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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 26 September 2024
LTPO backplanes trends upward after gaining favor from Huawei, Apple
Before 2020, almost all smartphones incorporated LTPS technology for their AMOLED panels. However, many manufacturers are turning to LTPO, especially now that generative AI (GenAI)...
Thursday 26 September 2024
European battery makers struggle as EV demand cools and investments falter
Europe's homegrown lithium battery sector is grappling with widening losses as electric vehicle (EV) demand slows and automakers face challenges in their transition to electrificat...
Thursday 26 September 2024
STMicroelectronics emphasizes China's key role in automotive and semiconductor supply chain amid expansion efforts
STMicroelectronics, while expanding production capacities in France and Italy, is also collaborating with Sanan Optoelectronics to establish a SiC fab in Chongqing, underscoring China's...
Thursday 26 September 2024
Thailand to build first SiC facility, with operation expected by 2027
Thailand is set to make a significant stride in the semiconductor industry with the establishment of its first silicon carbide (SiC) wafer factory, which is expected to begin operation...
Thursday 26 September 2024
Taiwan ramps up semiconductor innovation with US$9.3 billion initiative and global talent drive
At its September 19 board meeting, Taiwan's Central Bank emphasized Taiwan's critical role in maintaining its semiconductor dominance amid escalating US-China trade tensions in technology...
Thursday 26 September 2024
US DOC imposes ban on Chinese automotive software and hardware
The US Department of Commerce (DOC) recently proposed a ban on automotive software and hardware technology and equipment from China and Russia entering the US market. Sino Auto Insights...
Thursday 26 September 2024
US election outcome to impact prices for Taiwan ODMs negotiating ZT plant purchase
ODMs without US manufacturing capabilities have initiated active procurement discussions following AMD's acquisition of ZT Systems, with the upcoming US presidential election potentially...
Thursday 26 September 2024
Foxconn, BYD, and Xiaomi stepping up cobot deployments
Leading OEM and automobile firms, including Foxconn, BYD, and Xiaomi, are showcasing their collaborative robots (cobots) at the 2024 China International Industry Fair (CIIF), held...
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Wednesday 25 September 2024
US set to ban Chinese connected vehicles on cybersecurity concerns
The US is intensifying restrictions on Chinese-made vehicles. Beyond the current 100% tariff on Chinese electric vehicles (EVs), the US Department of Commerce (DOC) is reportedly...
Wednesday 25 September 2024
TSMC adopts SMC's chillers for 2nm trial production
Japan-based SMC has announced that it has shipped chillers to TSMC for the trial production of 2nm chips. SMC is launching chiller products specifically for advanced semiconductor...
Wednesday 25 September 2024
China's startups fast-track solar revolution with perovskite technology
Japan may have pioneered perovskite solar cell (PSC) technology, but mass production remains elusive. In China, however, at least six startups are racing ahead, building PSC factories...
Wednesday 25 September 2024
JCET expands HBM packaging and testing as China accelerates domestic production
The Biden administration is considering imposing restrictions on the import of high-bandwidth memory (HBM) and related equipment into China, fueling growing demand for domestic substitutes...
Wednesday 25 September 2024
China leverages compute-in-memory technology to overtake HBM in AI chip development
The explosive growth of artificial intelligence (AI) has created an unprecedented demand for computational power. As the chip industry faces physical limitations in the post-Moore's...
Wednesday 25 September 2024
China-based solar companies undergo new wave of migration to avoid tariff barriers
A new round of US Section 301 sanctions will come into effect on the 27th, imposing a 50% tariff on Chinese-produced solar cells. These policies are compelling China-based solar companies...