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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 20 August 2024
Challenges ahead for Europe's first 12-inch wafer fab
Following investments in wafer fabs in the US and Japan, TSMC is scheduled to hold a groundbreaking ceremony for its wafer fab in Dresden, Germany, on August 20. The fab is expected...
Monday 19 August 2024
Uber-backed e-scooter startup Lime enters Japan after South Korea exit
Uber Technologies Inc.-backed Lime is entering Japan's growing e-scooter ride market in a foray that pits the San Francisco-based startup against homegrown Luup KK.
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Regionalized production benefits Foxconn
The US-China trade war, combined with the COVID-19 pandemic and subsequent global supply chain relocations, has benefited Foxconn due to its diversified global footprint.
Monday 19 August 2024
Intel Foundry's push for self-sufficiency could pave way for spin-off and rebranding
Is it time for Intel Foundry (IF) to be spun off as an independent entity? During the 2008-2009 financial crisis, AMD was forced to divest its wafer fabrication division, offloading...
Monday 19 August 2024
Apple's Chinese strategy hangs in balance as it figures out partnership with WeChat
Apple's competitive yet cooperative relationship with WeChat, the leading social media platform in China, is being closely observed as Apple, known for being quite assertive, figures...
Monday 19 August 2024
AMEC confident in lawsuit against US DoD
Backed by strong support from the Chinese government and the inconsistent actions of the US, Chinese semiconductor equipment manufacturer Advanced Micro-Fabrication Equipment (AMEC)...
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Japan faces financial resource issues following Kishida's resignation
Japanese prime minister Fumio Kishida is stepping down before the end of September 2024. Many policies from his administration require large budgets, including providing subsidies...
Monday 19 August 2024
Taiwan's new localization rules stun auto industry, MG brand hit hardest
A new set of regulations governing mandatory local supply chain cooperation value ratios, announced by Taiwan's Ministry of Economic Affairs (MOEA) on July 30 and swiftly implemented...
Monday 19 August 2024
TSMC Japan fab forms industry cluster; can German site replicate?
With Intel and Wolfspeed delaying the development of facilities in Germany, TSMC will break ground on a new plant in Dresden on August 20, which is critical for Germany, according...
Monday 19 August 2024
A decade of opposites: Intel's IDM woes vs. AMD's fabless triumph
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market...
Monday 19 August 2024
Automakers continue to adjust business in China; supply chain prepares backup plan
In recent years, business for joint venture automakers in the Chinese market is no longer smooth sailing, facing increasing challenges. As a result, many have adjusted their local...
Monday 19 August 2024
Huawei's Ascend 910C: a potential threat to Nvidia's dominance in China's AI chip market
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat...
Monday 19 August 2024
Intel's layoffs vs Samsung's labor disputes: shaping future semiconductor competition
Intel's underwhelming second-quarter 2024 financial results have prompted the company to announce plans to cut 15% of its workforce, approximately 15,000 employees, aiming to save...