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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
Monday 9 December 2024
EU tightens subsidy rules for green hydrogen, effectively excluding Chinese products
The European Union is tightening its subsidy rules for green hydrogen production, effectively barring products with substantial Chinese involvement. The move reflects lessons learned...
Monday 9 December 2024
Chinese companies claim core components are self-sufficient; impact from US sanctions limited
The Biden administration has unveiled the largest and most extensive list of chip sanctions against China to date, primarily targeting Chinese semiconductor equipment and materials...
Monday 9 December 2024
European IDMs continue Chinese expansion despite geopolitical risks
NXP Semiconductors leads European expansion into China's semiconductor market, with executive vice president Andy Micallef outlining the company's plans to develop a supply chain...
Monday 9 December 2024
China leads global EV expansion as Taiwan boosts smart tech in vehicles, says DIGITIMES Research
The global EV market is rapidly expanding, particularly in China, driven by affordable models and government support. While Europe and the US face slower growth due to various factors,...
Monday 9 December 2024
Samsung and SK Hynix secure China operations under new US controls while CXMT exclusion raises eyebrows
With the US implementing new semiconductor export controls, Samsung Electronics (Samsung) and SK Hynix have gained temporary relief as they advance their process upgrades at factories...
Friday 6 December 2024
Huawei's Mate 70 launch stirs US scrutiny amid chipmaker clampdown
Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China's semiconductor sector. Analysts speculate the high-profile...
Friday 6 December 2024
Global PMX optimistic about China, US NEV component purchases
Automotive component manufacturer Global PMX is cautiously optimistic about its automotive business outlook in the fourth quarter of 2024 and the first half of 2025 thanks to orders...
Friday 6 December 2024
US ban on China affects equipment maker AIBT
Taiwanese equipment firm Advanced Ion Beam Technology (AIBT) is expected to be negatively impacted by the US's stringent restrictions on China, with revenue from the Chinese market...
Friday 6 December 2024
China counters US by proposing 20% price reduction on domestic products
China has unveiled countermeasures following Trump's recent announcement of a 10% tariff on Chinese imports. On December 5, the Ministry of Finance of the People's Republic of China...
Friday 6 December 2024
China semiconductor exports projected to top CNY1 trillion in 2024
Chinese semiconductor exports are projected to exceed CNY1 trillion (US$30.8 billion) in 2024, having already reached CNY931.17 billion in the first 10 months of the year.
Friday 6 December 2024
South Korea downplays the impact of US' HBM export control
The South Korean government has assured that the Biden administration's latest semiconductor control measures against China, including restrictions on high bandwidth memory (HBM)...
Friday 6 December 2024
Asian players eye opportunities as European, US automotive suppliers downsize
Major tier-1 automotive suppliers in Europe and the US are conducting layoffs amid disappointing electric vehicle (EV) demand, potentially creating opportunities for their Asian counterparts...
Thursday 5 December 2024
Chinese Arm-based server IC design house reportedly cutting jobs amid TSMC's 7mm chip supply halt
Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may...
Thursday 5 December 2024
US chip curbs further accelerate China domestic automotive chip production
Following the Bureau of Industry and Security's (BIS) addition of over 100 Chinese companies to its entity list, China's four major associations for automobiles, internet, semiconductors,...
Thursday 5 December 2024
Taiwan chip firms' China ties in crosshairs as US expands chip ban
The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers...