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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 25 December 2023
Taiwan DDI makers weigh China outsourcing for cost competitiveness as price reduction pressure remains
Taiwan's display driver IC (DDI) vendors, after experiencing a swift recovery in demand in 2023, face challenges associated with intensified competition from their Chinese counterparts...
Monday 25 December 2023
Could the Qorvo-Luxshare deal threaten to marginalize Taiwanese backend houses from Apple supply chain?
US power amplifier (PA) vendor Qorvo's decision to sell its packaging and testing plants in China to Luxshare Precision Industry, a key Chinese player in Apple's supply chain, has...
Monday 25 December 2023
Indian arrest of three Vivo executives casts shadow on Chinese investments in the country
Weeks after India completed money-laundering investigations against Vivo, India arrested Vivo's senior executives, with the Indian government reportedly investigating hundreds of...
Monday 25 December 2023
Status of global and Thailand PCB industry
Since 2021, Thailand has become a hub attracting investments from PCB firms looking to diversify their risks by embracing a "China+1" strategy. Many PCB manufacturers from China,...
Monday 25 December 2023
China sees over 30% increase in chipmaking gear revenue by major suppliers in 3Q23
Data shows that China-based semiconductor equipment suppliers saw their related revenue increase as Chinese foundries have been expanding their production capacities amid indigenization...
Monday 25 December 2023
Legacy chip capacity expansion in China poses threat to Taiwan-based IC design houses
The US is fortifying itself against a potential dumping of Chinese-made legacy chips, a risk foreseen by Taiwan-based IC design houses amid a decoupling of the global chip market.
Friday 22 December 2023
Intel unveils Gaudi 3 but challenge remains for exporting to China
Before the year-end holidays of 2023, Intel held an "AI Everywhere" conference to launch its Meteor Lake and Gen5 Xeon CPU as Intel CEO Pat Gelsinger copied Steve Jobs's "One More...
Friday 22 December 2023
Taiwanese manufacturers scale back investments amid projected China economic downturn
In the face of the US-China trade and tech wars, sluggish domestic demand, falling exports, and the impact of a shrinking population, global organizations have slashed China's 2024...
Friday 22 December 2023
From Mirage fighters to microchips: Taiwan-France accord marks a milestone in high-tech collaboration
In a significant diplomatic development, Taiwan and France had recently signed a Science and Technology Cooperation Convention (STC). This agreement not only elevated Taiwan-France...
Friday 22 December 2023
Spurred by US-China trade war and Covid-19, short supply chains become the norm in network communications industry
Shorter supply chains have become an inevitable trend in the electronics industry due to the US-China trade war and the impact of COVID-19, as systems and component manufacturers...
Friday 22 December 2023
China imposes export control on rare earth processing technologies
Shortly after the US government tightened its restrictions on Chinese entities, China appeared to retaliate by limiting the export of technology related to rare earth elements. This...
Friday 22 December 2023
Taiwan compound semiconductor firms unfazed by Luxshare buyout of Qorvo backend fabs in China
Luxshare Precision Industry's impending acquisition of Qorvo's backend fabs in China is unlikely to have a significant impact on Taiwan-based compound semiconductor firms, according...
Friday 22 December 2023
More Chinese device assemblers, IC design firms enter backend
Many Chinese device assemblers and IC design houses are investing in the backend sector or building their own packaging and testing lines, indicating a trend toward vertical integration,...
Thursday 21 December 2023
The implication of Foxconn subsidiaries added to Unverified List
The US Bureau of Industry and Security (BIS) announced an update of the Unverified List on December 19, and two Foxconn subsidiaries were shockingly among the 13 companies added to...
Thursday 21 December 2023
China's glory as the sole smartphone manufacturing hub is no more
The migration of smartphone supply chains is making a dent in China's production outputs, according to Chinese media Yicai. The number of smartphones manufactured in China decreased...