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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 5 January 2024
TSMC outlook, global fab deployments to draw market attention at upcoming investor meeting
TSMC will host an investor meeting on January 18, marking the return of its physical conference after nearly four years of conference calls. The upcoming investor meeting will be...
Friday 5 January 2024
The rise of Transsion in Indian smartphone market poses threats to its Chinese counterparts
Shenzhen Transsion Holdings (Transsion), a China-based consumer electronics maker emerging from African markets, is seeing its smartphone market share rising in India, posing threats...
Friday 5 January 2024
Major China-based semiconductor equipment providers form strategic investment venture
According to corporate data China, four major China-based semiconductor equipment makers formed a joint venture to conduct strategic investments in components used in chipmaking to...
Friday 5 January 2024
Funding for Chinese IC design firms drying up
China's semiconductor industry has seen a drastic dive in funding availability since 2023, taking a heavy toll particularly on the IC design sector. With strong government support,...
Thursday 4 January 2024
Global supply chain grapples with uncertainty amid conflicts and trade realignment
The ripple effects of Russia's invasion of Ukraine and the Israel-Hamas conflict are reverberating across the global supply chain, injecting an aura of unpredictability. However,...
Thursday 4 January 2024
China's SiC push boosts cost-effectiveness, threatens to dethrone Si, GaN
China's significantly expanded production capacity of third-generation silicon carbide (SiC) crystals is set to open gradually in 2024.
Thursday 4 January 2024
Geopolitical dynamics fuel expansion of Taiwan's PA supply chain in global markets
As geopolitical tempest is sweeping across the world, nations are strategically bolstering their military capabilities and satellite infrastructure to safeguard their global standing...
Thursday 4 January 2024
Huawei gaining midrange smartphone market share
Industry sources noted that Huawei has started growing its market share in the midrange smartphone segment, posing a threat to its Chinese competitors, as well as IC design company...
Thursday 4 January 2024
Chinese automakers consider using commercial chips, sources say
Cost concerns are driving some Chinese automakers to consider expanding the use of commercial-grade chips to replace automotive-grade ones in their vehicles, according to supply chain...
Wednesday 3 January 2024
China's AI surge sparks cloud boom amidst challenges; Chinese government assesses major language models
The surge in demand for generative AI applications propels the cloud services market forward, notably led by Chinese AI enterprises within the Internet sector.
Wednesday 3 January 2024
Chinese factories address SiC material pain points, could break through G2 limitations
China's third-generation silicon carbide (SiC) crystal growth plants have effectively caught up with international giants in 2023 and vigorously expanded their production. In 2024,...
Wednesday 3 January 2024
China consolidates rare earth industry amid falling market share in production
In an era when rare earths are required for major green technologies, China consolidated its rare earth industry, as the dominant provider saw its rare earth production share drop...
Wednesday 3 January 2024
Global semiconductor capacity to reach record 30 million wafers per month in 2024, SEMI says
Global semiconductor capacity is expected to increase by 6.4% in 2024 to top the 30 million wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, according...
Wednesday 3 January 2024
BYD beats Tesla in 4Q23 BEV sales
The world's two largest EV makers, Tesla and BYD, achieved record sales in the fourth quarter of 2023. BYD even dethroned its US competitor with a passenger battery EV sales volume...
Wednesday 3 January 2024
Chinese foundries keep building additional fab capacity
Unfavorable market conditions have not slowed the pace of capacity expansion at key Chinese foundries, and this trend is expected to continue in 2024, according to industry sources...