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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
Monday 19 February 2024
SMIC rides mobile chip wave, but can it sustain China's foundry ambitions?
China's top foundry, SMIC, has never disclosed its involvement in producing 7nm chips for Huawei's Mate 60 Pro. However, co-CEO Zhao Haijun recently emphasized that the bright spot...
Monday 19 February 2024
US-China geopolitical chess: Taiwan's energy sector emerges
The US Department of Energy remains steadfast in its drive to overhaul local energy infrastructure. In addition to the surge in demand for transformers vital to the electrical grid,...
Monday 19 February 2024
Samsung chairman visits Malaysia battery plants, aiming to increase investments
Samsung Electronics chairman Lee Jae-yong recently visited Malaysia to check the group's local battery production. He emphasized that it is critical to keep investing in the battery...
Monday 19 February 2024
Biden administration mulls showering Intel with 10 billion greenbacks
The Biden administration is reportedly ready to provide significant subsidies to Intel.
Monday 19 February 2024
TSMC expects strong 2024 driven by AI chip manufacturing
Amid sluggish demand, order cuts, price reduction, soaring costs, and intensifying geopolitical tension, TSMC reported declining performances in 2023. The chip giant foresees rebounding...
Friday 16 February 2024
SMIC's bold expansions spark concerns about potential mature-process overcapacity
Foreign media outlets have raised concerns over Semiconductor Manufacturing International Corporation's (SMIC) ambitious mature process capacity expansion plans, warning of potential...
Friday 16 February 2024
Pentagon-sanctioned Chinese LiDAR supplier focuses on chip design amid increased shipment
Added by the US Department of Defense to the list of Chinese military companies, Chinese LiDAR (Light Detection and Ranging) company Hesai Technology continues to see growing shipment...
Friday 16 February 2024
US think tank urges India to bolster semiconductor investment appeal
A recent report from a US-based think tank suggested ways the Indian government can enhance regulatory stability and business conditions to attract more semiconductor investments.
Friday 16 February 2024
Vietnam’s rare earth promise turns to dust as China's production soars
The U.S. Geological Survey (USGS) has downgraded its predictions for Vietnam's rare earth production.
Friday 16 February 2024
Chinese EVs to gain traction in Europe despite obstacles on the horizon
Latest data showed China has won the title of the world's largest automobile exporter for the first time, thanks partly to its leading EV expertise. The automotive industry has watched...
Friday 16 February 2024
VW surpasses BYD as China's top car vendor
According to international media reports, the Chinese automotive market saw an unexpected sales performance in January from Volkswagen, which took first place in local production...
Friday 16 February 2024
Geopolitical turmoil fuels Taiwan's rise as key supply chain hub
Amid the escalating rifts of the US-China trade war, the concept of supply chains is undergoing a fundamental transformation. No longer just a logistical network, supply chains are...
Thursday 15 February 2024
BYD considers Mexico plant, eyeing the US market
China-based EV maker BYD will likely establish a production base in Mexico, which could help establish its presence in North America and facilitate its entry into the US later. As...
Thursday 15 February 2024
Why TSMC may have different strategies in Japan and Arizona? Q&A with former TSMC General Counsel Richard Thurston
Asia Pacific (Japan, Korea, Taiwan, China, and Singapore) accounts for 84% of global chip exports and is home to 10 of the 16 semiconductor exporters and the top six suppliers, which...
Tuesday 6 February 2024
India emerges as key player in solar trade amidst Xinjiang forced labor sanction
India saw a surge in solar product exports, particularly to the US, as China faces restrictions and trade barriers to sell its products to the US market. A report found that China-based...