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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 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.
Tuesday 24 December 2024
Sunnic expands CIS business in India, diversifies into AI services
IC distributor Sunnic Technology & Merchandise is expanding its CMOS image sensor (CIS) business in India while diversifying into service businesses focused on unmanned automation...
Tuesday 24 December 2024
US scrutiny of China's mature chip sector signals shifts in supply chains
The Biden administration is reportedly ramping up scrutiny of China's mature process chips during its transition period, potentially paving the way for tighter regulatory measures...
Tuesday 24 December 2024
SK Hynix clinches major HBM deal with Broadcom
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth...
Tuesday 24 December 2024
Hua Hong names new chair as investment firms gain control
Shanghai Hua Hong Group, a major wafer foundry in China, has made a surprise change of leadership, replacing Su-xin Zhang with Jian Qin as chairman.