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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
Wednesday 28 August 2024
Japanese startups see investments bounce back from foreign venture capital in 1H24
The Japanese government has been encouraging venture capital (VC) funds, particularly foreign VC funds, to invest in the Japanese market.
Wednesday 28 August 2024
Intel's board shakeup: Lip-Bu Tan's sudden exit sparks speculation about the tech giant's struggles
Lip-Bu Tan, the founder of Cadence Design Systems and a prominent figure in tech venture capital, resigned abruptly from Intel's board of directors on August 19. This unexpected departure...
Wednesday 28 August 2024
Chinese EDA sector follows global consolidation trend as market grows and key players expand
Since 2024, the global Electronic Design Automation (EDA) industry has seen considerable consolidation. The Chinese EDA sector, despite its long-standing fragmentation and early developmental...
Wednesday 28 August 2024
Taiwan panel industry may need support from semiconductor industry to survive
Leading panel makers AU Optronics (AUO) and Innolux are expected to end the year in the black, boosted by non-operating income as they sell their factories to TSMC and Micron, which...
Wednesday 28 August 2024
Apple unlikely to move capacity back to China, say sources
Rumor has it that Apple is seeking to partially reverse its production relocation, returning to China some of the manufacturing capacity it has had its suppliers move out of the country...
Tuesday 27 August 2024
Memory demand may slightly benefit from new Chinese AAA game in 4Q24
The frenzy surrounding the launch of Black Myth: Wukong, China's first AAA game to find success in the global market, has spurred speculation of a ripple effect going into the traditional...
Tuesday 27 August 2024
CMC navigates local content challenges: Adjusting MG brand operations and delaying new car launch
At the online investor conference on August 26, Ching-wu Chien, vice President of China Motor Corp. (CMC), addressed the company's response to new government regulations mandating...
Tuesday 27 August 2024
SK Group obtains three major weapons to strike global AI market
To seize the initiative in AI, the SK Group revealed that it is ready to use "three weapons," namely HBM, GTAA, and energy solutions. It hopes to sound the attack on the semiconductor,...
Tuesday 27 August 2024
China-South Korea Semiconductor Fund fuels Wuxi's rise as a hub for South Korean chip firms
With TSMC expanding its presence in the United States, Japan, and Europe, many suppliers have followed suit, venturing abroad to establish new operations.
Tuesday 27 August 2024
India expands partnership with Singapore to include semiconductors and advanced manufacturing
Following a semiconductor collaboration with Malaysia, India further expanded its partnership with Singapore to include advanced manufacturing, semiconductors, aviation, and other...
Tuesday 27 August 2024
Manz AG anticipates growth in advanced packaging amid CoWoS shortage
The semiconductor industry is experiencing a surge in demand for advanced packaging technologies, driven by the rapid growth of high-end AI servers and generative AI. This trend has...
Tuesday 27 August 2024
Honor gets strategic investment from China Mobile
Chinese smartphone manufacturer Honor has received an investment from China Mobile Communication Co., the parent company of the country's largest mobile operator. While the exact...
Tuesday 27 August 2024
IBM closes R&D department in China amid shift in business strategy and widespread tech layoffs
Following the recent revelation that IBM had closed the intranet access for employees in its Chinese research and development and testing departments, on the morning of August 26,...
Tuesday 27 August 2024
China-based OSAT major delivers strong performance in 1H24
JCET, a leading Chinese semiconductor packaging and testing services provider, has announced impressive financial performance for the first half of 2024. The company reported a significant...
Tuesday 27 August 2024
Hota JV reportedly eyeing Tesla robot supply chain
Taiwan-based Hota Industrial MFG is reportedly trying to enter Tesla's humanoid robot supply chain via Main Drive, its joint venture with the Mirle Group. Both sides are reportedly...