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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
Monday 9 December 2024
Samsung and SK Hynix secure China operations under new US controls while CXMT exclusion raises eyebrows
With the US implementing new semiconductor export controls, Samsung Electronics (Samsung) and SK Hynix have gained temporary relief as they advance their process upgrades at factories...
Friday 6 December 2024
Huawei's Mate 70 launch stirs US scrutiny amid chipmaker clampdown
Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China's semiconductor sector. Analysts speculate the high-profile...
Friday 6 December 2024
Global PMX optimistic about China, US NEV component purchases
Automotive component manufacturer Global PMX is cautiously optimistic about its automotive business outlook in the fourth quarter of 2024 and the first half of 2025 thanks to orders...
Friday 6 December 2024
US ban on China affects equipment maker AIBT
Taiwanese equipment firm Advanced Ion Beam Technology (AIBT) is expected to be negatively impacted by the US's stringent restrictions on China, with revenue from the Chinese market...
Friday 6 December 2024
China counters US by proposing 20% price reduction on domestic products
China has unveiled countermeasures following Trump's recent announcement of a 10% tariff on Chinese imports. On December 5, the Ministry of Finance of the People's Republic of China...
Friday 6 December 2024
China semiconductor exports projected to top CNY1 trillion in 2024
Chinese semiconductor exports are projected to exceed CNY1 trillion (US$30.8 billion) in 2024, having already reached CNY931.17 billion in the first 10 months of the year.
Friday 6 December 2024
South Korea downplays the impact of US' HBM export control
The South Korean government has assured that the Biden administration's latest semiconductor control measures against China, including restrictions on high bandwidth memory (HBM)...
Friday 6 December 2024
Asian players eye opportunities as European, US automotive suppliers downsize
Major tier-1 automotive suppliers in Europe and the US are conducting layoffs amid disappointing electric vehicle (EV) demand, potentially creating opportunities for their Asian counterparts...
Thursday 5 December 2024
Chinese Arm-based server IC design house reportedly cutting jobs amid TSMC's 7mm chip supply halt
Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may...
Thursday 5 December 2024
US chip curbs further accelerate China domestic automotive chip production
Following the Bureau of Industry and Security's (BIS) addition of over 100 Chinese companies to its entity list, China's four major associations for automobiles, internet, semiconductors,...
Thursday 5 December 2024
Taiwan chip firms' China ties in crosshairs as US expands chip ban
The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers...
Wednesday 4 December 2024
New US trade ban may impede Tsinghua Unigroup's comeback
Chinese semiconductor firm Tsinghua Unigroup's road to recovery faces new obstacles, as its two major stakeholders, Beijing Wise Road Asset Management (Wise Road Capital) and Beijing...
Wednesday 4 December 2024
Why CXMT escapes new series of US sanctions
The new US export restrictions on China do not include ChangXin Memory Technologies (CXMT), which has sparked discussions among industry observers regarding how the key Chinese memory...
Wednesday 4 December 2024
China sends warning to Biden and Trump with gallium and germanium export ban against US
On December 3, China declared an export ban on these metals to the US, a retaliatory action following US President Joe Biden's administration's introduction of new technology restrictions...
Wednesday 4 December 2024
Samsung and SK Hynix collaborate to promote LPDDR6-PIM standardization
Samsung Electronics and SK Hynix, while competing in memory development for artificial intelligence (AI), have agreed to collaborate on accelerating technology standardization.