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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 28 May 2024
China can break through US EUV ban with mature-node innovation, but how?
China's Huawei claims to have successfully achieved domestic substitution of using its self-developed 7nm and 5nm chips in its smartphones and has boosted market standings of HiSilicon...
Tuesday 28 May 2024
China retaliates in automotive trade war with tariffs on European cars
Foreign media reports indicate that China is considering imposing a 25% tariff on large-engine fuel vehicles imported from Europe, specifically targeting cars with engines larger...
Tuesday 28 May 2024
Chinese EV battery makers to accelerate production relocation
Contemporary Amperex Technology (CATL) and other Chinese Electric Vehicle (EV) battery providers are looking to accelerate production relocations in response to new tariffs imposed...
Tuesday 28 May 2024
China, Japan, and South Korea aim to strengthen supply chains at trilateral summit, Samsung eyes expanded role in China
Chinese Premier Li Qiang, South Korean President Yoon Suk Yeol, and Japanese Prime Minister Fumio Kishida recently held a trilateral summit in South Korea to deepen economic, trade,...
Tuesday 28 May 2024
Russia to produce 350nm chips with its self-developed lithography machines in 2024, says Chinese media
Vasily Shpak, Deputy Minister of Industry and Trade of the Russian Federation, was quoted by Ijiwei, a Chinese media focusing on semiconductor news that Russia will soon...
Tuesday 28 May 2024
China unveils semiconductor standards, potentially creating distinct ecosystem
China has released two new semiconductor standards set to take effect later in 2024, signaling its intention to build a distinct semiconductor ecosystem that may diverge from the...
Tuesday 28 May 2024
SiC substrate prices falling in China
Abundant supply in China has domestic SiC substrate prices falling sharply since early 2024, according to industry sources.
Monday 27 May 2024
US lawmakers, Nvidia boss visit Taiwan after Chinese drills
A bipartisan delegation of US lawmakers and Nvidia boss Jensen Huang arrived separately in Taiwan on Sunday, a day after China ended its biggest military exercise in a year around...
Monday 27 May 2024
South Korea looks to bolster IC design sector, currently 1% of global market
South Korea has unveiled a support package to strengthen its semiconductor industry and catch up with international rivals. The plan aims to support large companies and weaker sectors,...
Monday 27 May 2024
Taiwan fab tool makers see demands rising in US and Europe
Onshoring efforts of semiconductor manufacturers have spurred the demand for more cost-effective fab tools. Fab machinery makers in Taiwan, including the supply chain partners of...
Monday 27 May 2024
Mature processes make comeback amidst US-China race to expand production
Based on the scale of the subsidies for fab construction given through the US Chips Act, advanced manufacturing processes remain the gold standard in chip manufacturing. This is especially...
Monday 27 May 2024
Generative AI fuels Nvidia chip sales, shifts Taiwan's export dynamics
Generative AI has ignited a boom in Nvidia chip sales, with DRAM manufacturers offering HBM products also seeing a surge in orders.
Monday 27 May 2024
Innovation vs. regulation: Taiwan struggles to balance AI legislation amid global scrutiny
As global AI regulations gain momentum, Taiwan—a key player in AI hardware—has yet to finalize its "Artificial Intelligence Basic Act."
Monday 27 May 2024
Will Chinese EV makers leverage declining sales to limit losses?
The cutthroat price competition in China in the past year has pressured many local automakers, resulting in significant losses. Some companies might have accepted their falling EV...
Friday 24 May 2024
CSIA executive urges China chip industry to forget about advanced nodes and focus on tangible victory
While the media is still buzzing about Huawei joining hands with Semiconductor Manufacturing International (SMIC) to manufacture advanced process 7nm and even 5nm chips, on the same...