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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
Thursday 27 June 2024
SDC to focus personnel on OLED R&D; consider introducing 64-hour workweek
Facing increasing competition from rivals in its OLED business, Samsung Display (SDC) is reportedly transferring internal technical personnel to the small and medium-sized OLED development...
Thursday 27 June 2024
US export controls reshape global supply chains, expert warns
The US export control and sanction systems are increasingly becoming the most impactful economic tools on the global supply chain, as the federal government leads a comprehensive...
Thursday 27 June 2024
M&As taking place in China SiC and GaN IC industry
China's Silicon Carbide (SiC) and Gallium Nitride (GaN) compound semiconductor industries have seen several mergers and acquisitions (M&A).
Wednesday 26 June 2024
Synopsys expected to provide automation and analytics tools for Tata Electronics chipmaking facilities in India
Following the collaboration with Taiwan-based PSMC to build a 300mm wafer fab in India, Tata Electronics plans to expedite the operation of the fab with tools provided by Synopsys.
Wednesday 26 June 2024
Volkswagen to invest US$5 billion in Rivian, forming EV software JV
Volkswagen Group and US-based Rivian announced on June 25 that the former will invest up to US$5 billion in the emerging EV maker. The pair will also establish a joint venture focusing...
Wednesday 26 June 2024
Japanese, South Korean, and Taiwanese semiconductor supply chain firms will get SelectTalentUSA help
Finally, foreign semiconductor companies investing to produce chips in the United States are getting the help they need to recruit local talent for their supply chain.
Wednesday 26 June 2024
Challenges to Singapore's semiconductor surge: high costs, limited space and regional rivalries
Singapore is attracting major semiconductor investments, thanks to its strong labor force, advanced research capabilities, and solid manufacturing infrastructure.
Wednesday 26 June 2024
Apple's unique bets on M-Series chips for AI servers
Unlike other major tech companies that heavily rely on Nvidia GPUs for training and inference tasks of Large Language Models (LLM), Apple's Apple Intelligence server chips are unique...
Wednesday 26 June 2024
Indian electronic component production value set to surge fivefold by 2030
Due to government policy, India's electronics and component production values are expected to grow fivefold by the end of the decade. However, challenges remain as India still relies...
Wednesday 26 June 2024
SK Hynix thrives in HBM market while Samsung awaits Nvidia certification
SK Hynix's performance outlook in the High Bandwidth Memory (HBM) market has garnered optimism from South Korea's securities industry, driven by major customer orders from NVIDIA,...
Wednesday 26 June 2024
Don't get misled by Germany. Europe's demand for EVs stronger than anticipated
Germany terminated its EV subsidy at the end of 2023, casting a shadow over Europe's EV sales in 2024.
Wednesday 26 June 2024
Malaysia fast becoming semiconductor hub
Malaysia is fast becoming a semiconductor hub in Southeast Asia, with efforts being devoted particularly to expanding its advanced packaging, IC design, and AI sectors.
Wednesday 26 June 2024
Chinese DRAM maker CXMT to build new fab in Shanghai
Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT) has received government approval to establish a new manufacturing site in Shanghai, according to industry sources.
Tuesday 25 June 2024
Wistron to invest US$24.5 Million to build new factory in Vietnam's Ha Nam Province
Taiwan-headquartered electronics manufacturer Wistron, a major Apple supplier, is investing $24.5 million in a new factory in Vietnam's northern province of Ha Nam, according to a...
Tuesday 25 June 2024
Dongfeng Nissan shifts toward EVs as it closes one gasoline car plant
Nissan Motor recently announced that Dongfeng Nissan, its joint venture in China, had shut down production at a facility in Changzhou last week. The act was part of Nissan's efforts...