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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 23 December 2024
China chip sector sees 14,000 closures in 2024 amid industry reshuffle
The Chinese chip market faces severe challenges during the semiconductor industry's down cycle, with 14,648 chip companies shutting down in 2024. However, the entrepreneurial spirit...
Monday 23 December 2024
Marvell highlights India's semiconductor growth ahead of VLSI conference
India's semiconductor industry will convene next month in Bengaluru for the 38th VLSI Design Conference, a flagship event showcasing advancements in chip design, research, and inno...
Friday 20 December 2024
Topoint's Thailand plant on track for volume production in 2025
Topoint Technology, a manufacturer of PCB drill bits, is preparing to commence mass production at its new factory in Thailand in 2025. This facility will provide drilling services...
Friday 20 December 2024
King Shing to expand from AM to OE, targeting automotive fans
The accelerating penetration of automotive electronics is driving a technological revolution in the global automobile industry, with thermal management systems playing a pivotal role...
Friday 20 December 2024
US tariff expansion to Southeast Asia alarms automotive supply chain
The automotive supply chain is increasingly worried about the potential expansion of US tariffs to Southeast Asia.
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
China leads battery materials as South Korea's Posco Future M faces exit; Lotte eyes LFP mass production
China's battery materials sector is thriving, backed by government subsidies, low electricity costs, and cheaper labor, enabling aggressive investment. In contrast, South Korean firms,...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Thursday 19 December 2024
US probes China-founded router maker on national security fears
The US government has launched a national- security investigation into TP-Link, the China-founded router maker whose equipment now dominates the American market and has been targeted...
Thursday 19 December 2024
Japanese robotics giants pivot to US amid China market slump
Japanese robotics giants Fanuc and Yaskawa Electric are realigning their development strategies toward the US market amid declining demand in China. This shift is evident in their...
Wednesday 18 December 2024
US tightened chip controls put Samsung's China operations at risk
The US Department of Commerce's Bureau of Industry and Security (BIS) has expanded semiconductor export controls to include high bandwidth memory (HBM), a crucial component for artificial...
Wednesday 18 December 2024
US reportedly investigates Chinese semiconductors with possible tariffs amid dominance concerns
The US reportedly plans to invoke Section 301 of the Trade Act to investigate Chinese semiconductors, focusing on mature process chips in medical devices, cars, and smartphones. The...
Wednesday 18 December 2024
Notebook brands seek production beyond Vietnam as Trump 2.0 tariffs looms
With Donald Trump ready to take office in January 2025, notebook brands are asking their upstream supply chain partners to establish plants outside Vietnam, amid growing concerns...
Wednesday 18 December 2024
Malaysia launches National AI Office
On December 12, 2024, Malaysia marked a significant milestone in its digital transformation journey by officially launching the National AI Office (NAIO), a dedicated institution...
Wednesday 18 December 2024
US tariffs aim to steer global trade directions, says Pegatron chairman
In response to new US tariffs that may be imposed by US President-elect Donald Trump's upcoming administration, Pegatron chairman TH Tung pointed out that the US should value its...