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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 24 December 2024
China's SiC expansion reshapes global supply chain
The year 2024 marks a pivotal shift in the silicon carbide (SiC) industry, as unprecedented production increases by Chinese manufacturers transform the global supply chain. This critical...
Tuesday 24 December 2024
Wistron expands global footprint: new investments in US, Vietnam, and India
In a strategic move to strengthen its global presence, Wistron's board of directors approved several overseas investment projects on December 20, 2024, including a major renovation...
Tuesday 24 December 2024
Will Indonesia's pressure on Apple set a global trend?
Indonesia has demanded Apple establish manufacturing facilities commensurate with its market size in the country. As global supply chains continue to evolve, such requirements from...
Monday 23 December 2024
Micron forecasts slump in general-purpose memory, casting doubts on Samsung, SK Hynix
Micron has released its first-quarter fiscal 2025 (1QFY25, ending November 28, 2024) financial results, highlighting strong performance in its HBM segment. However, a weaker-than-expected...
Monday 23 December 2024
China chip sector sees 14,000 closures in 2024 amid industry reshuffle
The Chinese chip market faces severe challenges during the semiconductor industry's down cycle, with 14,648 chip companies shutting down in 2024. However, the entrepreneurial spirit...
Monday 23 December 2024
Marvell highlights India's semiconductor growth ahead of VLSI conference
India's semiconductor industry will convene next month in Bengaluru for the 38th VLSI Design Conference, a flagship event showcasing advancements in chip design, research, and inno...
Friday 20 December 2024
Topoint's Thailand plant on track for volume production in 2025
Topoint Technology, a manufacturer of PCB drill bits, is preparing to commence mass production at its new factory in Thailand in 2025. This facility will provide drilling services...
Friday 20 December 2024
King Shing to expand from AM to OE, targeting automotive fans
The accelerating penetration of automotive electronics is driving a technological revolution in the global automobile industry, with thermal management systems playing a pivotal role...
Friday 20 December 2024
US tariff expansion to Southeast Asia alarms automotive supply chain
The automotive supply chain is increasingly worried about the potential expansion of US tariffs to Southeast Asia.
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
China leads battery materials as South Korea's Posco Future M faces exit; Lotte eyes LFP mass production
China's battery materials sector is thriving, backed by government subsidies, low electricity costs, and cheaper labor, enabling aggressive investment. In contrast, South Korean firms,...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Thursday 19 December 2024
US probes China-founded router maker on national security fears
The US government has launched a national- security investigation into TP-Link, the China-founded router maker whose equipment now dominates the American market and has been targeted...
Thursday 19 December 2024
Japanese robotics giants pivot to US amid China market slump
Japanese robotics giants Fanuc and Yaskawa Electric are realigning their development strategies toward the US market amid declining demand in China. This shift is evident in their...
Wednesday 18 December 2024
US tightened chip controls put Samsung's China operations at risk
The US Department of Commerce's Bureau of Industry and Security (BIS) has expanded semiconductor export controls to include high bandwidth memory (HBM), a crucial component for artificial...