the surge of investments in the semiconductor sector, China's focus on mature process technologies is essential. In a recent interview in Shanghai, SEMI China President Lung...
Monday 28 October 2024
Covid-19 supply chain fallout hits maritime sector, but recovery expected in 2025
The Covid-19 pandemic wreaked havoc on supply chains, impacting not only consumer electronics but also specialized maritime equipment. Ubiqconn, a subsidiary of Popular Holdings,...
Monday 28 October 2024
Taiwan unveils defense plan to shield major science parks from potential Chinese drone strikes, blockade
The surge in Chinese military exercises near Taiwan underscores an urgent need to fortify the island's infrastructure, as the risk of gray-zone tactics escalating into a full-scale...
Monday 28 October 2024
Korean chipmakers lukewarm on India's semiconductor expansion
As the US persists with its chip restrictions on China, global semiconductor firms are increasingly eyeing India as a prime investment destination. Capitalizing on this trend, India...
Monday 28 October 2024
Foxconn's US$31.8 million equipment buy from Apple signal major iPhone production boost in India
On October 24, Foxconn's Indian subsidiary, Foxconn Hon Hai Technology India Mega Development Private Limited, announced a transaction with Apple Operations Limited to acquire a batch...
Monday 28 October 2024
China's auto industry embraces local chip production with RISC-V architecture
China's automotive sector increasingly recognizes the critical importance of local chip production, prompting a shift towards the open-source RISC-V instruction set architecture....
Monday 28 October 2024
Huawei sparks new tech war tensions over advanced chip flows
The reported transfer of TSMC's advanced chips to Huawei has triggered concerns over potential violations of US sanctions. Taiwan's Ministry of Economic Affairs has launched an investigation,...
Monday 28 October 2024
TSMC Arizona chip yields surpass Taiwan's, a win for US push
Taiwan Semiconductor Manufacturing Co. has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for...
Friday 25 October 2024
SK Hynix dismisses HBM oversupply concerns, deepens TSMC partnership for HBM4 development
SK Hynix delivered a record-breaking performance in the third quarter of 2024 with both revenue and operating profit reaching all-time highs, driven largely by its dominance in high...
Friday 25 October 2024
iPhone 16 sales surge in China and Taiwan, but challenges persist
Following the iPhone 16's release, robust sales reports have emerged from China and Taiwan, with market analysts anticipating continued growth driven by upcoming e-commerce holiday...
Friday 25 October 2024
Garmin targets double-digit growth in Indian wearables market amid fierce competition
Garmin aims for double-digit growth in India, where rising health consciousness presents new opportunities despite fierce competition from local brands and Chinese smartphone maker...
Friday 25 October 2024
Tech giants bet on nuclear to power AI: can governments keep up?
The industry's trio of cloud service providers (CSPs) are actively embracing nuclear energy with unprecedented enthusiasm, signaling a major shift in the global energy landscape....
Friday 25 October 2024
Foxconn procures equipment for making iPhone Pro series in India as Apple reportedly seeks new local suppliers
Apple is expanding its manufacturing capabilities in India. Foxconn is acquiring equipment for its Indian subsidiary, and Apple is actively searching for more local suppliers. Additionally,...
Friday 25 October 2024
Intel reportedly invites Samsung to form foundry alliance, aiming to catch up to TSMC
Recent reports from South Korea suggest that Intel has privately initiated discussions with Samsung Electronics to explore the possibility of forming a "foundry alliance." Both companies...
Friday 25 October 2024
Global wafer foundry industry, 2025 and beyond
The global wafer foundry industry will see a CAGR of 11.5% for its revenues in the six-year period from 2024-2029.