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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 8 January 2024
Taiwan's suppliers navigating decisions and dilemmas in the geopolitical chess with China
Once reliant on China as the global manufacturing hub, major industry players are urging their supply chain partners to establish production capabilities beyond Chinese borders.
Monday 8 January 2024
Japan-based MLCC makers brace for competition as Chinese rivals emerge, says DIGITIMES Research
Amid a lackluster demand for consumer electronics, particularly smartphones, multi-layer ceramic capacitor (MLCC) providers are eyeing the automotive market as their financial boots...
Monday 8 January 2024
Taiwan's semiconductor success explained in Sun Tzu's concepts
It has been half a century since the semiconductor industry began in the 1970s. At first, semiconductors were just a supporting component developed by large corporations to enhance...
Monday 8 January 2024
Taiwanese corporations urged to accelerate corporate venture capital amid global economic shifts
Amid the 2023 global economic downturn, many capital investments retracted, but experts stress that this period offers a strategic opportunity for corporate investment and the infusion...
Monday 8 January 2024
How Chinese carmakers' diverse chip procurement will affect IDMs remains to be seen
Supply chain sources said China-based automakers are considering using more cost-competitive commercial-grade chips in their cars. The move has raised a question about whether the...
Friday 5 January 2024
US zeroes in on Chinese LiDar leader Hesai
Due to its mastery of LiDAR (Light Detection and Ranging) technology used in next-generation weapons and autonomous vehicles, Shanghai-based Hesai Technology has found itself at the...
Friday 5 January 2024
Used chip equipment suppliers have become a rising force in China amid fab capacity expansion
While international media closely examine Chinese semiconductor fabs' equipment acquisition from Dutch and Japanese suppliers in 2023, they may also need to consider the explosive...
Friday 5 January 2024
Gujarat in talks with Asian and American chipmakers for semiconductor investments
Ahead of the annual investor event held in Gujarat, a top official of India's western state said it had talked with several chipmakers in Japan, South Korea, and the US, looking to...
Friday 5 January 2024
TSMC outlook, global fab deployments to draw market attention at upcoming investor meeting
TSMC will host an investor meeting on January 18, marking the return of its physical conference after nearly four years of conference calls. The upcoming investor meeting will be...
Friday 5 January 2024
The rise of Transsion in Indian smartphone market poses threats to its Chinese counterparts
Shenzhen Transsion Holdings (Transsion), a China-based consumer electronics maker emerging from African markets, is seeing its smartphone market share rising in India, posing threats...
Friday 5 January 2024
Major China-based semiconductor equipment providers form strategic investment venture
According to corporate data China, four major China-based semiconductor equipment makers formed a joint venture to conduct strategic investments in components used in chipmaking to...
Friday 5 January 2024
Funding for Chinese IC design firms drying up
China's semiconductor industry has seen a drastic dive in funding availability since 2023, taking a heavy toll particularly on the IC design sector. With strong government support,...
Thursday 4 January 2024
Global supply chain grapples with uncertainty amid conflicts and trade realignment
The ripple effects of Russia's invasion of Ukraine and the Israel-Hamas conflict are reverberating across the global supply chain, injecting an aura of unpredictability. However,...
Thursday 4 January 2024
China's SiC push boosts cost-effectiveness, threatens to dethrone Si, GaN
China's significantly expanded production capacity of third-generation silicon carbide (SiC) crystals is set to open gradually in 2024.
Thursday 4 January 2024
Geopolitical dynamics fuel expansion of Taiwan's PA supply chain in global markets
As geopolitical tempest is sweeping across the world, nations are strategically bolstering their military capabilities and satellite infrastructure to safeguard their global standing...