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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 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Wednesday 20 November 2024
PC Partner relocates headquarters to avoid US export restrictions
Hong Kong-based graphics card manufacturer PC Partner has strategically relocated its headquarters to Singapore to navigate US export controls on chips to China. The company has also...
Wednesday 20 November 2024
SK Hynix accelerates US expansion with new packaging facility, strengthens ties with TSMC, Nvidia
SK Hynix has revealed plans to establish a new company in Indiana through its third quarter 2024 business report, marking a significant step toward building a semiconductor packaging...
Tuesday 19 November 2024
LGD expands Vietnam OLED module production with US$1 billion investment
LG Display (LGD) will invest an additional US$1 billion in Vietnam over the next five years to strengthen operations at its Haiphong OLED module factory, marking a significant step...
Tuesday 19 November 2024
Foxconn revises recruitment ads in India after discrimination allegations
Following reports about Foxconn's alleged recruitment practices in India, which excluded married women, the company reportedly has requested third-party human resources firms to stop...
Tuesday 19 November 2024
Multinationals moving to Vietnam to establish IC backend operations
Amid escalating US-China tensions, multinational companies are increasingly shifting their semiconductor testing and packaging operations to Vietnam, supported by local companies...
Tuesday 19 November 2024
EU-China EV pricing talks advance on the cusp of Trump's second term
The European Union's trade dispute with China over electric vehicles (EVs) took a new turn when both parties showed willingness to negotiate pricing agreements, despite the EU implementing...
Tuesday 19 November 2024
Micron adopts pragmatic China strategy amid US tech restrictions
Micron Technology is taking a more pragmatic approach to its operations in China, aligning its strategy with Chinese government expectations while navigating US technology restrictions...
Tuesday 19 November 2024
UK compound semiconductor provider IQE considers sale of Taiwan subsidary
UK-based epitaxial wafer and substrate provider IQE has reported that the overall market recovery is weaker than anticipated. As a result, the company expects its revenue for 2024...
Tuesday 19 November 2024
Trump's return sparks concerns over AI regulation and cloud operations in China
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the...
Tuesday 19 November 2024
Chinese SSD brands on the rise: YMTC Zhitai tops Samsung in e-commerce sales
Yangtze Memory Technologies Corp (YMTC), a prominent Chinese memory manufacturer, has achieved a milestone with its Zhitai brand, overtaking Samsung Electronics in solid-state drive...
Tuesday 19 November 2024
China's DDR4 price war disrupts global DRAM market
China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua...
Monday 18 November 2024
Taiwan minister leads mission to Lithuania to discuss drone tech
Taiwan Foreign Minister Chia-lung Lin is leading a delegation of company executives to Lithuania, a visit very likely to draw a rebuke from China.
Monday 18 November 2024
EU-China trade war reshapes solar and EV landscape
Trade disputes between the EU and China, especially in the solar and automotive sectors, underscore the intricate nature of global trade. Chinese manufacturers have shown resilience...
Monday 18 November 2024
Hiwin sees bright US automation prospects amid Europe's slowdown
Following a five-year hiatus, Hiwin resumed its in-person earnings call, providing an updated outlook for 2025. The company expects increased economic clarity post-US presidential...