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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
Thursday 4 January 2024
Huawei gaining midrange smartphone market share
Industry sources noted that Huawei has started growing its market share in the midrange smartphone segment, posing a threat to its Chinese competitors, as well as IC design company...
Thursday 4 January 2024
Chinese automakers consider using commercial chips, sources say
Cost concerns are driving some Chinese automakers to consider expanding the use of commercial-grade chips to replace automotive-grade ones in their vehicles, according to supply chain...
Wednesday 3 January 2024
China's AI surge sparks cloud boom amidst challenges; Chinese government assesses major language models
The surge in demand for generative AI applications propels the cloud services market forward, notably led by Chinese AI enterprises within the Internet sector.
Wednesday 3 January 2024
Chinese factories address SiC material pain points, could break through G2 limitations
China's third-generation silicon carbide (SiC) crystal growth plants have effectively caught up with international giants in 2023 and vigorously expanded their production. In 2024,...
Wednesday 3 January 2024
China consolidates rare earth industry amid falling market share in production
In an era when rare earths are required for major green technologies, China consolidated its rare earth industry, as the dominant provider saw its rare earth production share drop...
Wednesday 3 January 2024
Global semiconductor capacity to reach record 30 million wafers per month in 2024, SEMI says
Global semiconductor capacity is expected to increase by 6.4% in 2024 to top the 30 million wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, according...
Wednesday 3 January 2024
BYD beats Tesla in 4Q23 BEV sales
The world's two largest EV makers, Tesla and BYD, achieved record sales in the fourth quarter of 2023. BYD even dethroned its US competitor with a passenger battery EV sales volume...
Wednesday 3 January 2024
Chinese foundries keep building additional fab capacity
Unfavorable market conditions have not slowed the pace of capacity expansion at key Chinese foundries, and this trend is expected to continue in 2024, according to industry sources...
Wednesday 3 January 2024
Japan, China surge into automotive SoC development
Japanese automakers, component suppliers, and their IC design service partners have reportedly formed an alliance to encourage the development of local automotive SoCs in Japan. Sources...
Tuesday 2 January 2024
JCET: China's OSAT industry to experience a mixed situation in 2024, with upturn expected in 2025-26
As Moore's Law slows down, the semiconductor industry is transforming and facing challenges. As a crucial technological segment in the post-Moore era, the role of packaging and testing...
Tuesday 2 January 2024
China's celestial ambitions soar: unveiling plans for massive satellite constellation rivaling SpaceX
In a monumental stride towards satellite supremacy, China has secured its position as the world's second-largest satellite operator. As Europe and the United States witness the ascent...
Tuesday 2 January 2024
TEL thrives with 40% of revenue from China despite US and Japan export controls
Japan-based semiconductor equipment manufacturer Tokyo Electron Limited (TEL) is expected to generate around 40% of its annual revenue, estimated at JPY 700 billion (US$5 billion),...
Tuesday 2 January 2024
Delta Electronics says Thailand become desirable for EV industry investment
As ASEAN's largest car manufacturing country, Thailand has been transitioning to EVs to comply with national policies. Many companies that intend to enter the EV sector plan to invest...
Tuesday 2 January 2024
China sees two EVs powered by sodium-ion batteries rolled off production lines
The world's largest automotive market recently welcomed two sodium-ion-battery-powered EVs. Both cars offer a driving range of about 250 kilometers. Whether the vehicles can become...
Tuesday 2 January 2024
ASML confirms suspension of immersive DUV systems to China ahead of Dutch export ban
Ahead of the Dutch export ban taking effect in January, ASML canceled the shipment of some DUV machines to China, reportedly at the request of the US government.