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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 22 December 2023
From Mirage fighters to microchips: Taiwan-France accord marks a milestone in high-tech collaboration
In a significant diplomatic development, Taiwan and France had recently signed a Science and Technology Cooperation Convention (STC). This agreement not only elevated Taiwan-France...
Friday 22 December 2023
Spurred by US-China trade war and Covid-19, short supply chains become the norm in network communications industry
Shorter supply chains have become an inevitable trend in the electronics industry due to the US-China trade war and the impact of COVID-19, as systems and component manufacturers...
Friday 22 December 2023
China imposes export control on rare earth processing technologies
Shortly after the US government tightened its restrictions on Chinese entities, China appeared to retaliate by limiting the export of technology related to rare earth elements. This...
Friday 22 December 2023
Taiwan compound semiconductor firms unfazed by Luxshare buyout of Qorvo backend fabs in China
Luxshare Precision Industry's impending acquisition of Qorvo's backend fabs in China is unlikely to have a significant impact on Taiwan-based compound semiconductor firms, according...
Friday 22 December 2023
More Chinese device assemblers, IC design firms enter backend
Many Chinese device assemblers and IC design houses are investing in the backend sector or building their own packaging and testing lines, indicating a trend toward vertical integration,...
Thursday 21 December 2023
The implication of Foxconn subsidiaries added to Unverified List
The US Bureau of Industry and Security (BIS) announced an update of the Unverified List on December 19, and two Foxconn subsidiaries were shockingly among the 13 companies added to...
Thursday 21 December 2023
China's glory as the sole smartphone manufacturing hub is no more
The migration of smartphone supply chains is making a dent in China's production outputs, according to Chinese media Yicai. The number of smartphones manufactured in China decreased...
Thursday 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Thursday 21 December 2023
Chinese packaging and testing providers venture into SEA amidst geopolitical tensions
Over the past two years, due to the pandemic's impact on supply chains and instability factors like the Russia-Ukraine war and US-China tensions, chipmakers have taken actions to...
Wednesday 20 December 2023
13 Chinese entities added to the Unverified List, 4 removed
The Bureau of Industry and Security (BIS) is amending the Export Administration Regulations (EAR) by removing four persons, all under the destination of China, from the Unverified...
Wednesday 20 December 2023
Luxshare to acquire Qorvo's China facilities in strategic deal
Qorvo and Luxshare Precision Industry have reached an agreement for Luxshare to purchase Qorvo's assembly and testing facilities in Beijing and Dezhou, China. Furthermore, as part...
Wednesday 20 December 2023
Liu's planned departure from TSMC comes as no surprise, sources say
Mark Liu's planned departure from TSMC's management comes as no surprise, according to supply chain sources, with many assuming the move has something to do with the pure-play foundry's...
Wednesday 20 December 2023
Arm, Qorvo to scale down operations in China
Arm and Qorvo have announced plans to scale down their local operations in China amid geopolitical difficulties.
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Why would China send GPUs to Malaysia for advanced packaging?
A Reuters report quoted three people familiar with the fact that more and more Chinese IC design houses are having their chips packaged in Malaysia, worrying that the US...