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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 12 December 2024
China IC design sector trails global semiconductor growth for the first time
China's overall IC design sales are expected to reach CNY646 billion (US$89.66 billion) with a year-over-year increase of around 11.9% in 2024, marking the first time it has been...
Thursday 12 December 2024
Intelligent driving sparks competition among Huawei-backed automakers in China
China's automotive sector is witnessing a strategic shift from new energy vehicles to intelligent driving technology in 2024. At the forefront of this transformation is Huawei, whose...
Wednesday 11 December 2024
Hua Hong's Wuxi expansion boosts China's chip market amid STM partnership and local production surge
The second phase of Hua Hong Semiconductor's 12-inch wafer fab expansion in Wuxi held a production ceremony on December 10. This event garnered significant attention following the...
Wednesday 11 December 2024
China may target more US firms for antitrust probes
China's antitrust probe into Nvidia may be followed by similar actions against other firms, as Beijing ups the ante in retaliation for the latest US trade restrictions.
Wednesday 11 December 2024
Japanese firms race to advance 1 nm semiconductor tech
Japan's leading semiconductor materials manufacturers are making strategic moves to develop crucial components for 1-nanometer chip production, positioning themselves at the forefront...
Wednesday 11 December 2024
US-China tech war escalates: Beijing targets Nvidia, more investigations expected to follow
The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and...
Wednesday 11 December 2024
China's green economy nears tipping point as oil demand wanes
The Inflation Reduction Act (IRA), aimed at bolstering renewable energy and electric vehicles, has drawn sharp criticism from Donald Trump, who dismissed it as a "green new scam."...
Tuesday 10 December 2024
YMTC denies backdoor listing rumors amid rising industry scrutiny
China-based Yangtze Memory Technologies Corp (YMTC) has dismissed speculation of a "backdoor listing," issuing a rare public statement on December 9, 2024, to refute rumors connecting...
Tuesday 10 December 2024
Japanese intervention reportedly keeps China's CXMT off US entity list
Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China's...
Tuesday 10 December 2024
China launches antitrust investigation into Nvidia amid escalating US-China chip tensions
Amid heightened US-China chip tensions, Chinese regulators have launched an antitrust investigation into Nvidia, alleging that the US chip giant has violated the terms of its 2020...
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone...
Tuesday 10 December 2024
China's industrial and automotive chip drive powers military-grade AI robotics
China's push for semiconductor self-sufficiency, spurred by US restrictions, is yielding dual-use technological advances that span both civilian and defense sectors. Several key developments...
Monday 9 December 2024
Taiwan electronics industry sees silver lining in Trump 2.0
The Taiwan Electronic Equipment Industry Association (TEEIA) released its 2025 white paper on December 6, 2024, outlining strategic recommendations for the government as Taiwan's...
Monday 9 December 2024
India reports surging chip imports with rising reliance on China
India's semiconductor imports have continued to rise as the nation works to establish its electronics manufacturing supply chain. This increase in chip imports is accompanied by a...
Monday 9 December 2024
Japanese IC distributors strengthen ties to navigate US-China tensions
Japanese semiconductor distributors are strengthening their foothold in China through strategic partnerships and acquisitions to navigate the complexities of US-China trade tensions,...