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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 16 December 2024
South Korea's FuriosaAI takes on global AI chip race with 'RNGD'
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
Monday 16 December 2024
SiC demand surges as China's EV charging infrastructure expands
In a significant push to support its burgeoning electric vehicle sector, China's charging infrastructure has surged to 12.35 million charging units, with silicon carbide (SiC) becoming...
Monday 16 December 2024
Rapidus faces three major challenges in 2nm chip production
According to Nikkei, Rapidus chairman Tetsuro Higashi stressed in an interview that achieving the goal of producing 2nm chips involves overcoming three significant challenges-...
Monday 16 December 2024
Google to accelerate production shift from China to Vietnam amid US trade tensions
In response to the potential tariffs announced by Donald Trump, Google is expediting its move to shift production from China to Vietnam, aligning with the "China +1" strategy adopted...
Monday 16 December 2024
India extends notebook and PC import monitoring system through 2025
The Indian government has extended its monitoring framework for importing notebooks, tablets, and personal computing devices by one year through December 2025.
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based...
Monday 16 December 2024
Indian ESDM industry poised for rapid growth with massive market expansion
The Indian electronics system design and manufacturing (ESDM) industry was valued at approximately INR2.09 trillion (approx. US$24.62 billion) in fiscal 2023 (April 2022 to March...
Monday 16 December 2024
US tightens AI chip export rules, targets Southeast Asia as China's GPU smuggling hub
The Biden Administration is expected to unveil new regulations by the end of the year, targeting China's acquisition of advanced AI chips through third-party nations. These measures...
Friday 13 December 2024
China's EV exports plummet despite its market penetration rate exceeding 50% for four months
China's domestic electric vehicle (EV) sales have maintained a penetration rate of over 50% for four consecutive months, reflecting strong growth in the domestic market, according...
Thursday 12 December 2024
China probes Nvidia over Mellanox deal, raising stakes in tech war
China's market regulator launched an antitrust probe into Nvidia, marking Beijing's first major investigation of a US chipmaker in a decade and escalating tensions in the global semiconductor...
Thursday 12 December 2024
US Trade Representative hikes tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China
On December 11, 2024, the US Trade Representative (USTR) announced modifications to tariff actions under Section 301 of the Trade Act, targeting specific Chinese products. These measures...
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.