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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 10 May 2024
BIS adds 37 Chinese entities to Entity List, highlighting quantum tech concerns
In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 People's Republic of China (PRC) entities...
Friday 10 May 2024
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
Panasonic Group reported a record-high net income for the fiscal year ending in March 2024. Its battery business received significant tax credits from the US Inflation Reduction Act...
Friday 10 May 2024
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would...
Friday 10 May 2024
Samsung knocks off Apple and reclaims top spot for smartphone shipments in 1Q24
In the first quarter of 2024, Samsung Electronics reclaimed the top spot in smartphone shipments in the global market.
Friday 10 May 2024
China smartphone industry, 1Q 2024
China's smartphone industry shipped a total of close to 160 million smartphones worldwide in the first quarter of 2024 and will see the volumes climb up further in the second quart...
Friday 10 May 2024
SMIC surpasses UMC in sales, competition pressures SMIC profit
According to SMIC's financial results, it reported rising sales in the first quarter but saw worsening profits due to intensifying competition in China, particularly in commoditized...
Friday 10 May 2024
US ponders restrictions for China-made connected cars, new tariffs on EVs
The US-China trade relationship will likely exacerbate as the US might take "extreme action" on Chinese-made connected cars. The Biden administration is also considering new tariffs...
Friday 10 May 2024
Lam Research to explore India-based suppliers in chipmaking tool ecosystem
Lam Research announced a plan to include India-based suppliers in the global semiconductor equipment ecosystem, the second move by the company in less than a month to develop a chipmaking...
Friday 10 May 2024
IntelliEPI secures second-phase defense contract from the US SBIR
Yung-chung Kao, the chairperson of compound semiconductor manufacturer IntelliEPI, expressed that the market for Gallium antimonide (GaSb) wafers is rapidly expanding.
Friday 10 May 2024
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
India saw an 8% increase year-on-year in smartphone shipments in the first quarter, fueled by healthy inventory levels and a push toward premium models. Vivo took the lead with an...
Friday 10 May 2024
Apple said to have signed pact with Samsung Display for foldable devices
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain,...
Friday 10 May 2024
Speculation arises about Huawei developing Kirin PC chips
Chinese tech conglomerate Huawei has dismissed rumors that it is increasing efforts in PC chip R&D, to launch the Kirin X series PC processor line in 2024.
Thursday 9 May 2024
Alat fund of Saudi Arabia poised to cut China ties for US chips and AI
Saudi Arabia's Alat Fund is prepared to sever ties with China if requested by the United States, following a similar move by UAE's G42.
Thursday 9 May 2024
SK Hynix subsidiary in China reportedly to sell 49.9% stock to local business
As a subsidiary of SK Hynix, SK Hynix System IC is reportedly in the process of selling its equity in Wuxi, China. It is anticipated that in the future, SK Hynix System IC Wuxi will...
Thursday 9 May 2024
Intel 2Q24 sales to receive minor impact from Huawei export license revocation
Intel confirms that one of its customers' export license was revoked and would impact its second-quarter sales in 2024 to fall to the lower range between its US$12.5-13.5 billion...