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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 27 August 2024
Manz AG anticipates growth in advanced packaging amid CoWoS shortage
The semiconductor industry is experiencing a surge in demand for advanced packaging technologies, driven by the rapid growth of high-end AI servers and generative AI. This trend has...
Tuesday 27 August 2024
Honor gets strategic investment from China Mobile
Chinese smartphone manufacturer Honor has received an investment from China Mobile Communication Co., the parent company of the country's largest mobile operator. While the exact...
Tuesday 27 August 2024
IBM closes R&D department in China amid shift in business strategy and widespread tech layoffs
Following the recent revelation that IBM had closed the intranet access for employees in its Chinese research and development and testing departments, on the morning of August 26,...
Tuesday 27 August 2024
China-based OSAT major delivers strong performance in 1H24
JCET, a leading Chinese semiconductor packaging and testing services provider, has announced impressive financial performance for the first half of 2024. The company reported a significant...
Tuesday 27 August 2024
Hota JV reportedly eyeing Tesla robot supply chain
Taiwan-based Hota Industrial MFG is reportedly trying to enter Tesla's humanoid robot supply chain via Main Drive, its joint venture with the Mirle Group. Both sides are reportedly...
Tuesday 27 August 2024
Taiwan-based lead frame manufacturers pivot to AI and automotive sectors amid recovery
Taiwan's lead frame manufacturers are showing signs of recovery, with a strategic focus on high-margin industries such as automotive electronics and high-end servers to boost profitability...
Monday 26 August 2024
Longsys-Kingston joint venture stalls, Shanghai plant sale in limbo
The partnership between memory giants Longsys and Kingston seems to have hit a major snag.
Monday 26 August 2024
Taiwan-based machinery sector faces challenges from geopolitical tensions and net-zero push, shifts to global expansion
The Taiwan-based machinery sector, which relies heavily on exports and is therefore highly vulnerable to global influences, is facing significant challenges, particularly from geopolitical...
Monday 26 August 2024
Former TSMC executive set to depart Samsung after two years as advanced packaging division restructures
In early 2023, Samsung Electronics welcomed former TSMC deputy director Jing-cheng "Vic" Lin to lead an advanced packaging task force to compete against TSMC. However, industry insiders...
Monday 26 August 2024
China opens first AI standardization institute to lead development of comprehensive AI standards
Following the AI standardization guidelines unveiled in June, China established its first institute for AI standardization in Beijing, aiming to lead the development of local and...
Monday 26 August 2024
MCU industry faces diverging fortunes in China and Taiwan
As the traditional peak season for MCU production approaches in the third quarter, the industry's outlook is characterized by a stark contrast between China and Taiwan. While Chinese...
Monday 26 August 2024
TSMC Kumamoto branch shows investment efficiency, expands general manufacturing
Three years since the Japanese government's decision in 2021 to support Taiwan's large foundry company, TSMC, in establishing a factory in Kumamoto, Kyushu has not only seen growth...
Monday 26 August 2024
SEA cloud free-for-all intensifies as AWS expands new Malaysia Region
Amazon's subsidiary, AWS, announced that its Region in Malaysia is now open, and it will be investing over US$6.2 billion in the country through 2038. Recently, Microsoft has also...
Monday 26 August 2024
Ford holds back BEVs, strengthens HEVs in direct contrast to Honda
Ford is greatly reducing BEV investments while strengthening its business in HEVs, which are cheaper and easier to sell.
Monday 26 August 2024
Foxconn denies low yields of made-in-India iPhones
Foxconn's Tucheng headquarters hosted a traditional Ghost Festival ceremony on August 23. Following the event, chairman Young Liu addressed recent speculation, assuring investors...