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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 14 June 2024
Taiwan anticipates Goldilocks economy in 2024 while closely monitoring uncertainties in China
Taiwan's Central Bank announced to raise the Gross Domestic Product (GDP) growth rate forecast for the entire year of 2024 to 3.77% in the second quarter's quarterly Monetary Policy...
Friday 14 June 2024
SEMI to launch first SEMICON India in September
SEMI will hold its first SEMICON India, with Japan-based semiconductor equipment suppliers attending. An analyst believes the market lies in IC backend business rather than wafer...
Thursday 13 June 2024
China EV makers have room to absorb EU tariffs, find new markets
Chinese electric carmakers may be crying foul over the European Union's imposition of additional tariffs, but they have several options to keep growing, including shifting production...
Thursday 13 June 2024
Samsung unveils chip technology road map to win AI business
Samsung Electronics Co. unveiled several forthcoming advancements to its technology aimed at luring makers of AI chips to its manufacturing business.
Thursday 13 June 2024
India reportedly seeks to limit Chinese participation in Indian subsidiaries, woos Taiwanese investments
India reportedly plans to continue its restrictive policy against Chinese investments as local manufacturers are hoping to leverage technological expertise from China to build a local...
Thursday 13 June 2024
China's all-solid-state battery funding to challenge South Korea and Japan, leaders in the field
South Korea and Japan remain leaders in all-solid-state battery development. However, as China is poised to invest heavily in battery technology, South Korean media are worried that...
Thursday 13 June 2024
Icarus on fire: the heat of China's solar market battle
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum.
Thursday 13 June 2024
Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying...
Thursday 13 June 2024
China accounts for half of Japan's chip equipment exports for 3 quarters in a row
China's demand for Japanese semiconductor equipment has been growing rapidly amidst the export sanction imposed by the US on advanced semiconductor equipment and technologies.
Thursday 13 June 2024
China-based National Silicon Industry to double wafer production capacity to foster self-reliant chip ecosystem
National Silicon Industry, the top wafer provider in China by market share, announced a plan to double its wafer production as the country has been growing its self-reliant semiconductor...
Thursday 13 June 2024
EU to enforce additional tariffs up to 38.1% on China-made BEVs
The European Commission announced the expected punitive tariffs on China-made battery EVs on June 12.
Thursday 13 June 2024
China EV price war takes its toll, fueling involution
Cut-throat pricing competition in China's Electric Vehicle (EV) market has induced heavy losses in all sectors along the value chain, triggering a blame game among major players for...
Wednesday 12 June 2024
Xiaomi, BYD pour CNY100 billion respectively into smart vehicle technology
BYD founder and chairman Wang Chuanfu said EVs are still gaining momentum in replacing internal combustion engine vehicles. He also announced that BYD will invest CNY100 billion (US$13...
Wednesday 12 June 2024
South Korea's US$454 billion semiconductor cluster faces power shortage threat
South Korea's semiconductor industry is warning that a future power shortage could cripple the capital region's sprawling...
Wednesday 12 June 2024
Samsung expands advanced-packaging alliance with 10 new partners to rival TSMC
Samsung Electronics is actively expanding its partner alliance to strengthen its semiconductor packaging technology, seeking to compete with the world's leading foundry, TSMC, in...