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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 23 February 2024
Major Chinese CSPs to participate in upcoming Nvidia event
Nvidia will hold a special China AI Day for the Chinese market at its GTC conference in March, inviting cloud computing and large language models (LLM) leaders from Baidu, Alibaba...
Friday 23 February 2024
Intel confirms 3nm chip orders placed with TSMC
Intel CEO Pat Gelsinger has confirmed for the first time that two of the company's upcoming processors will be made using TSMC's 3nm processes.
Thursday 22 February 2024
TSMC Japan fab slated for year-end launch
On February 24, TSMC will hold an opening ceremony for its first fabrication facility in Japan, located in Kumamoto. The fab is scheduled to go online at the end of 2024.
Thursday 22 February 2024
VinFast to break ground for EV facility in southern India
Following an agreement for an integrated facility in Tamil Nadu, Vietnam-based VinFast said it would begin constructing the EV facility, a big step for the company on its way to the...
Thursday 22 February 2024
MCU firm Holtek expands presence in India
Holtek Semiconductor, a Taiwan-based MCU specialist, anticipates a 50% increase in revenue from the Indian market in 2024 and plans to expand its operations in the country.
Thursday 22 February 2024
Want to beat TSMC? Colley Hwang: competitors must get three wins
At a forum held during the Taipei International Book Exhibition 2024, DIGITIMES President Colley Hwang, a senior semiconductor industry expert, imparted a million-dollar information...
Thursday 22 February 2024
US to see rising investments in chip ecosystem despite project delays
Despite delays in grants offered by the US government and weak demands for end products that hurt global semiconductor firms, US states are likely to benefit from the onshoring chip...
Thursday 22 February 2024
Vietnam to roll out chip incentive policy by mid-2024
The government of Vietnam decided to ramp up support for the semiconductor industry and announced plans to roll out a series of tax incentives and set up investment funds by mid-2024...
Thursday 22 February 2024
US and Japan forge partnership to tackle GenAI challenges
GenAI technology has presented both the United States and Japan with challenges and opportunities, leading the two nations to join hands in developing new advancements in the field...
Thursday 22 February 2024
Huawei to open CNY12 billion R&D center in Shanghai
Huawei is building a new R&D center in Shanghai, with completion scheduled for June and an opening in September. The overall investment in the facility is projected to be approximately...
Wednesday 21 February 2024
China's EV brutal price war sparks market frenzy
China's electric vehicle price battle hits full throttle.
Wednesday 21 February 2024
China surges in R&D, closes gap on EU and US: report
Recent findings from a European Union report highlight a significant shift in the global landscape of research and development (R&D) expenditure and scientific output, with China...
Wednesday 21 February 2024
Clean energy fuels 40% of China's economic growth in 2023
In a remarkable revelation, clean energy emerged as the powerhouse propelling China's economic growth in 2023, according to a comprehensive analysis by Carbon Brief. The country's...
Wednesday 21 February 2024
Chinese tier-1 SiC substrate suppliers launch price war
China considers the third generation of semiconductors as the dominant industry that can outperform its global competitors. The silicon carbide (SiC) industry achieved significant...
Tuesday 20 February 2024
Netherlands revoked ASML's China export licences fearing destructive Chinese weapons
The Dutch Trade Minister Geoffrey van Leeuwen expressed fears about China's intentions.