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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
Friday 6 September 2024
Chinese OSATs continue stepping up high-end packaging deployment
Chinese Outsourced Semiconductor Assembly and Test (OSAT) companies, including Jiangsu Changjiang Electronics Technology (JCET), Tongfu Microelectronics (TFME), and Tianshui Huatian...
Friday 6 September 2024
China-based GaN leader Innoscience slashes prices, other players take action
In the past six months, China's leading GaN compound semiconductor firm Innoscience has faced patent infringement lawsuits in Germany and the US, from power component manufacturers...
Thursday 5 September 2024
Tesla plans to release full self-driving in China, Europe early next year
Tesla Inc. plans to launch the advanced driver assistance system that it calls Full Self Driving technology in China and Europe in the first quarter of next year, pending regulatory...
Thursday 5 September 2024
Cobalt recycling gains attention amid speculation on export restrictions
Cobalt is essential for producing lithium-ion batteries and is extensively used in electric vehicles, computers, and smartphones. As demand for electric vehicles rises, global cobalt...
Thursday 5 September 2024
Chinese server giant Inspur scores record revenue in 1H24 amid AI boom, but gross margin dips to new low
Riding the wave of the booming artificial intelligence (AI) industry, China's leading server maker, Inspur Electronics Information Industry, reported a record-high revenue of over...
Thursday 5 September 2024
SMIC and Intel diverge as geopolitical risks boost SMIC while Intel sees limited gains
Intel has been dealing with ongoing losses and is reportedly exploring various cost-cutting measures and monetization strategies for its foundry services. Meanwhile, SMIC, which also...
Thursday 5 September 2024
Global high-tech industry in a horror show, says Acer chairman
The global tech industry is in the midst of a horror show, says Acer chairman and CEO Jason Chen. Although the specifics vary by company, the same three reasons lie behind the calamities:...
Thursday 5 September 2024
China GPU industry braces for consolidation
Over the past two years, local GPU manufacturers in China have been on a roller coaster ride.
Wednesday 4 September 2024
UK car market rebounds, EV growth takes center stage at LCV Show
The British car market is witnessing a recovery, marked by diverse demand and strategic advantages that are drawing increased investment from automakers and supply chain players....
Wednesday 4 September 2024
SAIC Motor is under severe pressure due to weakening profits and EV tariffs
The EU's announcement of a 36.3% electric vehicle (EV) tariff on SAIC Motor has placed significant pressure on the automaker. Its revenue for the first half of 2024 was surpassed...
Wednesday 4 September 2024
China SiC substrate manufacturer swings to profit amid decreasing prices
After two consecutive years of losses, SICC, China's leading SiC substrate manufacturer, achieved profitability in the first half of 2024.
Wednesday 4 September 2024
Samsung's foldable devices under pressure amid rising sales competition
Despite Samsung Electronics' high expectations for the sales performance of its newly launched foldable smartphones, the Galaxy Z Fold 6 and Flip 6, intense competition from rivals...
Tuesday 3 September 2024
Polish semiconductor suppliers gear up for SEMICON Taiwan 2024
With SEMICON Taiwan 2024 soon to kickstart on September 4, Polish semiconductor suppliers are preparing to strengthen their ties with Taiwan. Supported by the Polish Investment and...
Tuesday 3 September 2024
Arizona bets big on semiconductors, echoing Taiwan's tech cluster model
As the global demand for chips continues to grow, Arizona is positioning itself as America's answer to Taiwan's semiconductor prowess. The state is rapidly evolving into a powerhouse...
Tuesday 3 September 2024
India's Kaynes reaffirms commitment to Telangana despite Gujarat project approval
Kaynes SemiCon, a subsidiary of Kaynes Technology, has reiterated its commitment to establishing an advanced electronics manufacturing facility in Hyderabad, Telangana, despite recently...