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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
Tuesday 10 December 2024
Japanese intervention reportedly keeps China's CXMT off US entity list
Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China's...
Tuesday 10 December 2024
China launches antitrust investigation into Nvidia amid escalating US-China chip tensions
Amid heightened US-China chip tensions, Chinese regulators have launched an antitrust investigation into Nvidia, alleging that the US chip giant has violated the terms of its 2020...
Tuesday 10 December 2024
Assessments suggest Taiwan drone supply chain may lag 3-5 years behind China
Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone...
Tuesday 10 December 2024
China's industrial and automotive chip drive powers military-grade AI robotics
China's push for semiconductor self-sufficiency, spurred by US restrictions, is yielding dual-use technological advances that span both civilian and defense sectors. Several key developments...
Monday 9 December 2024
Taiwan electronics industry sees silver lining in Trump 2.0
The Taiwan Electronic Equipment Industry Association (TEEIA) released its 2025 white paper on December 6, 2024, outlining strategic recommendations for the government as Taiwan's...
Monday 9 December 2024
India reports surging chip imports with rising reliance on China
India's semiconductor imports have continued to rise as the nation works to establish its electronics manufacturing supply chain. This increase in chip imports is accompanied by a...
Monday 9 December 2024
Japanese IC distributors strengthen ties to navigate US-China tensions
Japanese semiconductor distributors are strengthening their foothold in China through strategic partnerships and acquisitions to navigate the complexities of US-China trade tensions,...
Monday 9 December 2024
EU tightens subsidy rules for green hydrogen, effectively excluding Chinese products
The European Union is tightening its subsidy rules for green hydrogen production, effectively barring products with substantial Chinese involvement. The move reflects lessons learned...
Monday 9 December 2024
Chinese companies claim core components are self-sufficient; impact from US sanctions limited
The Biden administration has unveiled the largest and most extensive list of chip sanctions against China to date, primarily targeting Chinese semiconductor equipment and materials...
Monday 9 December 2024
European IDMs continue Chinese expansion despite geopolitical risks
NXP Semiconductors leads European expansion into China's semiconductor market, with executive vice president Andy Micallef outlining the company's plans to develop a supply chain...
Monday 9 December 2024
China leads global EV expansion as Taiwan boosts smart tech in vehicles, says DIGITIMES Research
The global EV market is rapidly expanding, particularly in China, driven by affordable models and government support. While Europe and the US face slower growth due to various factors,...
Monday 9 December 2024
Samsung and SK Hynix secure China operations under new US controls while CXMT exclusion raises eyebrows
With the US implementing new semiconductor export controls, Samsung Electronics (Samsung) and SK Hynix have gained temporary relief as they advance their process upgrades at factories...
Friday 6 December 2024
Huawei's Mate 70 launch stirs US scrutiny amid chipmaker clampdown
Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China's semiconductor sector. Analysts speculate the high-profile...
Friday 6 December 2024
Global PMX optimistic about China, US NEV component purchases
Automotive component manufacturer Global PMX is cautiously optimistic about its automotive business outlook in the fourth quarter of 2024 and the first half of 2025 thanks to orders...
Friday 6 December 2024
US ban on China affects equipment maker AIBT
Taiwanese equipment firm Advanced Ion Beam Technology (AIBT) is expected to be negatively impacted by the US's stringent restrictions on China, with revenue from the Chinese market...