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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
Chinese automakers adjust global strategy amid geopolitical tensions
Chinese automakers and their associated supply chains are actively expanding their operations internationally to mitigate the effects of trade disputes and geopolitical tensions with...
Tuesday 24 September 2024
China automakers demand price cuts for SiC modules
China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources.
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Tuesday 24 September 2024
Modi urges US tech giants to leverage AI opportunities in India's expanding market
Leading technology companies in the US, including Nvidia and Google, have announced their commitment to India as Indian Prime Minister Narendra Modi invited them to seize opportunities...
Monday 23 September 2024
TSMC denies plans for UAE chip plants despite Middle East AI push
The Wall Street Journal (WSJ) has reported that both TSMC and Samsung Electronics are in discussions about plans to build large semiconductor manufacturing facilities in...
Monday 23 September 2024
Wolfspeed unveils cutting-edge silicon carbide module solution to boost clean energy capacity
Wolfspeed, Inc. (NYSE: WOLF), the global leader in silicon carbide technology, today unveiled a silicon carbide module designed to transform the renewable energy, energy storage,...
Monday 23 September 2024
Taiwan leads in semiconductor manufacture; Japan academics urge collaboration
Japan is the industry leader in materials and equipment, while Taiwan maintains an overwhelming advantage in semiconductor manufacturing, according to Takashi Hattori, deputy representative...
Monday 23 September 2024
First OSAT facility supported by former cricketer inaugurated in Maharashtra, India
India-based RRP Electronics inaugurated an INR120 billion (US$1.4 billion) OSAT facility in Maharashtra, the second chipmaking project after Adani-Tower Semiconductor's wafer fab...
Monday 23 September 2024
Shifting winds: Taiwan's offshore energy localization policy faces turbulence under EU pressure
Taiwan's offshore wind industry finds itself in the eye of a storm as the European Union's World Trade Organization (WTO) complaint against local content requirements threatens to...
Monday 23 September 2024
China reportedly bypasses US DRAM tariffs via South Korea
China has successfully circumvented US tariffs on DRAM modules through South Korea, leading to a sharp drop in direct exports of Chinese DRAM modules to the US and a corresponding...
Monday 23 September 2024
Intel spins off IFS as subsidiary to enhance financial transparency, secure funding
In February 2024, Intel began independently reporting revenue and profit data for Intel Foundry Services (IFS), distinguishing it from the main product division. This strategic move...
Monday 23 September 2024
Skyworth sells stake in LG Display's Guangzhou LCD factory amid panel industry consolidation
Skyworth Group, through a subsidiary, has sold its stake in LG Display's LCD factory in Guangzhou, paving the way for both companies' strategic adjustments as the highly competitive...
Monday 23 September 2024
Qualcomm's rumored Intel acquisition faces antitrust, financing, and other hurdles
As Intel strives to improve its financial performance, rumors of a potential acquisition by Qualcomm—likely a partial takeover—have surfaced. However, the success of such...
Monday 23 September 2024
Speculation mounts over potential discontinuation of Nvidia's H20 chip as US export review approaches
As the US's annual review of export control approaches, speculation is mounting in the Chinese market regarding the potential discontinuation of Nvidia's H20 chip, a specialized version...
Monday 23 September 2024
Fed rate cut boosts optimism among Taiwanese electronics distributors
The Federal Reserve announced a rate cut of 25 basis points, signaling the beginning of a rate-cutting cycle for the first time in four years. Electronic component distributors believe...