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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
Wednesday 31 January 2024
China approaches automotive chip autonomy with domestic standards guidance
The Chinese Ministry of Industry and Information Technology (MIIT) recently issued the new Guidelines for the Construction of the National Automotive Chip Standard System.
Wednesday 31 January 2024
A Tale of Two Fates in China's EV market
China's electric vehicle industry kicked off 2024 with a flurry of activity, showcasing a tale of triumph and turmoil among key players. While BYD celebrated a triumphant start, ...
Tuesday 30 January 2024
Samsung throws down the gauntlet to Chinese rivals
For Samsung, 2024 is a crucial year to catch up, both in the Chinese market and globally.
Tuesday 30 January 2024
Pentagon's Silicon Valley-based innovation unit seeks autonomous USVs and AI data fusion tech to counter drone swarm
The Silicon Valley-based Defense Innovation Unit (DIU) operated by the US Department of Defense is seeking small unmanned surface vehicles (USVs) that are production-ready, inexpensive,...
Tuesday 30 January 2024
Malaysia sees new semiconductor cluster forming as first IC substrate plant commissioned
The global semiconductor industry has invested in Malaysia for over 50 years. With IC substrate maker Austria Technologie & Sytemtechnik (AT&S) starting production at its...
Tuesday 30 January 2024
WSJ: White House to announce billions in subsidies for TSMC, Intel in March
US President Joe Biden is expected to officially announce subsidies amounting to billions of dollars to major semiconductor manufacturers on March 7, according to the Wall Street...
Monday 29 January 2024
Chinese satcom chip suppliers are tapping into the drone sector
As China continues to build and strengthen its satellite communication and navigation industry, some ground equipment suppliers have been exploring the drone and drone defense market...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Friday 26 January 2024
China's smartphone market slips 1% in 4Q23; Huawei back to top four
According to the most recent Canalys data, the decline in China's smartphone market slowed further in the fourth quarter of 2023, with total shipments reaching 73.9 million units,...
Friday 26 January 2024
ASML's High-NA EUV under the spotlight as urgent orders from China wane
Urgent orders from China due to US export controls have become a last resort for ASML in the global semiconductor industry downturn. Now, at the beginning of 2024, ASML has confirmed...
Friday 26 January 2024
Taiwan's hacking crisis exposes semiconductor firms' Achilles supply chains
Taiwan's semiconductor companies and their supply ecosystem are uniquely vulnerable to cyber-attacks.
Friday 26 January 2024
SK Hynix said to diversify HBM equipment sources, optimizing processes
SK Hynix is trying to diversify equipment sources to cut reliance on certain technology and specific companies for its High Bandwidth Memory (HBM) supply chain, according to South...
Friday 26 January 2024
Price war in Chinese car market impacts Nidec's earnings forecasts
The fierce price cuts persisting in China and other EV markets have burdened automotive suppliers. Japan-based Nidec, an electric motor drive technology provider, just scaled down...
Friday 26 January 2024
Pegatron to set up manufacturing site in Malaysia
Contract electronics maker Pegatron has announced plans to build a plant in Malaysia, bringing the total number of its manufacturing sites in Southeast Asia to four.
Friday 26 January 2024
Intel-UMC to boost Intel market share via advanced foundry services for UMC customer base
Intel announced a collaboration on developing the 12nm process platform to address high-growth markets such as mobile, communication infrastructure, and networking. The collaboration...