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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 April 2024
Musk's China visit suggests Tesla's push to accelerate FSD deployment
Tesla CEO Elon Musk paid an unannounced visit to China on April 28. His main goal is reportedly accelerating the rollout of Tesla's Full Self-Driving (FSD) software in China. Coincidently,...
Monday 29 April 2024
KYEC leaves China amid OSAT shift toward Southeast Asia
King Yuan Electronics (KYEC) decided to sell its assets in China, another Taiwan-based OSAT major leaving China, as the US-China geopolitical tensions are reshaping the OSAT indust...
Monday 29 April 2024
Topco Senior CEO says geopolitics creates business opportunities
The global supply chain for semiconductors is undergoing far-reaching changes due to the geopolitical influence of major countries.
Friday 26 April 2024
Huawei's 7nm chip capability and HBM development reflect China's advanced processes ambition
Huawei continues its relentless journey towards chip self-sufficiency, showcasing signs of China's further advancements in advanced manufacturing processes.
Friday 26 April 2024
Nidec downsizes efforts in China to improve profits generated from fierce EV market
Japan-based electric motor manufacturer Nidec is reducing its products for the Chinese EV sector and planning to increase its sales of electric motors for industrial machinery in...
Friday 26 April 2024
ASEH likely to raise 2024 capex; US production line possible
ASE Technology Holding (ASEH) may boost its capex in 2024 due to increased spending on advanced packaging and testing capabilities. The Taiwan-based OSAT also does not rule out developing...
Friday 26 April 2024
Should TSMC run fabs in Arizona, Dresden, or even Kumamoto the way they do in Taiwan?
Recently a Delaware-based non-profit media Rest of World interview roused widespread attention and discussion regarding TSMC's Asian management model and hierarchy system.
Friday 26 April 2024
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Ch...
Friday 26 April 2024
Chinese homegrown automakers forthright about potential EV overemphasis
The Chinese car market has gained worldwide traction because of EVs. Homegrown automakers seize the opportunity to scale inside and outside China. The country has put many resources...
Friday 26 April 2024
Leading US brands said to support Qualcomm's PC push
Qualcomm has just announced the Snapdragon X Plus, its latest PC processor. According to available specs, the new processor is identical to the earlier Snapdragon X Elite, but with...
Friday 26 April 2024
Micron granted US$6.1 billion in US subsidies
The US Department of Commerce and Micron Technology have signed a non-binding Preliminary Memorandum of Terms (PMT) to provide up to US$6.14 billion in direct funding under the CHIPS...
Thursday 25 April 2024
China accounts for 30% of Intel AI PC shipments
In the coming years, the proportion of revenue from TSMC's AI processor manufacturing is expected to steadily increase.
Thursday 25 April 2024
Apple supplier base in India in transformation than in expansion stage
Apple is diversifying rather than expanding its supplier base in India, as indicated by its latest supplier list. Despite some concerns from the Indian government, China-based suppliers...
Thursday 25 April 2024
China's domestic EDA market share doubled, thanks to support from 3,451 local IC design firms
As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic...
Thursday 25 April 2024
China feeds on lucrative semiconductor business created by US
Although US sanctions have significantly slowed down the development of China's semiconductor industry towards the advanced nodes, it is not the time to be content that China is lagging...