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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 26 December 2024
Honda-Nissan deal may be key in fight against China's BYD
Honda Motor Co. absorbing Nissan Motor Co. could give the two struggling Japanese brands the scale they need to take on China's BYD, sales figures released Wednesday show.
Thursday 26 December 2024
SEMI plans Indian Semiconductor Academy to power country's chip dreams
SEMI is stepping up to nurture India's critical talent pipeline as the country embarks on an ambitious journey to become a global semiconductor powerhouse.
Wednesday 25 December 2024
US$5.2 billion subsidy finalized: Samsung's and SK Hynix's plans and concerns in the US
The US government has recently finalized the subsidy amounts for SK Hynix and Samsung Electronics (Samsung), with the two major South Korean companies receiving US$458 million and...
Wednesday 25 December 2024
Toyota reportedly eyes wholly-owned EV factory in China
Toyota Motor reportedly plans to set up a new plant in Shanghai, China, to produce EVs for its luxury Lexus brand. This would mark the first fully-owned manufacturing facility by...
Wednesday 25 December 2024
Synopsys strengthens Vietnam presence with fourth office in Hanoi
Synopsys, the leading electronic design automation company in the US, has launched its fourth office in Vietnam, located in Hanoi. The company already operates two offices in Ho Chi...
Wednesday 25 December 2024
Reliance's partnerships with Shein and Hisense signal easing of India-China tensions
Reliance, a conglomerate based in India, has established partnerships with Chinese companies following a period of Indian restrictions on Chinese investors. This development signifies...
Wednesday 25 December 2024
US House targets BOE: OLED import ban looms amid SDC patent clash
The US House Select Committee on Strategic Competition with the Chinese Communist Party (Select Committee on the CCP) has urged a ban on importing OLED panels from BOE over alleged...
Wednesday 25 December 2024
US targets mature Chinese chips with Section 301 probe over dumping concerns
Having previously focused on advanced chips for AI, the US government is now targeting mature process semiconductors amid fears of Chinese dumping that could undermine American suppliers...
Wednesday 25 December 2024
Geopolitical threats expand to mature wafer fabs as US launches Section 301 investigation against China
The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation...
Wednesday 25 December 2024
India RISC-V startup secures US$8 million, plans mass-producing first MCU by 2025
Mindgrove Technologies, an India-based IC design house, has secured US$8 million in funding, positioning the startup to commercialize its RISC-V products amid the Indian government's...
Wednesday 25 December 2024
TEL targets 40% AI equipment revenue amid waning China demand
Tokyo Electron (TEL) aims to increase its revenue share from AI-related semiconductor equipment to approximately 40% by the fiscal year ending March 2026, up from the current 30%...
Wednesday 25 December 2024
Is US banning Chinese SiC components to save Wolfspeed?
The US has initiated a Section 301 investigation into China's mature manufacturing processes, specifically targeting silicon carbide (SiC) semiconductor production.
Wednesday 25 December 2024
China's top IDMs face headwinds amid SiC sector uncertainty
China's leading power semiconductor IDMs are making headlines as industry pressures mount: Hangzhou Silan Microelectronics has postponed two major projects, while Beijing Century...
Tuesday 24 December 2024
China advances in mature chip manufacturing amid geopolitical frictions
As US-Sino chip tensions rise, Beijing strengthens its position in mature process chip manufacturing, echoing its earlier solar panel strategy. While the US maintains a lead in advanced...
Tuesday 24 December 2024
Global investment plans of Japanese IDMs
Geopolitical tensions prompt Japanese IDMs to gather capacities in Japan's Kyushu and Tohoku regions and prioritize their OSAT capacity expansions in ASEAN countries.