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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 12 January 2024
China's Semiconductor Industry leans in, amps up for tighter 2024 restrictions
The year 2023 was the semiconductor industry's long winter, with declining demand throughout the year.
Friday 12 January 2024
China's telecom titans harness cloud surge amid 5G evolution
In the landscape of 5G development, initial dividends have already materialized for regions at the forefront of its rollout. As the first wave of 5G matures, telecom operators seek...
Friday 12 January 2024
EV makers cannot absorb cut German government subsidies
Following the German government's move to curtail subsidies for electric vehicles (EVs) major automakers reassured consumers by pledging to absorb the costs.
Friday 12 January 2024
RISC-V ecosystem speeds ahead despite US concerns
Despite reports about the U.S. government discouraging its semiconductor industry from developing applications using the RISC-V open standard instruction set architecture (ISA,) companies...
Friday 12 January 2024
Chinese pure-play foundry market to increase 9% in 2024
China's pure-play IC foundry industry is expected to resume growth in 2024, with utilization rates of 90% for 8-inch foundries and 78% for 12-inch foundries, according to ICWise,...
Thursday 11 January 2024
Chinese compound semiconductor companies to fulfill domestic needs, aim overseas
Chinese companies China Resources Microelectronics (CR Micro), United Nova Technology (UNT), and SICC have been scaling their compound semiconductor business by strengthening cooperation...
Thursday 11 January 2024
Huawei cuts back on D.C. lobbying as China push for decoupling from US
According to a Bloomberg report and US federal filing data, Huawei Technologies may have slowed its costly lobbying efforts in Washington, as the company is spearheading...
Thursday 11 January 2024
China's Company Law shakeup spooks S. Korean businesses
China's sweeping December 29, 2023, amendments to its Company Law have seen foreign compliance teams scrambling to figure out the new rules and have South Korean businesses feeling...
Thursday 11 January 2024
MIIT to expand auto chip national standards to 70 items by 2030
China's Ministry of Industry and Information Technology (MIIT) has announced plans to introduce the country's first set of national standards for automotive chips in 2025. The initial...
Thursday 11 January 2024
Chinese EV battery makers CATL and Gotion are forming strategic agreements with automakers
Following the strategic collaboration between Contemporary Amperex Technology (CATL) and JAC Group, China-based Gotion High-tech has formed a strategic partnership with Chery Autom...
Thursday 11 January 2024
Foxconn targets China's EV supply chain with low-key strategies
As Hon Hai (Foxconn) transitions into the electric vehicle (EV) industry, the corporate group as a whole has been seeking out partnerships and opportunities in North America and Southeast...
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as...
Wednesday 10 January 2024
Notebook brands' lack of orders for Vietnam has left supply chains anxious
The notebook supply chain pointed out that the momentum of US brands shifting production to Vietnam has not met the initial expectations. The lack of orders has left supply chain...
Wednesday 10 January 2024
Chinese Academy of Sciences presents 'Big Chip', leveraging RISC-V Chiplets
The Institute of Computing Technology of the Chinese Academy of Sciences recently published a paper in the journal Fundamental Research introducing their "Big Chip" archit...
Wednesday 10 January 2024
Self-driving chips to be next battleground for US and Chinese vendors
Competition between US and Chinese chip vendors is heating up in the self-driving market segment, according to industry sources.