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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
Friday 27 September 2024
Lebanon explosions shake global supply chain confidence
In an unsettling turn of events, Lebanon experienced a wave of explosions on September 17 and 18 involving pagers, walkie-talkies, and other consumer electronics, resulting in dozens...
Friday 27 September 2024
Automakers in Europe, US, China face increased competition; Taiwan chipmakers seek breakthroughs
The competitive pressure on the automobile sectors in China, Europe, and the US has increased. In response, Taiwanese chipmakers involved in crucial supply chains seek breakthrough...
Friday 27 September 2024
Can Taiwan SiC industry grow its competitiveness?
Taiwan's silicon carbide (SiC) wafer foundry sector has received a confidence boost after Vanguard International Semiconductor (VIS), a specialty foundry affiliated with TSMC, announced...
Friday 27 September 2024
US DoD authorizes 83 domestic firms; Taiwan chipmakers target tier 2 supply chain orders
A list of "Accredited Suppliers" for semiconductor design, wafer foundry, packaging, and testing, among other services, was recently published by the Defense Microelectronics Activity...
Friday 27 September 2024
Yageo chairman on transformation: from China+1 to China+34, leading charge in AI revolution
Yageo Chairman Pierre Chen boldly declared, "Yageo is no longer the company you once knew." As the leading passive component manufacturer continues its transformation, Yageo is positioning...
Thursday 26 September 2024
LTPO backplanes trends upward after gaining favor from Huawei, Apple
Before 2020, almost all smartphones incorporated LTPS technology for their AMOLED panels. However, many manufacturers are turning to LTPO, especially now that generative AI (GenAI)...
Thursday 26 September 2024
European battery makers struggle as EV demand cools and investments falter
Europe's homegrown lithium battery sector is grappling with widening losses as electric vehicle (EV) demand slows and automakers face challenges in their transition to electrificat...
Thursday 26 September 2024
STMicroelectronics emphasizes China's key role in automotive and semiconductor supply chain amid expansion efforts
STMicroelectronics, while expanding production capacities in France and Italy, is also collaborating with Sanan Optoelectronics to establish a SiC fab in Chongqing, underscoring China's...
Thursday 26 September 2024
Thailand to build first SiC facility, with operation expected by 2027
Thailand is set to make a significant stride in the semiconductor industry with the establishment of its first silicon carbide (SiC) wafer factory, which is expected to begin operation...
Thursday 26 September 2024
Taiwan ramps up semiconductor innovation with US$9.3 billion initiative and global talent drive
At its September 19 board meeting, Taiwan's Central Bank emphasized Taiwan's critical role in maintaining its semiconductor dominance amid escalating US-China trade tensions in technology...
Thursday 26 September 2024
US DOC imposes ban on Chinese automotive software and hardware
The US Department of Commerce (DOC) recently proposed a ban on automotive software and hardware technology and equipment from China and Russia entering the US market. Sino Auto Insights...
Thursday 26 September 2024
US election outcome to impact prices for Taiwan ODMs negotiating ZT plant purchase
ODMs without US manufacturing capabilities have initiated active procurement discussions following AMD's acquisition of ZT Systems, with the upcoming US presidential election potentially...
Thursday 26 September 2024
Foxconn, BYD, and Xiaomi stepping up cobot deployments
Leading OEM and automobile firms, including Foxconn, BYD, and Xiaomi, are showcasing their collaborative robots (cobots) at the 2024 China International Industry Fair (CIIF), held...
Thursday 26 September 2024
Micron eyes production boost amid Samsung's HBM entry and Chinese rivalry
Despite a positive outlook for the memory market, driven largely by data centers, Micron anticipates Samsung Electronics' entry into the HBM market and is shifting toward higher-value...
Wednesday 25 September 2024
US set to ban Chinese connected vehicles on cybersecurity concerns
The US is intensifying restrictions on Chinese-made vehicles. Beyond the current 100% tariff on Chinese electric vehicles (EVs), the US Department of Commerce (DOC) is reportedly...