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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
Thursday 7 December 2023
TSMC reaches agreement with Arizona unions covering employment, training, and safety
TSMC has struck a deal with labor unions in Arizona concerning one of the most cutting-edge wafer fabs in the US. With lower-than-expected progress at the fab, this agreement is anticipated...
Wednesday 6 December 2023
As inflation and wars rage, notebook sales in Dubai remain unaffected
Recent geopolitical tensions and high inflation have had little impact on Dubai in the United Arab Emirates (UAE) as Michele Montecchio, general manager of Acer Middle East, noted...
Tuesday 5 December 2023
China Big Fund II injects US$1 billion into HLMC, may aid advanced chip development
Although the limelight of global media was cast on SMIC for its 7nm chips used in Huawei's Mate 60 Pro smartphone, Shanghai Huali Microelectronics Corp (HLMC), the other China foundry...
Tuesday 5 December 2023
Taiwan semiconductor firms should heed new US export restrictions, says economics minister
Taiwan's economics minister Wang Mei-hua has advised the firms in the local semiconductor industry to heed new export curbs and regulations imposed by the US.
Monday 4 December 2023
Raimondo warns Nvidia not to cut corners and reiterates AI chip export control
AI chip company Nvidia was called out by the US Secretary of Commerce Gina Raimondo at the Reagan National Defense Forum in Simi Valley, California during the weekend, warning that...
Monday 4 December 2023
US' China-targeted battery rules likely to slow EV adoption
The US government released guidance on EV batteries and materials sourcing, mainly targeting China. Starting in 2024 and 2025, EVs will not be eligible for tax credits provided by...
Friday 1 December 2023
Apple's Chinese suppliers in Supply Chain Expo to show commitment in China
China, in an attempt to counter the external narrative of "supply chain relocation" and "decoupling," made a significant move by hosting the inaugural China International Supply Chain...
Friday 1 December 2023
TSMC likely to win it all, with Samsung's 3nm reportedly losing several significant orders
Despite its attempt to catch up with TSMC, Samsung Electronics is rumored to have recently lost several significant orders for its 3nm process. The South Korean industry believes...
Friday 1 December 2023
Samsung ramps up 2.5D packaging capacity, eyeing Nvidia AI GPU orders
Samsung Electronics is not only investing actively in the R&D and capacity expansion of high-bandwidth memory (HBM) technology, but also looking to broaden its market reach through...
Friday 1 December 2023
TSMC considers building third fab in Japan, sources say
TSMC is already exploring the feasibility of a third fab in Japan, having just agreed with the Japanese government to construct its second fab in the country, according to industry...
Thursday 30 November 2023
US sanctions fuel pellicle shortage amid semiconductor industry slowdown
In the face of an overall slowdown in the semiconductor industry, the demand for pellicles, crucial for the exposure process, is outstripping supply. This surge is attributed to the...
Thursday 30 November 2023
Chinese LLM developers seek alternatives as Nvidia upcoming compliant chip reportedly fall short in performance
Nvidia intends to introduce a specialized AI chip for the Chinese market, potentially as early as the first quarter of 2024. Reports from Chinese media indicate that Nvidia's Chinese...
Tuesday 28 November 2023
China's version of Starlink gears up with domestic satcom supply chain
There's a growing awareness of space as a strategic domain. In July 2023, China marked a significant milestone with the successful launch of a satellite technology test satellite,...
Tuesday 28 November 2023
Chinese foundries reportedly mulling price cuts
Speculation has emerged in the chipmaking sector that Chinese pure-play foundries, such as Huahong Group and Semiconductor Manufacturing International (SMIC), are contemplating price...
Thursday 23 November 2023
Chinese EDA company GWX Technology sees 28nm as a breakthrough point
The new 7nm chip of the Huawei Mate 60 Pro has sparked widespread discussion, but from the perspective of promoting localization in the Chinese semiconductor industry, more industry...