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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 19 June 2024
Optical processors: UK startup Lumai revolutionizes AI compute stack for next-level performance
Lumai, a spin out from the University of Oxford, was founded by a team with expertise in optics over two years ago, aiming to develop a new type of AI processor.
Wednesday 19 June 2024
China's solar ambitions stumble, industry players grapple with TOPCon cell oversupply woes
The solar cell sector in China has swiftly shifted from P-type PERC to N-type TOPCon technology over the past two years, leading to an oversupply situation. The industry's woes were...
Wednesday 19 June 2024
CATL breaks ground on Beijing site to supply BAIC, Xiaomi, Li Auto
CATL, the world's largest EV battery maker, started building another production site in China on June 18.
Wednesday 19 June 2024
Intel pitches foundry services to Chinese clients: can they use non-US fabs?
It is most peculiar to find Intel pitching customized process chip manufacturing services during an interview with Chinese media. Is the Intel Foundry also beckoning Chinese clients...
Wednesday 19 June 2024
TSMC chairman's visit to Europe - to negotiate prices for High NA EUVs and German subsidies
The visit of top Taiwan Semiconductor Manufacturing Company (TSMC) executives to Dutch semiconductor equipment manufacturer ASML in late May had many media speculating whether TSMC...
Wednesday 19 June 2024
Computer and automobile manufacturers urge India to reconsider anti-dumping duty on PCBs from China
India-based IT hardware companies and automakers are urging the Indian government to reconsider its anti-dumping duty on imported PCBs from China and Hong Kong, increasing their production...
Wednesday 19 June 2024
Former TSMC and UMC leadership unite to chart future semiconductor ecosystem
The Semi Impact Forum 2024 united investors, policymakers, and innovators from Taiwan and the UK in the semiconductor industry.
Wednesday 19 June 2024
Vietnam's US$1 billion power play: could blackout prevention jeopardize carbon commitments?
To prevent a repeat of the frequent blackouts in 2023, Vietnam has introduced a series of energy-saving measures.
Wednesday 19 June 2024
Intel's China 2.0 strategy and how it improves competitiveness, according to chairperson
Intel China chairperson and SVP Rui Wang told the Chinese media in an interview that with Intel's IDM 2.0 strategy in place, its China 2.0 strategy will also be implemented to face...
Wednesday 19 June 2024
Cisco bets big on Taiwan's tech prowess with third investment round
In a rare move, Cisco is doubling down on its commitment to Taiwan's digital future, launching a third round of investment through its Country Digital Acceleration (CDA) program....
Wednesday 19 June 2024
What's Taiwan's strategic role in the global AI landscape?
Taiwan, long known for its semiconductor prowess, is positioning itself as a critical hub in the global AI revolution, according to David Weng, CEO of Taiwania...
Wednesday 19 June 2024
Concerns over possible hostile takeover threat to parent company of SK Hynix growing
SK Group, the parent company of SK Hynix, has had its chairman, Chey Tae-won, face a historic divorce ruling. This circumstance raises concerns about potential hostile acquisitions...
Wednesday 19 June 2024
Vivo reportedly to open large plant in India amid regulatory scrutiny
China-based Vivo is set to open a large manufacturing facility in northern India. The company is reportedly looking for Indian partners to run the facility amid intensifying regulatory...
Wednesday 19 June 2024
Huawei ramping up Kirin chip output for smart wearables
After bearing the brunt of multiple rounds of sanctions in recent years, Huawei is now eyeing a resurgence thanks to the Kirin chips produced by its subsidiary HiSilicon.
Tuesday 18 June 2024
AI memory chip war heats up: SK Hynix allegedly uses NPE in proxy patent lawsuit against Micron
With the intensifying competition in the AI memory chip market, leading memory vendors like SK Hynix, Micron Technology, and Samsung Electronics are gearing up for proxy patent battles...