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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 20 June 2024
Chinese EV makers rushing into Thai market
China-based EV makers have set a new milestone as BYD recently opened its 108th showroom in Thailand.
Thursday 20 June 2024
Fab toolmakers see strong demand for HBM, CoWoS-like from China
IC equipment and materials suppliers have seen a surge in demand from China's semiconductor industry, where companies are rushing to adopt HBM memory and CoWoS-like technology, according...
Thursday 20 June 2024
AI PCs threaten Intel chip dominance
As AI PCs make their way into the mainstream, Intel's upcoming Lunar Lake AI processors are now said to be delayed, with shipments beginning in September instead of June as originally...
Wednesday 19 June 2024
Samsung flagship tablets to reportedly debut MediaTek APs amid TSMC price hikes
Samsung Electronics' flagship tablet series, the Galaxy Tab S10, is reportedly using MediaTek's Dimensity 9300+ Application Processors (AP).
Wednesday 19 June 2024
Optical processors: UK startup Lumai revolutionizes AI compute stack for next-level performance
Lumai, a spin out from the University of Oxford, was founded by a team with expertise in optics over two years ago, aiming to develop a new type of AI processor.
Wednesday 19 June 2024
China's solar ambitions stumble, industry players grapple with TOPCon cell oversupply woes
The solar cell sector in China has swiftly shifted from P-type PERC to N-type TOPCon technology over the past two years, leading to an oversupply situation. The industry's woes were...
Wednesday 19 June 2024
CATL breaks ground on Beijing site to supply BAIC, Xiaomi, Li Auto
CATL, the world's largest EV battery maker, started building another production site in China on June 18.
Wednesday 19 June 2024
Intel pitches foundry services to Chinese clients: can they use non-US fabs?
It is most peculiar to find Intel pitching customized process chip manufacturing services during an interview with Chinese media. Is the Intel Foundry also beckoning Chinese clients...
Wednesday 19 June 2024
TSMC chairman's visit to Europe - to negotiate prices for High NA EUVs and German subsidies
The visit of top Taiwan Semiconductor Manufacturing Company (TSMC) executives to Dutch semiconductor equipment manufacturer ASML in late May had many media speculating whether TSMC...
Wednesday 19 June 2024
Computer and automobile manufacturers urge India to reconsider anti-dumping duty on PCBs from China
India-based IT hardware companies and automakers are urging the Indian government to reconsider its anti-dumping duty on imported PCBs from China and Hong Kong, increasing their production...
Wednesday 19 June 2024
Former TSMC and UMC leadership unite to chart future semiconductor ecosystem
The Semi Impact Forum 2024 united investors, policymakers, and innovators from Taiwan and the UK in the semiconductor industry.
Wednesday 19 June 2024
Vietnam's US$1 billion power play: could blackout prevention jeopardize carbon commitments?
To prevent a repeat of the frequent blackouts in 2023, Vietnam has introduced a series of energy-saving measures.
Wednesday 19 June 2024
Intel's China 2.0 strategy and how it improves competitiveness, according to chairperson
Intel China chairperson and SVP Rui Wang told the Chinese media in an interview that with Intel's IDM 2.0 strategy in place, its China 2.0 strategy will also be implemented to face...
Wednesday 19 June 2024
Cisco bets big on Taiwan's tech prowess with third investment round
In a rare move, Cisco is doubling down on its commitment to Taiwan's digital future, launching a third round of investment through its Country Digital Acceleration (CDA) program....
Wednesday 19 June 2024
What's Taiwan's strategic role in the global AI landscape?
Taiwan, long known for its semiconductor prowess, is positioning itself as a critical hub in the global AI revolution, according to David Weng, CEO of Taiwania...