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 7 August 2024

Taiwan based DDI makers navigate intensifying Chinese price competition

The ongoing price competition in the Chinese display driver IC (DDI) market has compelled Novatek Microelectronics and other Taiwan-based DDI suppliers to expand their target markets...

Wednesday 7 August 2024

China solidifies dominance in global panel industry with strong domestic support

In the first half of 2024, China-based panel manufacturers have secured over 50% of small and medium-sized AMOLED panel shipments, reinforcing their leading position in the industr...

Tuesday 6 August 2024

China foundries prioritize mature nodes for capacity growth, limiting capacity for NOR flash

China-based foundries are rapidly expanding their capacity for mature logic IC processes, limiting local NOR production capability. As a result, global NOR flash supply and demand...

Tuesday 6 August 2024

Honor denies rumors of government-backed IPO amid China's slowing capital market

Amid a slowing Chinese IPO market due to regulatory tightening and economic uncertainties, reports suggest that Honor is planning to go public after securing substantial government...

Tuesday 6 August 2024

Indian opto-semiconductor maker acquires US-based IC equipment company

Indian opto-semiconductor supplier Polymatech has announced the acquisition of a US-based semiconductor equipment provider specializing in packaging and testing. This...

Tuesday 6 August 2024

Mexico: powering the future with electronics, semiconductors, and AI

Tuesday 6 August 2024

AI gamble looms large as Apple seeks to revive iPhone sales in China

Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite...

Tuesday 6 August 2024

Infineon completes sale of Philippines and South Korea backend sites to ASE

Infineon Technologies has completed the sale of its two backend manufacturing sites, one in Cavite, Philippines, and one in Cheonan, South Korea, to two fully owned subsidiaries of...

Tuesday 6 August 2024

Taiwan PCB makers to start test runs at new plants in Thailand by 3Q24

Taiwanese PCB makers have particularly targeted the automotive market in their investments. The simultaneous expansion of their operations in Thailand reflects their clients' emphasis...

Tuesday 6 August 2024

China's pursuit of self-sufficiency in chipmaking equipment hurts Taiwan exports

Taiwan's chipmaking tool exports, which prioritize the market in China, have been impacted by China's increased efforts to achieve self-sufficiency in semiconductor equipment.

Monday 5 August 2024

Former Tesla executive launches Xelerate Ventures to propel AI for Good in Taiwan

Former Tesla APAC Head of Technology Leo Liu is charting new territory with the launch of Xelerate Ventures, targeting startups dedicated to "AI for Good" initiatives. As he extends...

Monday 5 August 2024

Apple's Chinese revenue falls short amidst rising competition; reliance on Apple Intelligence proves challenging

Apple reported weaker-than-expected revenue in China, facing increasing competition from Chinese rivals. The company's only recourse is to leverage Apple Intelligence to counter these...

Monday 5 August 2024

China accelerates autonomous driving via multiple pilot cities, with Beijing, Shanghai, Wuhan leading the charge

China is keenly positioning itself as a global frontrunner in autonomous driving technology. Strong government support coupled with intense competition among major cities has cultivated...

Monday 5 August 2024

Global OSAT industry revenue projected to rebound by 8%, says DIGITIMES Research

The global semiconductor market is experiencing strain as inventory adjustments across the electronics sector weigh heavily on growth. According to DIGITIMES Research, the...

Monday 5 August 2024

Low-cost Chinese robots likely to flood the market

The competition between Chinese and American companies in the humanoid robot industry is heating up.

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