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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
Wednesday 24 July 2024
Taiwan offshore wind industry faces delays, shifts focus to Japan and Korea
Taiwan's offshore wind power industry, once heralded as a cornerstone of the country's green energy transition, is now grappling with significant challenges. Policy shifts and supply...
Wednesday 24 July 2024
Intel Foundry faces hurdles in European expansion and performance struggles
Intel has confirmed that part of its European investment project has been shelved due to economic reasons, highlighting the chipmaker's challenges in its foundry business, which relies...
Wednesday 24 July 2024
Samsung unveils the ultra-thin Galaxy Z Fold6 Slim to compete with Chinese rivals
Samsung Electronics, fresh off its July 2024 launch of new foldable phones, is gearing up to introduce a sleeker, more lightweight model: the Galaxy...
Wednesday 24 July 2024
Post-Biden-exodus, Democratic candidates and supply chain prospects
On July 21, US President Joe Biden announced that he would not seek re-election, a decision that adds new variables to the semiconductor and electronic manufacturing supply chain...
Wednesday 24 July 2024
Outlook for Taiwan export orders optimistic
The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.
Wednesday 24 July 2024
Chinese IC self-sufficiency efforts vary for automotive MCUs, MOSFETs
China has intensified its pursuit of IC self-sufficiency, but efforts differ for automotive microcontroller units (MCUs) and MOSFETs, according to industry sources.
Wednesday 24 July 2024
NXP doubts Tier-1 auto customer inventory policies, details new JV with VIS
NXP reported that its performance was affected by its customers' inventory management practices. Despite this, the company expressed strong confidence in its joint venture with Taiwan-based...
Wednesday 24 July 2024
TI results offer hope amid 300mm capacity expansion for enhanced resilience
Texas Instruments (TI) provided financial guidance that is slightly lower than expectations. The company's capital expenditure (Capex) plan is progressing smoothly, indicating significant...
Tuesday 23 July 2024
TSMC stands firm amid high costs and Trump's criticism, global chip mass production on target
Despite high costs and labor shortages, TSMC has adhered to its international plans to build wafer fabrication plants in Japan, the United States, and Germany.
Tuesday 23 July 2024
Experts call for more support from South Korean government to fend off OLED panel competition from China
Although still leading in OLED panel production globally, South Korea now faces a fierce challenge from China's rapidly advancing display panel industry and this shift has sent shockwaves...
Tuesday 23 July 2024
EU tariff dilemma: Balancing anti-subsidy measures on Chinese EVs with economic reliance
The European Union finds itself at a crossroads as it considers implementing anti-subsidy provisional tariffs on Chinese electric vehicle (EV) imports by the end of November. This...
Tuesday 23 July 2024
TSMC outpaces Samsung in HPC revenue growth for 2Q24
TSMC's high-performance computing (HPC) revenue share continued to rise in Q2 2024, boosting overall performance. Although Samsung Electronics aims to increase its HPC sales proportion,...
Tuesday 23 July 2024
Taiwan-based semiconductor, PCB firms expect minimal impact from US election
Despite President Joe Biden's recent announcement of his withdrawal from the 2024 race and his endorsement of Vice President Kamala Harris, Taiwan-based supply chain companies remain...
Tuesday 23 July 2024
Chinese NAND flash maker YMTC sues Micron in US over alleged patent infringement
Yangtze Memory Technologies (YMTC) has filed a lawsuit against Micron Technology in the US, accusing the American memory vendor of infringing its 3D NAND patents in a range of prod...
Tuesday 23 July 2024
TSMC braces for potential geopolitical variables
TSMC is believed to have adopted three critical strategies in anticipation of the potential geopolitical influences that may arise from the forthcoming US presidential election.