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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 9 August 2024
SMIC's profit plummets amid fierce competition in China, despite record utilization rate
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition...
Thursday 8 August 2024
Infineon's US$8 billion plant to boost Malaysian chip ambitions
Malaysia is gaining more heft in the global supply chain as Infineon Technologies AG opens a major semiconductor manufacturing complex in the country, the Southeast Asian nation's...
Thursday 8 August 2024
China smartphone industry, 2Q 2024
China-based smartphone brands shipped a total of 167 million devices in the second quarter of 2024 with volumes expected to continue rising in the second half.
Thursday 8 August 2024
Potential US ban on Chinese vehicle tech to breed longer-term effects on tech rift
The US is reportedly preparing to impose a ban on vehicle technology that raises cybersecurity concerns. While this move may not immediately impact automakers, it could further widen...
Thursday 8 August 2024
Chinese EV oversupply may ease as US and EU express concerns
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Thursday 8 August 2024
Console conundrum: Nintendo, Sony face regulatory roadblocks in China's lucrative gaming market
China's gaming market, valued at CNY302.96 billion (US$41.8 billion) in 2023, presents a lucrative opportunity that major Japanese game companies like Nintendo and Sony are eager...
Thursday 8 August 2024
China rushing into chiplet and HBM fab tool development
China-based semiconductor equipment manufacturers have expedited their domestic development efforts, foraying into the chiplet and HBM memory sectors, according to industry sources...
Thursday 8 August 2024
Radiant unveils strategic expansion in Taiwan and Vietnam amid revenue growth
Radiant, a leading backlight module manufacturer, is experiencing a gradual recovery in revenue. The company anticipates distinct seasonal patterns in 2024, with the third quarter...
Wednesday 7 August 2024
Honor's IPO faces market hurdles amid Huawei's resurgence
Honor, once a reportedly discarded asset after its separation from Huawei, has defied expectations by carving out a strong position in the mid-to-high-end smartphone market. While...
Wednesday 7 August 2024
CXMT's initial HBM capacity in Hefei reaches one-third of Korean manufacturers
Reports indicate that China's DRAM leader ChangXin Memory Technologies (CXMT) is actively investing in high bandwidth memory (HBM) production capacity. Currently, CXMT is establishing...
Wednesday 7 August 2024
China pushes state firms to prioritize domestic chip and satellite
China's government has unveiled new guidelines urging state-owned enterprises to procure innovative technology solutions from domestic suppliers. This move aims to bolster the nation's...
Wednesday 7 August 2024
Taiwan based DDI makers navigate intensifying Chinese price competition
The ongoing price competition in the Chinese display driver IC (DDI) market has compelled Novatek Microelectronics and other Taiwan-based DDI suppliers to expand their target markets...
Wednesday 7 August 2024
China solidifies dominance in global panel industry with strong domestic support
In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industr...
Tuesday 6 August 2024
China foundries prioritize mature nodes for capacity growth, limiting capacity for NOR flash
China-based foundries are rapidly expanding their capacity for mature logic IC processes, limiting local NOR production capability. As a result, global NOR flash supply and demand...
Tuesday 6 August 2024
Honor denies rumors of government-backed IPO amid China's slowing capital market
Amid a slowing Chinese IPO market due to regulatory tightening and economic uncertainties, reports suggest that Honor is planning to go public after securing substantial government...