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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
Monday 29 April 2024
Apple's supply chain expands presence in Southeast Asia, with Vietnam leading the way
Apple recently released its global supplier list for fiscal year 2023 (FY23).
Monday 29 April 2024
With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed...
Monday 29 April 2024
US probe into China's RISC-V role casts shadow on Samsung's AI chip ambitions and foundry biz expansion
Samsung Electronics has been actively promoting the open-source instruction set architecture, RISC-V, as a crucial technology for developing next-generation AI chips. However, the...
Monday 29 April 2024
Excess inventory becomes a risk with no brake on semiconductor investment
After the successive introduction of chip acts in the United States, the European Union, and Japan, a global trend of building chip fabs has emerged.
Monday 29 April 2024
Musk's China visit suggests Tesla's push to accelerate FSD deployment
Tesla CEO Elon Musk paid an unannounced visit to China on April 28. His main goal is reportedly accelerating the rollout of Tesla's Full Self-Driving (FSD) software in China. Coincidently,...
Monday 29 April 2024
KYEC leaves China amid OSAT shift toward Southeast Asia
King Yuan Electronics (KYEC) decided to sell its assets in China, another Taiwan-based OSAT major leaving China, as the US-China geopolitical tensions are reshaping the OSAT indust...
Monday 29 April 2024
Topco Senior CEO says geopolitics creates business opportunities
The global supply chain for semiconductors is undergoing far-reaching changes due to the geopolitical influence of major countries.
Friday 26 April 2024
Huawei's 7nm chip capability and HBM development reflect China's advanced processes ambition
Huawei continues its relentless journey towards chip self-sufficiency, showcasing signs of China's further advancements in advanced manufacturing processes.
Friday 26 April 2024
Nidec downsizes efforts in China to improve profits generated from fierce EV market
Japan-based electric motor manufacturer Nidec is reducing its products for the Chinese EV sector and planning to increase its sales of electric motors for industrial machinery in...
Friday 26 April 2024
ASEH likely to raise 2024 capex; US production line possible
ASE Technology Holding (ASEH) may boost its capex in 2024 due to increased spending on advanced packaging and testing capabilities. The Taiwan-based OSAT also does not rule out developing...
Friday 26 April 2024
Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.
Friday 26 April 2024
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Ch...
Friday 26 April 2024
Chinese homegrown automakers forthright about potential EV overemphasis
The Chinese car market has gained worldwide traction because of EVs. Homegrown automakers seize the opportunity to scale inside and outside China. The country has put many resources...
Friday 26 April 2024
Leading US brands said to support Qualcomm's PC push
Qualcomm has just announced the Snapdragon X Plus, its latest PC processor. According to available specs, the new processor is identical to the earlier Snapdragon X Elite, but with...
Friday 26 April 2024
Micron granted US$6.1 billion in US subsidies
The US Department of Commerce and Micron Technology have signed a non-binding Preliminary Memorandum of Terms (PMT) to provide up to US$6.14 billion in direct funding under the CHIPS...