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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
Monday 29 July 2024
Diversifying the supply chain: Taiwan taps multicultural ASEAN talent to tackle workforce shortage
As Taiwan's manufacturing industry diversifies its supply chain in accordance with the China+1 strategy and the government's Southbound policy, it has been relocating factories to...
Monday 29 July 2024
Slow EU approval delays Intel and TSMC subsidies under European Chips Act
In March and April 2024, Intel and TSMC received substantial subsidies of US$8.5 billion and US$6.6 billion respectively for building plants in the US under the CHIPS and Science...
Friday 26 July 2024
Apple's iPhone drops out of China top five as local rivals soar
Apple Inc. lost ground in China's smartphone market in the June quarter after local companies like Huawei Technologies Co. surged ahead.
Friday 26 July 2024
China's smartphone market grows 10% in 2Q24, thanks to 618 promotions and GenAI
According to the latest Canalys research, Mainland China's smartphone market experienced a 10% year-on-year growth in the second quarter of 2024, with shipments exceeding 70 million...
Friday 26 July 2024
China takes different approach to South Korea in display technology R&D; focuses on QD-LED and Micro LED
In display R&D, China's rapid development has garnered attention. While South Korea focuses on technology sectors like OLED and backplanes, China instead puts more emphasis on...
Friday 26 July 2024
Thailand maintains electricity tariff to ease economic strain
Thailand's Ministry of Energy has announced that it will freeze electricity prices at THB4.18 (approximately US$0.12 ) per unit until the end of 2024. This decision aims to alleviate...
Friday 26 July 2024
India reportedly to ease curbs on Chinese investments
As Narendra Modi enters his third term as India's Prime Minister, the country is reportedly expected to adopt a somewhat softer stance on its economic ties with China by easing its...
Friday 26 July 2024
Revolution in auto electrification challenges Japan's industry
The shift towards automotive electrification is ushering in a new revolution for mainstream car manufacturers.
Friday 26 July 2024
Chinese foundries favor domestic orders, limiting fab capacity for others
Chinese foundries have prioritized orders from domestic customers, resulting in limited availability of fab capacity for others particularly Taiwan-based ones targeting the Chinese...
Friday 26 July 2024
Chinese semiconductor equipment could reach advanced levels in 5-10 years, says AMEC CEO
Although China is still a long way from meeting international standards in the field of semiconductor equipment, it is entirely feasible for the country to achieve technologically...
Thursday 25 July 2024
Nexchip joins Chinese indigenization drive with photomask production, aiming for full-service foundry status
Nexchip is expanding into photomask production, aiming to achieve mass production by the fourth quarter. This move positions Nexchip as a full-service foundry, similar to TSMC and...
Thursday 25 July 2024
KLA sees bright future in advanced packaging and HBM, expects flat growth in China
Due to the AI-driven surge in demand for semiconductor equipment, KLA reported better-than-expected financial results. The company expects to benefit from investments in advanced...
Thursday 25 July 2024
Foxconn steps up investment in China
Under the current geopolitical climate, the trend toward localized production is set to continue for some time. Yet Hon Hai Precision (Foxconn) is seemingly bucking the trend, instead...
Thursday 25 July 2024
Chinese MCU firms shift focus to automotive, household appliances
While consumer electronics demand is experiencing a sluggish recovery, major Chinese MCU suppliers have redirected their attention to automotive and white household appliances, according...
Wednesday 24 July 2024
Taiwan machinery sector gains from global supply chain reshuffle amid US-China tensions
Observers believe that US President Joe Biden's decision to forgo his re-election bid will undoubtedly boost Donald Trump's chances of returning to the White House. This could likely...