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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
Friday 20 September 2024
China's chipmakers find new growth in ASEAN markets
Chinese semiconductor firms are rapidly expanding into Southeast Asia, with ASEAN countries emerging as key partners in their international push. Despite hurdles in developing their...
Friday 20 September 2024
China-based CXMT's aggressive production expansion may disrupt global DRAM market
With strong backing from the Chinese government, Changxin Memory Technologies (CXMT) is aggressively expanding its DRAM production capacity, potentially challenging the triopoly led...
Friday 20 September 2024
With US election counting down, battery manufacturers show little concern
In November, the US will hold its presidential election. While the development of the electric vehicle (EV) industry has garnered much attention, some battery-related companies confidently...
Friday 20 September 2024
Taiwan aerospace supplier AIDC to head drone industry alliance for international partnerships
Taiwan is actively positioning itself as a democratic drone supply hub in Asia, with the first dedicated drone exhibit scheduled for mid-October as part of the Taiwan International...
Friday 20 September 2024
Xiaomi to debut tri-fold smartphone, sources say
A recent leak of Xiaomi's patent for the design of a tri-fold mobile phone has sparked speculation that Xiaomi intends to enter the triple-folding phone market, following the launch...
Thursday 19 September 2024
Huawei bids farewell to Android: HarmonyOS NEXT to change mobile platform landscape in China
Huawei is set to unveil its native operating system, HarmonyOS NEXT, at the Huawei Connect Conference on September 19. This marks a significant step in Huawei's journey to integrate...
Thursday 19 September 2024
Status of global AI healthcare market
Image analysis makes a major contribution to the AI healthcare industry with Taiwan enjoying rapid development in related applications.
Thursday 19 September 2024
China races to boost domestic chip output as trade tensions rise
China's Ministry of Industry and Information Technology (MIIT) has issued a directive urging automakers to audit their chip usage and push for chip replacement verifications, intending...
Thursday 19 September 2024
China's self-developed immersive DUV system remains years away despite milestone in dry DUV technology
China recently achieved a milestone with its indigenous lithography system, which is capable of producing chips at nodes smaller than 65nm. However, the development of an immersive...
Thursday 19 September 2024
iPhone 16 spurs OLED competition as South Korea and China battle for market lead
South Korean OLED panel manufacturers are poised for a recovery despite a 7.8% year-over-year decline in electroluminescent material procurement in the first half of 2024. The rising...
Thursday 19 September 2024
TSMC solves mass production issues in US; advanced process self-sufficiency may be realized
In early December 2022, Apple CEO Tim Cook and US President Joe Biden attended the groundbreaking ceremony for TSMC's wafer fab in Arizona. During his speech, Cook stated that the...
Thursday 19 September 2024
Japanese semiconductor suppliers expand in India amid Chinese import substitution
At SEMICON India 2024, major Japanese semiconductor suppliers participated, with Tokyo Electron set to expand its presence in India, underscoring the strategy to tap into the growing...
Thursday 19 September 2024
China eyes Southeast Asia as vital gateway for semiconductor expansion
Since early September, Southeast Asia has solidified its position as a key player in the global semiconductor industry. Tower Semiconductor of Israel announced a US$10 billion investment...
Thursday 19 September 2024
Will Luxshare gain from Huawei-shunning Chinese carmakers?
Luxshare Precision Industry's entry into the future automobile market has not been as rapid as its Chinese competitors. However, market sources suggest that Luxshare may provide Chinese...
Thursday 19 September 2024
Chinese EV makers to boost overseas production as tariffs climb
China's electric vehicle (EV) manufacturers are expanding their overseas production to circumvent rising tariffs in many parts of the world. This move comes as China emerges as a...