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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 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview...
Tuesday 6 February 2024
Taiwan's energy players lead charge into Southeast Asian and Japanese markets
The quest for green energy has intensified as nations strive for carbon neutrality. Taiwan's energy giants are nurturing the domestic green energy market and setting their sights...
Tuesday 6 February 2024
Chinese suppliers make up majority of Vision Pro supply chain, say sources
Chinese suppliers command most of the supply chain for Apple's new Vision Pro spatial computer, while suppliers from the US, Japan, and South Korea retain control of critical components,...
Tuesday 6 February 2024
TSMC unlikely to adopt High-NA EUV for 2nm, A14 processes
TSMC has not placed orders for high-numerical aperture (High-NA) extreme ultraviolet (EUV) tools and is unlikely to use the technology in 2nm and 1.4nm (A14) process manufacturing,...
Monday 5 February 2024
Eeny meeny miny SMIC: US removes China's SMIC HK from military companies list
SMIC Hong Kong International Company Limited (SMIC HK) has been removed from the US Department of Defense (DOD) 1260H list of Chinese military companies.
Monday 5 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (I)
China-based companies are expected to march into the compound semiconductor segment in 2024 as they solve the bottleneck of SiC crystal growth and are recognized by global companies...
Monday 5 February 2024
Markets tank as Trump threatens 60% tariff on Chinese goods if elected
Former US President Donald Trump has said that if he is elected as the next US president, he may impose tariffs of more than 60% on mainland Chinese goods and believes he must do...
Monday 5 February 2024
Tata, Tower Semiconductor, TI reportedly apply for Indian semiconductor lab modernization
As part of the revival roadmap in semiconductors, India invited bids to modernize its Semiconductor Laboratory (SCL), with Tata, Tower Semiconductor, and Texas Instruments reportedly...
Monday 5 February 2024
Geopolitical powder keg sees semiconductor manufacturing chains rush for autonomy
Governments around the world are pursuing semiconductor manufacturing autonomy against a backdrop of worsening regional geopolitical tensions.
Friday 2 February 2024
German EVs gain traction in China despite initial setbacks
Defying the naysayers, German electric car manufacturers have seen a promising surge in sales within the Chinese market.
Friday 2 February 2024
SK Hynix's rumored Indiana HBM fab will give Nvidia onshore GPUs
SK Hynix is said to planning an advanced facility in Indiana, USA, to provide high bandwidth memories (HBM) to GPU customers.
Friday 2 February 2024
Taiwan's secret AIoT weapon can break China's red supply chain
Nexcom's chairman said the key to defeating China's self-contained supply chain is AIoT.
Friday 2 February 2024
Teradyne CEO clarification: No China exit, just partial production relocation to enhance supply chain flexibility
In late January, reports circulated that semiconductor automatic test equipment (ATE) vendor Teradyne was withdrawing approximately US$1 billion of manufacturing operations from China...
Friday 2 February 2024
Topco Scientific considering moving Arizona site to Texas or Mexico
Semiconductor materials supplier Topco Scientific is following in the footsteps of Taiwan Semiconductor Manufacturing Company (TSMC), aiming to set up a plant site in North America,...
Friday 2 February 2024
Excluding China from 6G standard development risks fragmentation
As the latest 5G standard, Release 18 (R18), is set to be officially frozen by the global mobile communication standards organization 3GPP in March 2024, it can be expected that 5G-Advanced...