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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 20 February 2024
Pressures mount for Taiwan-based suppliers as they relocate production to Vietnam and Mexico
Geopolitical concerns have led manufacturers to seek production outside traditional bases in China, with many companies flocking to invest in facilities in neighboring Vietnam or...
Tuesday 20 February 2024
China's chip imports and exports fell in 2023
According to data from the General Administration of Customs of the People's Republic of China (GACC), semiconductor imports and exports fell in 2023 for the second consecutive yea...
Monday 19 February 2024
Oppo focuses resources on AI; Meizu announces 'All in AI' smartphone strategy
On February 18, after the first day of work following the long Chinese New Year holiday, smartphone makers Oppo and Meizu coincidentally announced new AI strategies. It can be seen...
Monday 19 February 2024
South Korean chip tool makers voice apprehension over SIA's lobby to expand export ban
The Semiconductor Industry Association (SIA) is said to be lobbying the Biden Administration to require semiconductor equipment suppliers in allies, including Japan and South Korea,...
Monday 19 February 2024
Samsung reportedly wins first 2nm order in the most advanced chip-making race
The most advanced chip manufacturing process competition has already begun before mass production. Samsung Electronics reportedly secured a 2nm AI chip order from Japan-based startup...
Monday 19 February 2024
Colley Hwang: Taiwan-Japan best match in semiconductor synergy
Geopolitical pressures and changes in industrial structure are driving strategic collaborations among semiconductor companies, with various countries or regions incentivized for partnerships,...
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.