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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 September 2024
China's mature chip dominance looms, Taiwan IC designers urged to prioritize sub-7nm
China is poised to take the lead in the global market for mature semiconductor manufacturing processes as it continues to expand its production capacity. Industry experts warn that...
Tuesday 24 September 2024
IPC makers eye strong recovery as global markets rebound, project benefits stretch into 2025
Major industrial PC (IPC) manufacturers like Advantech and DFI are showing signs of stabilization despite a sluggish market. Meanwhile, with the Chinese market bottoming out and renewed...
Tuesday 24 September 2024
Morgan Stanley warns of memory market winter; sparks criticism from South Korean semiconductor industry
On September 15, Morgan Stanley issued a report dramatically reducing SK Hynix's target stock price by 54%, cutting it from KRW260,000 (approx. US$200) to KRW120,000. Simultaneously,...
Tuesday 24 September 2024
Japan launches US$400M hydrogen fund to accelerate global clean energy transition
Japan has officially launched the Japan Hydrogen Fund, a US$400 million initiative aimed at advancing the global hydrogen supply chain and reducing barriers to clean energy adoption...
Tuesday 24 September 2024
Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?
The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts...
Tuesday 24 September 2024
Military spending hits new highs, Taiwan's Transcom capitalizes on global demand
Multiple pager and walkie-talkie explosions in Lebanon have heightened tensions across the Middle East, fueling a surge in global military expenditures. As conflicts flare up in various...
Tuesday 24 September 2024
AUO emphasizes three pillars in strategy shift as LCD market evolves
As Japanese and Korean LCD manufacturers exit the market in response to Chinese competition, Taiwan-based AUO is strategically pivoting its business model. The company is reducing...
Tuesday 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...
Tuesday 24 September 2024
Maserati links to China's Chery as parent Stellantis seeks reorganization
Due to Stellantis' poor financial performance in the first half of 2023, CEO Carlos Tavares publicly declared at the end of July that the company would shut down unprofitable brands...
Tuesday 24 September 2024
Huawei, Samsung continue releasing new products to challenge Apple
Apple's new iPhone 16 series officially launched on the 20th. With features including GenAI enhancements and processor upgrades, there are high expectations for its sales performance...
Tuesday 24 September 2024
Huawei acknowledges chip manufacturing limitations in pursuit of advanced computing solutions
Huawei's rotating chairman, Zhijun Xu, has publicly recognized for the first time that China's limited chip manufacturing capabilities hinder the company's ability to develop advanced...
Tuesday 24 September 2024
German automotives face bleak challenge with BMW's major recall, VW to close factories
With China's electric vehicles (EVs) gaining a strong foothold and automotive sales in the European Union (EU) slowing down, traditional large Germany-based automotive manufacturers...
Tuesday 24 September 2024
Chinese automakers urged to expand abroad amid trade concerns
China's new energy vehicle (NEV) supply chain is feeling the impact of geopolitical pressures from countries such as Europe and the United States. The trade dispute between Europe...
Tuesday 24 September 2024
Vietnam unveils semiconductor policy for 2050
Vietnam has unveiled its semiconductor roadmap for 2025-2050, aiming to establish three fabs, 20 integrated circuit (IC) backend houses, and 300 IC design houses as part of its goal...
Tuesday 24 September 2024
Foreign auto joint ventures lose ground to local EV makers in China
Foreign auto joint ventures (JVs) that once dominated China's car market are rapidly losing market share to local electric vehicle (EV) manufacturers, according to industry sources...