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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
Tuesday 3 September 2024
At SEMICON Taiwan 2024, the AI focus turns to memory and network chipmakers
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Tuesday 3 September 2024
Golden age of semiconductors has arrived, says ASEH COO
The semiconductor industry has entered its golden era, necessitating collaboration across the supply chain to overcome bottlenecks, according to Tien Wu, COO for OSAT ASE Technology...
Tuesday 3 September 2024
India approves Kaynes Semicon's ATMP facility in Gujarat
The Indian government has approved Kaynes Semicon Pvt Ltd's proposal to establish a semiconductor unit in Sanand, Gujarat. This facility will contribute to the broader initiative...
Monday 2 September 2024
STMicro begins early production at China's 8-inch SiC plant
STMicroelectronics (STM) is set to begin production at its new 8-inch silicon carbide (SiC) substrate plant in Chongqing, China, two months ahead of schedule.
Monday 2 September 2024
Rethinking supply chains in the age of China+1: Colley Hwang explores new frontiers and strategic shifts in ASEAN expansion
The electronics industry of the world and in Taiwan is at a crossroads, driven by geopolitical shifts and the ever-present need to diversify supply chains. Firms that once thrived...
Monday 2 September 2024
Apple faces market challenges in Taiwan and China as new product launch nears
Apple's iPhone continues to experience low shipment volumes in China. According to data compiled by CAICT, although mobile shipments in China declined in July 2024, the market share...
Monday 2 September 2024
Chinese GPU startup, potential Nvidia rival, denies bankruptcy despite organizational adjustment
Reports indicate that Xiangdixian, a China-based GPU design house considered a potential rival to Nvidia, has declared bankruptcy due to cash flow issues and has laid off nearly 400...
Monday 2 September 2024
Despite high demand for AI servers, Taiwan's export growth lags behind other Asian Tigers
The soaring costs of AI servers have propelled Taiwan to a 42.4% surge in exports of information, communication, and audiovisual products in July.
Monday 2 September 2024
Bankruptcies plague China's chip startups, ushering in an era of 'survival of the fittest' through M&A
Despite the generative AI boom, uncertainty looms over the automotive, consumer mobile, and PC markets, leading to layoffs at major U.S. and European semiconductor companies like...
Monday 2 September 2024
LCD TV panel market braces for extended price war as Chinese majors battle for dominance
The LCD TV panel market is grappling with challenges due to declining prices and a price war between BOE and TCL CSOT. A production cut slated for October aims to reduce inventory...
Monday 2 September 2024
Huawei's Kirin chipsets back on track despite uncertain mobile stock?
It has been nearly a year since Huawei HiSilicon's Kirin chipset made its comeback. Observing Huawei's mobile performance this year, signs suggest that the company's supply issues...
Friday 30 August 2024
Chinese EV makers suffer setback in Europe after tariffs start
Chinese automakers registered fewer electric cars across Europe in July, as new tariffs amplified the impact of a broader slump in EV sales.
Friday 30 August 2024
SMIC to launch four new 12-inch fabs after 2025, targeting 28nm and above for local demand
Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing,...
Friday 30 August 2024
China's solar policy could trigger global industry reshuffle amid bankruptcies and exit wave
The Chinese government's stance remains a crucial factor in shaping the scale and impact of the ongoing wave of global solar industry bankruptcies and exits. With China's global solar...
Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...