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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 14 October 2024
US-sanctioned Hikvision reportedly undergoing layoff in RD department
Hikvision, a leading global manufacturer of security equipment provider sanctioned by the US, has been reported to be implementing large-scale layoffs. However, the company has denied...
Monday 14 October 2024
Malaysia's IC design industry faces talent shortages and competition in pursuit of growth
Malaysia's local assembly and testing industry has evolved into a mature ecosystem that extends beyond Penang. However, the country is experiencing growing concerns about upgrading...
Monday 14 October 2024
How Japan's three arrows plan to revive its chipmaking industry
Similar to Abenomics' three arrows over a decade ago, Japan is now introducing three initiatives aimed at reversing the decline in its semiconductor industry. Professor Kuroda Tadayoshi...
Monday 14 October 2024
LG's two-pronged transformation strategy: Deepening AI integration and expanding appliance rental services
LG Electronics is transforming from a consumer electronics company into a comprehensive smart living solutions provider.
Monday 14 October 2024
Renesas sets ambitions expansion target in India
Renesas India aims to double its workforce by 2025, aligning with India's self-reliance goals in electronics. The company plans to generate over 10% of its revenue from India by 2030,...
Monday 14 October 2024
ASML CEO: Asia to lead global semiconductor manufacturing for years ahead
The US and European semiconductor industries are seeing major investments, yet ASML CEO Christophe Fouquet noted that Asia's semiconductor production capacity is expanding more rapidly...
Monday 14 October 2024
Irrational rush to build AI data centers in China raises concerns
As Chinese tech giants intensify their investments in large language models (LLMs), the demand for AI computing power has surged, leading to a frenzy of AI data center construction...
Monday 14 October 2024
China's lithography progress: Promising but limited
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's...
Monday 14 October 2024
Samsung reportedly lowers HBM production target by 10%; reassigns R&D personnel to boost competitiveness
Samsung Electronics (Samsung) has confirmed delays in high bandwidth memory (HBM) supply, leading to a downward adjustment of its production target for 2025. To enhance semiconductor...
Monday 14 October 2024
China controls 80% of lithium battery materials market, Japanese firms seek opportunities
China's growing market share in electric vehicles (EVs) and automotive lithium-ion batteries has propelled its dominance in lithium-ion battery materials.
Friday 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market...
Friday 11 October 2024
Hong Kong's four October tech fairs to attract over 6,000 global exhibitors in electronics and lighting
The Hong Kong Trade Development Council (HKTDC) will host four major technology fairs this October, featuring approximately 6,200 exhibitors from 29 countries and regions. These events...
Friday 11 October 2024
Middle East pager explosions raise concerns over Western V2X security
The US plans to implement a ban in January 2025 on certain software and hardware used by connected cars from China and Russia for security. This initiative has drawn considerable...
Friday 11 October 2024
China's automakers bet big on AI to drive smart car revolution
China's automakers, from established players like state-backed Great Wall Motor to upstarts like Nio, XPeng, and Li Auto, along with tech giants such as Huawei and Xiaomi, are charging...
Friday 11 October 2024
Why the EU is imposing tariffs on Chinese EVs despite retaliation risk
The European Union (EU) has unleashed a powerful economic tool on China by imposing tariffs on electric vehicles (EVs), a move that increases the risk of retaliatory measures and...