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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 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Thursday 21 December 2023
Chinese packaging and testing providers venture into SEA amidst geopolitical tensions
Over the past two years, due to the pandemic's impact on supply chains and instability factors like the Russia-Ukraine war and US-China tensions, chipmakers have taken actions to...
Wednesday 20 December 2023
13 Chinese entities added to the Unverified List, 4 removed
The Bureau of Industry and Security (BIS) is amending the Export Administration Regulations (EAR) by removing four persons, all under the destination of China, from the Unverified...
Wednesday 20 December 2023
Luxshare to acquire Qorvo's China facilities in strategic deal
Qorvo and Luxshare Precision Industry have reached an agreement for Luxshare to purchase Qorvo's assembly and testing facilities in Beijing and Dezhou, China. Furthermore, as part...
Wednesday 20 December 2023
Liu's planned departure from TSMC comes as no surprise, sources say
Mark Liu's planned departure from TSMC's management comes as no surprise, according to supply chain sources, with many assuming the move has something to do with the pure-play foundry's...
Wednesday 20 December 2023
Arm, Qorvo to scale down operations in China
Arm and Qorvo have announced plans to scale down their local operations in China amid geopolitical difficulties.
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Why would China send GPUs to Malaysia for advanced packaging?
A Reuters report quoted three people familiar with the fact that more and more Chinese IC design houses are having their chips packaged in Malaysia, worrying that the US...
Tuesday 19 December 2023
Vietnam semiconductor industry potential (Part 2)
Due to its proximity to China, Vietnam has become a new semiconductor manufacturing "friendshoring" location for the US.
Tuesday 19 December 2023
Chinese foundries challenging TSMC in mature process CIS race
The demand for CMOS image sensors (CIS) has witnessed a significant uptick since the third quarter of 2023, driven by the launch of new smartphones and a recovery in the security...
Tuesday 19 December 2023
SMIC soon to operate new 12-inch fab in Shanghai
Chinese pure-play foundry Semiconductor Manufacturing International (SMIC) is expected to open its largest-ever 12-inch (300mm) wafer manufacturing base in Lingang, Shanghai as early...
Monday 18 December 2023
Nissan to leverage China's EV prowess as competition intensifies
Japan-based Nissan Motor plans to use China-made EVs to help it gain traction in the global EV market. The automaker has also deepened its collaboration with China's Tsinghua University...
Monday 18 December 2023
China struggles to acquire advanced HBMs amid surging demand despite softening US curbs
Even though the White House seems to have softened its stance on chip export curbs against China, China still struggles to acquire the most advanced HBMs amid surging demand.
Monday 18 December 2023
Taiwanese panel makers pushing to strengthen supply chains for both Chinese and non-Chinese customers, according to DIGITIMES Research
Taiwan-based panel makers have been keen on establishing plants in emerging markets, concerned that the intensifying geopolitical tensions could lead to the decoupling of the supply...
Monday 18 December 2023
Chinese semiconductor firms look to Malaysian OSAT providers to secure chips
Amid rising demand for advanced chips and heightened US export bans against China, Chinese semiconductor firms are looking to assembly and packaging suppliers in Malaysia, highlighting...