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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
Thursday 15 August 2024
Intel enters smart cockpit chip market amid intensifying Chinese market
Qualcomm is no longer the only company to have entered the smart cockpit field as more manufacturers aim for autopilot development. Even Intel, which has been lagging behind, is in...
Thursday 15 August 2024
Foreign auto chipmakers gain less from Chinese EV growth
China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the...
Wednesday 14 August 2024
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half...
Wednesday 14 August 2024
TSMC approves US$29.6 billion capex for capacity expansions, tech upgrades
TSMC's board of directors has approved a significant capital budget of US$29.615 billion aimed at enhancing the company's advanced process capacities and upgrading packaging technology...
Wednesday 14 August 2024
China smartphone AP shipments, 2Q 2024
Global AP shipments to Chinese smartphone brands are expected to rise by 9.3% sequentially in the third quarter of 2024, driven by the peak season and the vendors' inventory preparation...
Wednesday 14 August 2024
Taiwan-based manufacturers weather typhoon Gaemi: exports surge and expansion persist despite storm
Typhoon Gaemi, which made landfall on July 24, caused a two-day halt in work across Taiwan, raising concerns of potential economic losses running into hundreds of billions of dolla...
Wednesday 14 August 2024
Taiwan firm taps into Amazon's supply chain, captures logistics robot market
As the market eagerly awaits the rise of humanoid robots, Taiwan's leading precision gear reducer manufacturer, Apex Dynamics, believes it will take time for the technology to matu...
Wednesday 14 August 2024
China-based brands shoot for Vietnam's high-end mobile phone market
Vietnam's smartphone market is becoming more competitive, and every company is fighting for business opportunities in AI and high-end mobile phones.
Wednesday 14 August 2024
SK Hynix invests in M16 DRAM production expansion, expects to increase monthly capacity by 18%
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase...
Wednesday 14 August 2024
Penang to host inaugural 2024 Asia-Pacific Semiconductor Summit with strong Chinese presence
Malaysia, after hosting SEMICON Southeast Asia in May, is set to hold the first Asia Pacific Semiconductor Summit and Expo (APSSE) from October 16 to 18, showcasing the country's...
Wednesday 14 August 2024
Taiwan IPC makers eye China market recovery amid challenges
Taiwan's industrial PC (IPC) manufacturers are optimistic that the Chinese market is poised for recovery after a sharp decline caused by the dual impacts of the pandemic and geopolitical...
Wednesday 14 August 2024
Taiwan's drone industry grapples with rapid product cycles and short-term focus
Taiwan's drone industry faces significant challenges as it attempts to align with the country's defense initiatives and compete in the global market. The rapid pace of product iteration...
Wednesday 14 August 2024
Why Intel has also struggled to manufacture chips in Arizona
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project...
Wednesday 14 August 2024
TSMC scaling up equipment and engineering orders for fast plant expansions
TSMC has been placing large volumes of orders for production equipment and factory engineering projects in support of its fast capacity expansion, dispelling skepticism about the...
Tuesday 13 August 2024
Taiwan's drone industry gains momentum, sparks annual expo debut in October
Taiwan's government is intensifying its efforts to develop the domestic drone industry, designating it as one of the five key pillars in the nation's trusted supply chain initiative...