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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
Friday 26 July 2024
Chinese semiconductor equipment could reach advanced levels in 5-10 years, says AMEC CEO
Although China is still a long way from meeting international standards in the field of semiconductor equipment, it is entirely feasible for the country to achieve technologically...
Thursday 25 July 2024
Nexchip joins Chinese indigenization drive with photomask production, aiming for full-service foundry status
Nexchip is expanding into photomask production, aiming to achieve mass production by the fourth quarter. This move positions Nexchip as a full-service foundry, similar to TSMC and...
Thursday 25 July 2024
KLA sees bright future in advanced packaging and HBM, expects flat growth in China
Due to the AI-driven surge in demand for semiconductor equipment, KLA reported better-than-expected financial results. The company expects to benefit from investments in advanced...
Thursday 25 July 2024
Foxconn steps up investment in China
Under the current geopolitical climate, the trend toward localized production is set to continue for some time. Yet Hon Hai Precision (Foxconn) is seemingly bucking the trend, instead...
Thursday 25 July 2024
Chinese MCU firms shift focus to automotive, household appliances
While consumer electronics demand is experiencing a sluggish recovery, major Chinese MCU suppliers have redirected their attention to automotive and white household appliances, according...
Wednesday 24 July 2024
Taiwan machinery sector gains from global supply chain reshuffle amid US-China tensions
Observers believe that US President Joe Biden's decision to forgo his re-election bid will undoubtedly boost Donald Trump's chances of returning to the White House. This could likely...
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.