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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 22 October 2024
China's first 3nm SoC by Xiaomi marks a seven-year gap since its last launch, likely manufactured by TSMC
Xiaomi's self-developed 3nm chip has begun taping out, marking the first 3nm mobile SoC launched by a Chinese company, with TSMC anticipated as the manufacturer. However, neither...
Tuesday 22 October 2024
SiC prices plunge as Chinese capacity soars, reshaping semiconductor landscape
Silicon carbide (SiC) once thrived amid substrate shortages. However, 2024 saw a significant shift where Chinese manufacturers dramatically ramp up production, resulting in a collapse...
Tuesday 22 October 2024
Synnex eyes AI-driven growth and global expansion, downplays effects of US election
As geopolitical tensions persist, Synnex Chairperson Evans Tu has brushed off concerns about potential industry disruptions, asserting that any market shifts will have minimal impact...
Tuesday 22 October 2024
Utilization rate drops sharply for Chinese solar wafer leader
TCL Zhonghuan, a leading Chinese manufacturer of solar silicon wafers, has reportedly reduced its factory utilization rates, sharply cutting the working hours for its workers, according...
Tuesday 22 October 2024
Xiaomi-developed 3nm SoC speculation persists
At a public event in China, Jianguo Tang, the chief economist at the Beijing Municipal Bureau of Economy and Information Technology, inadvertently declared that Xiaomi's self-developed...
Monday 21 October 2024
AI research shakeup: Microsoft tops Google as Meta's influence soars
The announcement of the Nobel Prizes in Physics and Chemistry has affirmed Google's long-standing position in advancing AI research. However, with the rise of generative AI, competitors...
Monday 21 October 2024
Current and former ministers of South Korea's MOTIE warn of semiconductor industry crisis in 5 years
Former South Korean ministers recently gathered to assess the challenges facing the country's semiconductor industry. They cautioned that while South Korea currently leads globally...
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about...
Monday 21 October 2024
China's new capital stimulus for chip and tech sectors sparks overcapacity concerns
China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply...
Monday 21 October 2024
India's semiconductor story: how does it compare to China's?
As India attempts to become a key player in the global semiconductor industry, comparisons with China's well-established sector are inevitable. While China has dominated semiconductor...
Monday 21 October 2024
Hong Kong Autumn Electronics Fair reveals key trends: Wearables and robotics set to boom in India and Middle East
The 2024 Hong Kong Electronics Fair (Autumn Edition) and electronicAsia, key indicators for China's consumer electronics supply chain, showcased promising growth in wearable electronics...
Monday 21 October 2024
China aims to export nuclear tech but faces global skepticism
China is rapidly expanding its nuclear energy sector, with nuclear power currently accounting for only about 5% of its electricity generation compared to nearly 70% from coal. Despite...
Monday 21 October 2024
Qualcomm and Arm's ambitions for Intel's product department may be futile
Recently, reports have surfaced suggesting that Qualcomm and Arm are interested in acquiring Intel's product division. However, industry experts are skeptical about the likelihood...
Monday 21 October 2024
Samsung and SK Hynix pivots to high-value memory tech to fend off China's price wars
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance...
Monday 21 October 2024
US tech giants pour US$8.2 billion into UK's cloud infrastructure to seize AI sovereignty opportunities
The UK government has announced that four US cloud technology and data center operators—ServiceNow, CoreWeave, CyrusOne, and CloudHQ—will invest a total of up to GBP6.3...