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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 15 March 2024
Globalfoundries reportedly to implement personnel restructuring in Singapore and Taiwan amid speculation of job relocation to India
US-based pure-play foundry GlobalFoundries is said to be in the midst of personnel restructuring, with speculation suggesting a relocation of certain job roles from Singapore and...
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Friday 15 March 2024
Can Samsung compete with Intel and TSMC by splitting its foundry business?
Samsung Electronics, which aims to become the world's leading semiconductor foundry by 2030, still faces challenges breaking through TSMC's high market share in customer competitio...
Friday 15 March 2024
Taiwan-Japan Economic Summit galvanizes semiconductor collaboration amidst global trade shifts
Experts from key industries and government officials from Japan and Taiwan gathered at the 2024 Taiwan-Japan (Kyushu) Economic and Trade Forum to discuss strengthening collaboration...
Friday 15 March 2024
Intel plays China risk card in foundry competition against TSMC
TSMC is miles ahead of its competitors in foundry services and Intel has been trying to hit the Taiwanese rival where it hurts by frequently emphasizing the risks of concentrating...
Thursday 14 March 2024
Nissan, Honda weighing EV Partnership in Japan, local media say
Nissan Motor Co. is considering entering into a partnership with rival Honda Motor Co. to jointly develop electric vehicles, Japanese media reported.
Thursday 14 March 2024
Status of BYD and Tesla EV competition, 2024
BYD saw its global EV sales surpass Tesla to become the leading EV seller worldwide in 2023.
Thursday 14 March 2024
Biden's fiscal 2025 budget for the energy and climate sectors
US President Joe Biden has unveiled his 2025 fiscal budget to address pressing environmental challenges, emphasizing substantial investments in climate-related programs and clean...
Thursday 14 March 2024
Chinese smartphones aid in NAND prices rebound
As NAND Flash prices gradually rebound, Samsung Electronics has also begun to increase production, with reports indicating that the utilization rate of its Xi'an factory in China...
Thursday 14 March 2024
China likely to see rising M&A in chip industry amidst cooling IPO market
Amid an overheated frenzy in semiconductor investments, the Chinese government's decision to cool the market down has bore fruit. An expert believes an industrial consolidation has...
Thursday 14 March 2024
China-based Xingdong-Semi signs MoU with ST to secure SiC supply
As EVs continue to drive semiconductor demand, China-based Xindong Semiconductor Technology announced on March 13 that it had signed an MoU with STMicroelectronics. The agreement...
Wednesday 13 March 2024
US 2025 defense budget to cut semiconductor spending
On March 11, 2024, the US Department of Defense (DoD) revealed the Biden-Harris Administration's proposed fiscal year 2025 defense budget request totaling US$849.8 billion. In accordance...
Wednesday 13 March 2024
EU's Digital Markets Act targeting platform giants stirs concerns over US trade relations
The EU's Digital Markets Act (DMA) is now in effect, designating global online platform operators as "gatekeepers" to be regulated under this law.
Wednesday 13 March 2024
Semiconductor cluster in Kumamoto boosts local development
Japan's Kumamoto, where TSMC operates a joint venture fab, has seen significant economic expansion in just two years, as have other parts of Kyushu.
Wednesday 13 March 2024
Chinese EV battery firms to lose US tax incentives, place your bets for Japan, South Korea two-horse-race
The US is reportedly preparing to revise the Foreign Entities of Concern list (FEOC) under the Inflation Reduction Act (IRA) in 2025.