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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 9 May 2024
Samsung designates separate teams for HBM3E and HBM4 development, targeting HBM market supremacy
Samsung Electronics reportedly plans to dedicate separate development teams for next-generation High Bandwidth Memory (HBM) products, HBM3E and HBM4, to strengthen its competitiveness...
Thursday 9 May 2024
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The surge in computational power of next-gen AI hardware has birthed a booming market for stable and efficient electric supply.
Thursday 9 May 2024
The secret sauce for excellent foundry yields: perseverance, EUV, and respect for supernatural forces
Since the official shipment of the extreme ultraviolet (EUV) lithography machine in 2017, ASML has sold about 200 units of EUV equipment, critical to manufacturing advanced chips.
Thursday 9 May 2024
Backed by robust profit, Toyota to invest JPY2 trillion in supply chain, EV, SDV
Toyota Motor reported hefty profit growth for the past fiscal year ending March 2024, thanks to booming hybrid EV sales and a weaker Japanese Yen. The automaker said it plans to invest...
Thursday 9 May 2024
Qisda accelerates development in Vietnam, capacity expected to increase
Peter Chen, Chairperson of Qisda, stated that the company has passed the lowest ebb of operation in 2024, with growth expected to occur quarter by quarter.
Thursday 9 May 2024
Arm credits growth to smartphone surge and AI, highlights shift in Chinese consumer behavior
Arm's recent financial report highlights a boost in sales and profits thanks to a rebound in the smartphone market, particularly in China, and the rising demand for Arm-based chips...
Wednesday 8 May 2024
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in...
Wednesday 8 May 2024
US government to grant small, medium-sized auto suppliers US$100 million for EV transition
The US is giving its automotive industry another boost toward EVs. The federal government will offer over US$100 million in grants to help small- and medium-sized automotive components...
Wednesday 8 May 2024
Taiwan semiconductor prowess formidable, to be further bolstered by mega innovation program, says PSMC chair
Taiwan's prowess in semiconductors cannot be underestimated, exceeding even that of Intel, and the 10-year NT$300 billion Taiwan Chip-driven Industrial Innovation Program (TCIIP)...
Wednesday 8 May 2024
EU's AI Act: a milestone in legislation or a regulatory nightmare?
The European Parliament made a significant announcement on March 13, 2024, declaring the passage of the "AI Act," set to be implemented in phases beginning in mid-2025.
Wednesday 8 May 2024
UMC sees April revenue hit 16-month high
Pure-play foundry United Microelectronics (UMC) has reported April revenue increased 8.7% sequentially to a 16-month high of NT$19.74 billion (US$608.3 million).
Wednesday 8 May 2024
EV makers reportedly compensate South Korean battery companies due to declining procurement
EV manufacturers reportedly failed to purchase the minimum quantity of batteries stipulated by contracts as EV demand softens.
Wednesday 8 May 2024
BYD surges ahead in R&D, exceeding Tesla with satcom debut 'on the road'
With the rapid development of intelligent connected vehicles, cars have gradually become important mobile terminals, carrying an increasing number of interconnection needs based on...
Wednesday 8 May 2024
Intel joins forces with Japanese firms to automate chip packaging by 2028
Intel has partnered with 14 Japan-based companies to develop manufacturing technology for IC backend manufacturing automation, which is anticipated to be commercialized by 2028, aiming...
Wednesday 8 May 2024
Taiwan fab toolmakers eyeing orders from Malaysia
Apart from Taiwan and China, Malaysia has emerged as a new semiconductor powerhouse in Southeast Asia, thanks to its competitive production costs and support from global manufactur...