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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
Tuesday 2 July 2024
Malaysia and Singapore vie for semiconductor supremacy in SEA amid global supply chain shifts
As the global supply chain undergoes restructuring, Malaysia and Singapore have emerged as attractive destinations for semiconductor companies seeking to establish manufacturing operations...
Tuesday 2 July 2024
AI giants seize market as OpenAI pulls out of China
OpenAI recently surprised users by announcing that, starting July 9, 2024, it will cease providing API services to China and other regions, including Hong Kong.
Tuesday 2 July 2024
France targets Nvidia in landmark antitrust case over AI dominance
Nvidia is set to face antitrust charges from the French government.
Tuesday 2 July 2024
Chipmakers gearing up for SiPh boom
Advanced packaging for Silicon Photonics (SiPh) and Co-Packaged Optics (CPO) has emerged as an additional forward-thinking trend, following CoWoS, InFO, and SoIC.
Tuesday 2 July 2024
BYD's ambitious drive into East Asian markets faces hurdles and opportunities
Chinese EV giant BYD is making significant inroads into the South Korean and Japanese markets, challenging established domestic players and reshaping the competitive landscape in...
Tuesday 2 July 2024
Chinese manufacturers to benefit from CoWoS-like structures and TSMC order surplus
Taiwan Semiconductor Manufacturing Company (TSMC) remains the world's sole provider capable of delivering a complete end-to-end Chip-on-Wafer-on-Substrate (CoWoS) packaging solution...
Tuesday 2 July 2024
Huawei is developing HBM with Wuhan XMC: media
Rumors from various sources said Huawei is partnering with Wuhan XMC to develop high bandwidth memory (HBM) to meet the robust demand for Artificial Intelligence (AI).
Tuesday 2 July 2024
With AI server cooling demand rising, Samsung and SK Hynix promote immersion cooling verification
Samsung Electronics and SK Hynix have conducted immersion cooling technology verification tests on their semiconductors. This move is seen as a response to the emerging next-generation...
Tuesday 2 July 2024
Taiwanese semiconductor supply chain migrates to meet customers' geopolitical risk demand
At the urging of customers and incentives provided by countries vying for domestic semiconductor production, leading companies in the Taiwanese semiconductor supply chain have accelerated...
Tuesday 2 July 2024
Chinese Big Fund invests local IC design and EDA tool startups
The second phase of the Chinese state-owned semiconductor investment fund invested in two startups engaged in IC design and EDA tool development, respectively.
Tuesday 2 July 2024
Chinese smartphone makers struggle with AI adoption due to lack of compelling applications
Chinese smartphone vendors face challenges in adopting AI, which has not significantly influenced consumer choices despite industry efforts. There is a noticeable disparity between...
Tuesday 2 July 2024
Microsoft closing offline stores in China, focusing on online channels
Microsoft is closing its offline authorized stores in China as part of its strategic adjustment to focus on online channels.
Tuesday 2 July 2024
China's mobile phone shipments continue to rise in May, as 618 shopping festival boosts market
Demand for mobile phones in China continues to surge, which helps to reduce the seasonal decline in global mobile phone shipments in the second quarter.
Tuesday 2 July 2024
Chinese EV vendors expand into Central Asia, Africa markets
Chinese electric vehicle (EV) manufacturers such as BYD, Hozon Auto, and Xpeng Motors are seeking to replicate the success of Transsion Holdings in the mobile phone business by venturing...
Tuesday 2 July 2024
GF acquires GaN technology from Tagore
GlobalFoundries has acquired Tagore Technology's proprietary and production-proven power gallium nitride (GaN) IP portfolio to push the boundaries of efficiency and performance in...