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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 9 August 2024
What makes Malaysia so attractive to companies like Enovix and Infineon?
Enovix, a next-generation 3D silicon-lithium battery design and manufacturing company founded in 2007, is a global leader in high-performance battery technology. On August 8, it announced...
Friday 9 August 2024
Five key takeaways from Infineon 8-inch SiC fab opening event
Infineon has built a new plant in Kulim Hi-Tech Park, Malaysia, dedicated to generating 8-inch silicon carbide (SiC) wafers. Here are five major takeaways from the new facility's...
Friday 9 August 2024
Chinese cell manufacturers poised to lead US LFP battery supply
The US government has introduced legislation to foster a localized battery ecosystem, aiming to reduce dependence on Asian suppliers. However, Chinese cell manufacturers investing...
Friday 9 August 2024
Google's antitrust case loss affects Apple; may accelerate expansion of AI search market
On August 5, the US Department of Justice (DOJ) ruled that Google monopolized the search engine market, marking the first antitrust case victory for the DOJ in over 20 years. This...
Friday 9 August 2024
Chinese automotive SoC developers file for IPO in Hong Kong
Black Sesame Technologies and Horizon Robotics, two China-based developers of smart driving chips, have recently filed for IPO on the Hong Kong Stock Exchange.
Friday 9 August 2024
SMIC's profit plummets amid fierce competition in China, despite record utilization rate
China-based pure-play foundry Semiconductor Manufacturing International Corporation (SMIC) reported a decline in profit despite growing revenue by more than 20% amid intense competition...
Thursday 8 August 2024
Infineon's US$8 billion plant to boost Malaysian chip ambitions
Malaysia is gaining more heft in the global supply chain as Infineon Technologies AG opens a major semiconductor manufacturing complex in the country, the Southeast Asian nation's...
Thursday 8 August 2024
China smartphone industry, 2Q 2024
China-based smartphone brands shipped a total of 167 million devices in the second quarter of 2024 with volumes expected to continue rising in the second half.
Thursday 8 August 2024
Potential US ban on Chinese vehicle tech to breed longer-term effects on tech rift
The US is reportedly preparing to impose a ban on vehicle technology that raises cybersecurity concerns. While this move may not immediately impact automakers, it could further widen...
Thursday 8 August 2024
Chinese EV oversupply may ease as US and EU express concerns
The US and EU have started addressing the influx of Chinese electric vehicles (EVs) entering global markets. The issue of oversupply may ease as investments by Chinese automakers...
Thursday 8 August 2024
Console conundrum: Nintendo, Sony face regulatory roadblocks in China's lucrative gaming market
China's gaming market, valued at CNY302.96 billion (US$41.8 billion) in 2023, presents a lucrative opportunity that major Japanese game companies like Nintendo and Sony are eager...
Thursday 8 August 2024
China rushing into chiplet and HBM fab tool development
China-based semiconductor equipment manufacturers have expedited their domestic development efforts, foraying into the chiplet and HBM memory sectors, according to industry sources...
Thursday 8 August 2024
Radiant unveils strategic expansion in Taiwan and Vietnam amid revenue growth
Radiant, a leading backlight module manufacturer, is experiencing a gradual recovery in revenue. The company anticipates distinct seasonal patterns in 2024, with the third quarter...
Wednesday 7 August 2024
Honor's IPO faces market hurdles amid Huawei's resurgence
Honor, once a reportedly discarded asset after its separation from Huawei, has defied expectations by carving out a strong position in the mid-to-high-end smartphone market. While...
Wednesday 7 August 2024
CXMT's initial HBM capacity in Hefei reaches one-third of Korean manufacturers
Reports indicate that China's DRAM leader ChangXin Memory Technologies (CXMT) is actively investing in high bandwidth memory (HBM) production capacity. Currently, CXMT is establishing...