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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 13 August 2024
Microsoft expands AI push in Taiwan with US$308 million fund
Microsoft's Asia Pacific tech conference, DevDays Asia, has reached its ninth year in Taiwan.
Tuesday 13 August 2024
Taiwan stands firm to keep advanced semiconductor R&D despite US pressure
In addition to Republican Presidential Candidate Donald Trump demanding Taiwan to "give back" more for its safety amid the geopolitical uncertainties, the United States has reportedly...
Tuesday 13 August 2024
China smartphone market, 2Q 2024
China's smartphone market saw shipments rise to nearly 72 million units in the second quarter of 2024 with volumes to slip in the third quarter before picking up in the fourth quar...
Tuesday 13 August 2024
Intel faces mounting challenges under Gelsinger
Since taking the helm in February 2021, Intel CEO Pat Gelsinger has grappled with mounting losses at the company's foundry division. A critical challenge is establishing Intel Foundry...
Tuesday 13 August 2024
China's foundries surge ahead: SMIC and Hua Hong at full capacity amidst rising domestic demand
China's leading foundries, SMIC and Hua Hong Semiconductor, have seen their newly added 12-inch production capacity fully utilized, absorbing a surge in domestic orders.
Tuesday 13 August 2024
SK Hynix to face challenges for US fab despite subsidies
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Monday 12 August 2024
China gaining self-sufficiency in semiconductor equipment, but crucial exposure tools remain constrained
The US chip prohibition has limited China's access to cutting-edge semiconductor manufacturing equipment. As a result, China has in recent years become increasingly self-sufficient...
Monday 12 August 2024
China fab tool industry poised to make significant strides, says AMEC CEO
Advanced Micro-fabrication Equipment (AMEC), a China-based semiconductor equipment manufacturer, has emerged as a formidable competitor to Applied Materials, Lam Research, and other...
Monday 12 August 2024
Shifting focus: how VCs in India are turning to deep tech
Last week, India's startup ecosystem reached another milestone as EV company Ola went public, joining the ranks of several other firms that have made similar moves in recent years.
Monday 12 August 2024
TSMC leads as SMIC struggles with government dependency
The semiconductor foundry industry's first-half results and second-half outlook reveal a growing divide between the dominant players and those struggling to keep up. As expected,...
Monday 12 August 2024
Advanced AI solutions urgent to tackle language barriers amid rapid TSMC expansion
Taiwan's tech giants, such as TSMC, are expanding globally to mitigate risks from the US-China trade war and geopolitical tensions, facing challenges from regional language and cultural...
Monday 12 August 2024
Thailand transforms into EV hub as Chinese manufacturers gain ground amid economic challenges
Thailand, a key automotive hub in Southeast Asia, is undergoing a significant shift towards electric vehicles (EVs). Driven by government incentives, many Chinese companies are entering...
Monday 12 August 2024
Intel unveils discrete GPU for automotive AI
Intel recently introduced its first discrete graphics processing unit (dGPU), known as the Intel Arc graphics for automotive. The product is set to be commercially deployed in vehicles...
Monday 12 August 2024
Taiwan eases language barriers to retain global tech talent
The Taiwanese government and industry have been striving to retain top overseas talent through scholarships, health insurance, and various incentives.
Friday 9 August 2024
Can Pat Gelsinger inherit Andy Grove's culture and lead Intel to a revival?
Intel, once a titan of innovation in the tech world, now faces significant challenges in a fiercely competitive semiconductor market.