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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 14 March 2024
Chinese smartphones aid in NAND prices rebound
As NAND Flash prices gradually rebound, Samsung Electronics has also begun to increase production, with reports indicating that the utilization rate of its Xi'an factory in China...
Thursday 14 March 2024
China likely to see rising M&A in chip industry amidst cooling IPO market
Amid an overheated frenzy in semiconductor investments, the Chinese government's decision to cool the market down has bore fruit. An expert believes an industrial consolidation has...
Thursday 14 March 2024
China-based Xingdong-Semi signs MoU with ST to secure SiC supply
As EVs continue to drive semiconductor demand, China-based Xindong Semiconductor Technology announced on March 13 that it had signed an MoU with STMicroelectronics. The agreement...
Wednesday 13 March 2024
US 2025 defense budget to cut semiconductor spending
On March 11, 2024, the US Department of Defense (DoD) revealed the Biden-Harris Administration's proposed fiscal year 2025 defense budget request totaling US$849.8 billion. In accordance...
Wednesday 13 March 2024
EU's Digital Markets Act targeting platform giants stirs concerns over US trade relations
The EU's Digital Markets Act (DMA) is now in effect, designating global online platform operators as "gatekeepers" to be regulated under this law.
Wednesday 13 March 2024
Semiconductor cluster in Kumamoto boosts local development
Japan's Kumamoto, where TSMC operates a joint venture fab, has seen significant economic expansion in just two years, as have other parts of Kyushu.
Wednesday 13 March 2024
Chinese EV battery firms to lose US tax incentives, place your bets for Japan, South Korea two-horse-race
The US is reportedly preparing to revise the Foreign Entities of Concern list (FEOC) under the Inflation Reduction Act (IRA) in 2025.
Tuesday 12 March 2024
Western EV makers scaling back provides Chinese competitors challenges and opportunities
Slower demand for EVs has prompted European and US carmakers to delay their plans. Zhu Huarong, chairman of China-based Changan Automobile, said the situation will hamper Chinese...
Tuesday 12 March 2024
Visa hurdles threaten operations of South Korean-owned US factories
The shortage of H-1B work visas has become a major obstacle for South Korean companies to expand their manufacturing operations in the US. The South Korean government is actively...
Tuesday 12 March 2024
Southeast Asia ideal for PCB manufacturing, says TPCA
Southeast Asia is highly favorable for establishing PCB production bases under current circumstances, thanks to its huge labor force, low labor expenses, and fewer geopolitical hazards,...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
Ex-SMIC R&D EVP joins Chinese memory maker CXMT
Zhou Meisheng, former EVP of technology R&D at Semiconductor Manufacturing International (SMIC), has joined Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT).
Monday 11 March 2024
India continues to strengthen its position as the second-largest mobile phone manufacturing hub
India has experienced a significant increase in production and exports within the mobile phone manufacturing sector, positioning it as the second-largest producer and the fifth-largest...
Monday 11 March 2024
'You reap what you sow': DIGITIMES VP on Indian market's opportunities and challenges
Amidst the ongoing tensions between the United States and China, more brands, including tech giant Apple, are eyeing India's promising economic growth and demographic distribution...
Friday 8 March 2024
India's ICT, EV manufacturing boom promises huge opportunities for Taiwanese industrial players
India has been trying hard to strengthen the development of its manufacturing industries since Prime Minister Narendra Modi took office in 2024, highlighted in its slogans ranging...