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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
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Tuesday 3 December 2024
Luxshare expands and leverages non-China capacity in Vietnam to ease client cost pressures
Luxshare Precision, a key Chinese partner of Apple, is expanding its production capacity in Vietnam through a significant enlargement of its Nghe An facility. The workforce is expected...
Tuesday 3 December 2024
New US ban imposes 'large yard, high fence' on Chinese equipment, materials, EDA
The US Department of Commerce's Bureau of Industry and Security (BIS) released a new regulation on December 2, adding 140 Chinese companies to the Entity List. This regulation targets...
Tuesday 3 December 2024
China and ASML respond to new US restrictions adding 140 more entities to Entity List
China has expressed strong dissatisfaction in response to the new round of sanctions from the US. China's Ministry of Commerce issued a statement stating that the new measures further...
Tuesday 3 December 2024
Poland-Taiwan space partnership takes flight at TASTI 2024
Poland marked a significant diplomatic milestone at the TASTI Expo 2024 with the first-ever Polish Space Agency delegation to Taiwan, led by Michal Wiercinski, Vice President of POLSA...
Tuesday 3 December 2024
Apple unlikely to reverse declining iPhone sales in China with Chinese version of AI alone
Apple is facing significant challenges in China, where its smartphone sales have been hit hard. Despite the launch of the iPhone 16 series in October 2024, the brand is under increasing...
Tuesday 3 December 2024
Chinese foundries, memory firms face US export curbs
The upcoming US ban targets the Chinese semiconductor industry in what is expected to be the third significant crackdown in three years. However, the number of companies affected...
Tuesday 3 December 2024
Trump 2.0 trade war: potential winners and losers
Donald Trump's upcoming return to the US presidency and his promised import tariffs threaten to disrupt the World Trade Organization's free trade principles. The WTO's 166 member...
Tuesday 3 December 2024
US imposes tariffs on Chinese solar producers in Southeast Asia
The US Department of Commerce announced on November 29, 2024, its preliminary findings in antidumping duty investigations targeting crystalline photovoltaic cells and modules from...
Tuesday 3 December 2024
Biden's final chip salvo hits China: TSMC steady, UMC-VIS gain
The US government is preparing to expand restrictions on semiconductor equipment and related chip sales to China, particularly targeting AI and High Bandwidth Memory (HBM) products...
Tuesday 3 December 2024
European auto layoffs ripple across supply chains as Chinese EV makers face setbacks
The European automotive supply chain faces deepening turmoil, with industry giants like Bosch, Valeo, and Ford announcing extensive layoffs. These developments underscore the ongoing...
Tuesday 3 December 2024
Trump 2.0 power trio: Wall Street veterans and China hawks to lead aggressive trade agenda
Donald Trump has accelerated his cabinet appointments post-election, naming all 15 cabinet-level positions and over 20 key officials within 20 days—outpacing his first-term...
Tuesday 3 December 2024
Trump 2.0 looms: Indian manufacturing draws chip distributors
Global supply chains have gradually diversified in recent years, with India emerging as a potential replacement for China in the electronics manufacturing sector. As geopolitical...
Monday 2 December 2024
Murata cements MLCC market supremacy with focus on AI, smartphones, and wearables
Murata Manufacturing Co. has unveiled a new mid-term business plan focused on boosting market share for its flagship product, Multi-layer Ceramic Capacitors (MLCCs), in response to...
Monday 2 December 2024
Samsung slashes photoresist usage in 3D NAND production, impacts supplier
Samsung Electronics has reportedly reduced its use of thick photoresist (PR) in the photolithography process for its latest 3D NAND flash, achieving significant cost savings. This...