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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 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...
Tuesday 6 August 2024
Indian opto-semiconductor maker acquires US-based IC equipment company

Indian opto-semiconductor supplier Polymatech has announced the acquisition of a US-based semiconductor equipment provider specializing in packaging and testing. This...

Tuesday 6 August 2024
Mexico: powering the future with electronics, semiconductors, and AI

Mexico: powering the future with electronics, semiconductors, and AI

Tuesday 6 August 2024
AI gamble looms large as Apple seeks to revive iPhone sales in China
Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite...
Tuesday 6 August 2024
Infineon completes sale of Philippines and South Korea backend sites to ASE
Infineon Technologies has completed the sale of its two backend manufacturing sites, one in Cavite, Philippines, and one in Cheonan, South Korea, to two fully owned subsidiaries of...