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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
Wednesday 21 August 2024
Japan to reportedly subsidize firms to develop supply chain, independent of China in SEA
Fifteen Japanese companies plan to invest approximately JPY100 billion (US$680 million) in research, development, and equipment across Southeast Asia, focusing on the electric vehicle,...
Wednesday 21 August 2024
Foxconn balances global expansion and client demands amid geopolitical shifts
Global manufacturing has been significantly influenced by geopolitical tensions in recent years, prompting the sector to revisit regionalization and local production plans. This shift...
Wednesday 21 August 2024
China CIS firms gain domestic market share with local foundry, backend support
Support from local foundries and backend houses in China is helping CMOS image sensor (CIS) firms obtain more orders, reducing the country's reliance on Sony, according to industry...
Wednesday 21 August 2024
TSMC maintains steady pace in EU fab expansion as competitors slow projects
Many chipmakers have disclosed delays or suspensions in their new European fab projects; however, TSMC's are proceeding more efficiently than those of their competitors.
Tuesday 20 August 2024
SSFC sees growth opportunities amid China's auto market involution
Taiwan's Shinkong Synthetic Fibers Corporation (SSFC) has made significant inroads into China's electric vehicle market with materials such as elastomers and automotive films. Despite...
Tuesday 20 August 2024
Global semiconductor manufacturing industry strengthens in 2Q24, SEMI reports
The global semiconductor manufacturing industry in the second quarter of 2024 continued to show signs of improvement with significant growth of IC sales, stabilizing capital expenditure,...
Tuesday 20 August 2024
Siemens Gamesa eyes Asia-Pacific pivot as China dominates offshore wind market
Chinese offshore wind turbine manufacturers are leveraging their cost advantage to capture global market share, posing a serious threat to European competitors like Siemens Gamesa...
Tuesday 20 August 2024
Is TSMC-Innolux FOPLP collaboration possible?
TSMC recently acquired Innolux's 5.5G LCD fab at the Southern Taiwan Science Park (STSP) for NT$17.14 billion (US$530.8 million), which includes factory buildings and associated facilities...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Tuesday 20 August 2024
What's behind the setbacks in Huawei's 910C chip production?
Reports from the Chinese semiconductor industry suggest that Huawei's Ascend 910C...
Tuesday 20 August 2024
Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand
Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance...
Tuesday 20 August 2024
German car brands face market share decline in China
German luxury car brands BMW, Mercedes-Benz, and Audi are experiencing a decline in market share in China amid ongoing price cutting in the local car market. The German brands have...
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Tuesday 20 August 2024
China's used car market faces challenges amid new vehicle price cuts
Ongoing cutthroat competition in the Chinese auto market has led to challenges in China's used car market. Additionally, moves by foreign car brands, such as halting price cuts in...
Tuesday 20 August 2024
TSMC places SHR orders with fab toolmakers
TSMC has received an influx of orders for CoWoS and other chipmaking equipment, the majority of which require super hot runs (SHR), according to industry sources.