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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 24 October 2024
Wolfspeed halts EUR3bn SiC wafer plant, throwing Germany's semiconductor plans off track
Wolfspeed has suspended the construction of its SiC wafer plant in Ensdorf, Germany, as Europe's electric vehicle market faces a slowdown. This comes on the heels of Intel's halted...
Thursday 24 October 2024
Japan restarts minimal fabs to train semiconductor talent
Talent development is a key challenge for Japan as it seeks to revitalize its semiconductor industry. In response, the Japanese government has chosen to resurrect the half-inch wafer...
Thursday 24 October 2024
Lam Research signals declining Chinese revenue, eyes growth in advanced manufacturing and packaging
Following ASML's report of declining net bookings and anticipated lower revenue from China, Lam Research refrained from providing updated guidance for its fiscal year. The company...
Thursday 24 October 2024
European automakers see more challenges at home
European automakers have long struggled with the influx of low-cost Chinese electric vehicles (EVs), but their challenges are intensifying. Now, they face the dual pressure of stringent...
Thursday 24 October 2024
TSMC chips in Huawei AI accelerator cast doubt on SMIC's capabilities
Chinese foundry Semiconductor Manufacturing International (SMIC) has found itself in a precarious position following a recent TechInsights teardown report concerning a TSMC-manufactured...
Wednesday 23 October 2024
Global smartphone shipment forecast, 2025 and beyond
Global smartphone shipments will rise nearly 5% on year in 2024 and continue picking up around 4% yearly before 2030.
Wednesday 23 October 2024
TSMC reports potential Huawei chip regulation breaches to US authorities in dual notification
TSMC reported potential export violations to US regulators—twice—amid concerns that Huawei accessed restricted semiconductor technology through intermediaries. The case...
Wednesday 23 October 2024
Smartphone shipments in India grow by 9% in 3Q24; Vivo claims top position for first time
While the global smartphone market continues to grapple with excess inventories, smartphone shipments in India grew by 9% compared to the same period last year. However, the industry...
Wednesday 23 October 2024
Samsung turns to the Japanese playbook: a look at how Sony and Hitachi engineered their turnarounds
Samsung Electronics has launched bold restructuring efforts to boost competitiveness, forming a business task force to enhance R&D and explore new business avenues, according...
Wednesday 23 October 2024
ASML chief sees US pressure building for more China restrictions
ASML Holding NV CEO Christophe Fouquet expects pressure will grow from the US to further restrict sales of semiconductor technology to China, the biggest market for the Dutch producer...
Wednesday 23 October 2024
Returning Taiwanese manufacturers face relocation pressure again amid domestic resource constraints
Taiwanese manufacturers returning from China to invest domestically amid the US-China tech and trade rivalry are encountering mounting pressure to relocate overseas. Industry observers...
Wednesday 23 October 2024
China gearing up for quantum satellite and transmission breakthroughs
China's quantum technology ambitions are gaining momentum as Huawei's venture capital arm makes a strategic investment in quantum measurement specialist China Quantum Measurement...
Wednesday 23 October 2024
PSMC chairman turns caution towards India to optimism amid Tata partnership
After a partnership between Taiwan-based Powerchip Semiconductor Manufacturing Corporation (PSMC) and Japan-based SBI Holdings to establish a wafer fab fell through, PSMC is now pursuing...
Wednesday 23 October 2024
Horizon Robotics launches Hong Kong IPO with Alibaba, Baidu support and TSMC manufacturing
Horizon Robotics, a Chinese autonomous driving technology provider, aims to raise US$696 million through its Hong Kong IPO, potentially providing a boost to the city's listing market...
Wednesday 23 October 2024
Taiwan's robot exports decline amid global automation surge in 2023
Global demand for industrial robots continues to surge. According to the latest data from the International Federation of Robotics (IFR), global robot installations reached 540,000...