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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
Thursday 29 August 2024
Taiwan could face 3-5 year gap in drone market as China retains key module dominance
Taiwan, with its critical geopolitical position, has an opportunity to secure key positions in the global drone supply chain not dominated by Chinese businesses. Thunder Tiger (TT),...
Wednesday 28 August 2024
China to surpass South Korea's OLED panel production; impact on Taiwan-based DDI makers uncertain
Chinese OLED manufacturers have now surpassed South Korean companies in terms of market share, according to figures from multiple research firms. This development could potentially...
Wednesday 28 August 2024
Taiwan's undervalued defense sector: a missed opportunity in the global arms race
After taking office, President Lai Ching-te identified five key industrial chains for development, with the defense sector among them.
Wednesday 28 August 2024
Chinese OSAT eyes advanced packaging opportunities
In recent years, advanced packaging has become increasingly crucial in high-performance computing, and Chinese OSAT companies, particularly Tongfu Microelectronics, are determined...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
Japanese startups see investments bounce back from foreign venture capital in 1H24
The Japanese government has been encouraging venture capital (VC) funds, particularly foreign VC funds, to invest in the Japanese market.
Wednesday 28 August 2024
Intel's board shakeup: Lip-Bu Tan's sudden exit sparks speculation about the tech giant's struggles
Lip-Bu Tan, the founder of Cadence Design Systems and a prominent figure in tech venture capital, resigned abruptly from Intel's board of directors on August 19. This unexpected departure...
Wednesday 28 August 2024
Chinese EDA sector follows global consolidation trend as market grows and key players expand
Since 2024, the global Electronic Design Automation (EDA) industry has seen considerable consolidation. The Chinese EDA sector, despite its long-standing fragmentation and early developmental...
Wednesday 28 August 2024
Taiwan panel industry may need support from semiconductor industry to survive
Leading panel makers AU Optronics (AUO) and Innolux are expected to end the year in the black, boosted by non-operating income as they sell their factories to TSMC and Micron, which...
Wednesday 28 August 2024
Apple unlikely to move capacity back to China, say sources
Rumor has it that Apple is seeking to partially reverse its production relocation, returning to China some of the manufacturing capacity it has had its suppliers move out of the country...
Tuesday 27 August 2024
Memory demand may slightly benefit from new Chinese AAA game in 4Q24
The frenzy surrounding the launch of Black Myth: Wukong, China's first AAA game to find success in the global market, has spurred speculation of a ripple effect going into the traditional...
Tuesday 27 August 2024
CMC navigates local content challenges: Adjusting MG brand operations and delaying new car launch
At the online investor conference on August 26, Ching-wu Chien, vice President of China Motor Corp. (CMC), addressed the company's response to new government regulations mandating...
Tuesday 27 August 2024
SK Group obtains three major weapons to strike global AI market
To seize the initiative in AI, the SK Group revealed that it is ready to use "three weapons," namely HBM, GTAA, and energy solutions. It hopes to sound the attack on the semiconductor,...
Tuesday 27 August 2024
China-South Korea Semiconductor Fund fuels Wuxi's rise as a hub for South Korean chip firms
With TSMC expanding its presence in the United States, Japan, and Europe, many suppliers have followed suit, venturing abroad to establish new operations.
Tuesday 27 August 2024
India expands partnership with Singapore to include semiconductors and advanced manufacturing
Following a semiconductor collaboration with Malaysia, India further expanded its partnership with Singapore to include advanced manufacturing, semiconductors, aviation, and other...