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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 5 June 2024
Micron has advantage in HBM4 orders for Nvidia's Rubin platform, said South Korean media
Nvidia CEO Jensen Huang disclosed that the next-generation Rubin platform will be equipped with 6th-gen high bandwidth memory - HBM4 at...
Wednesday 5 June 2024
Gelsinger's canceled visit has South Korean industry concerned about marginalization in AI semiconductors
After delivering a keynote speech at Computex 2024, Intel CEO Pat Gelsinger was originally scheduled to visit South Korea on June 5 to attend Intel's AI forum. However, recent reports...
Wednesday 5 June 2024
Different EV strategies polarize Japanese automotive parts suppliers' outlook
The rapid growth of the global battery EV market ended in the second half of 2023.
Wednesday 5 June 2024
Intel sells 49% stake in Irish wafer fab to share costs amid global manufacturing expansion
According to Intel's press release, the chip giant and Apollo signed a definitive agreement under which Apollo-managed funds and affiliates will lead an investment of US$11 billion...
Wednesday 5 June 2024
For Big Fund Phase 3, the devil is in the funding structure details
The long-rumored third phase of China's national semiconductor fund, commonly known as "the Big Fund," has finally been officially announced. The fund scale of CNY344 billion (US$47.5...
Wednesday 5 June 2024
How Taiwan is related to Nvidia's rise to stardom in the AI Era

Nvidia, founded in 1993, has established itself as a leading player in the Graphics Processing Unit (GPU) market.

Wednesday 5 June 2024
Arm and Nvidia CEOs share the spotlight at MediaTek's keynote, leading to heated speculation of future partnership
MediaTek CEO Rick Tsai had some surprises in store during his Computex 2024 keynote speech: Arm CEO Rene Haas and Nvidia CEO Jensen Huang joined him on stage, a tantalizing hint of...
Wednesday 5 June 2024
Tower Semiconductor awaits approval for wafer fab proposal following Indian general elections
After India approved three chipmaking proposals earlier this year, Tower Semiconductor's wafer fab proposal is in the spotlight as India's general elections conclude.
Wednesday 5 June 2024
Challenges lie ahead for Nvidia autonomous driving solutions
Nvidia CEO Jensen Huang said at a pre-Computex speech that Mercedes-Benz will adopt Nivida's Drive AV system in 2025 and other major carmakers will follow suit in 2026. While maintaining...
Tuesday 4 June 2024
Gelsinger celebrates AI PC moment at Computex 2024, forecasting Intel's 40th anniversary party in Taiwan next year
Confidently taking the stage at Computex Taiwan 2024, "the heartland of the ecosystem," Intel CEO Pat Gelsinger took a famous quote from Gordon Moore and added onto it by telling...
Tuesday 4 June 2024
TSMC stays unchallenged, says company CEO
On June 4, TSMC hosted its annual shareholder meeting, during which the pure-play foundry re-elected its board of directors. In answer to a query at today's meeting regarding whether...
Tuesday 4 June 2024
What's delaying Taiwan's LEO communication satellite program?
Taiwan's effort to build its own low Earth orbit (LEO) communication satellites has turned out to be harder than expected, as the country's electronics industry has long been geared...
Tuesday 4 June 2024
TV sales show success in China's first week of 618 promotions
The China 618 mid-year promotion kicked off early on May 20.
Tuesday 4 June 2024
TV panel price increase to halt in June as Chinese manufacturers reduce availability
The recent surge in LCD TV panel prices is nearing its end.
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...