CONNECT WITH US
NEWS TAGGED GEOWATCH
Friday 13 June 2025
China's NEV market battle drives LFP to new market share heights
The power batteries used in new energy vehicles (NEVs) are mainly dominated by ternary lithium batteries and lithium iron phosphate (LFP) batteries. China, which accounts for nearly...
Friday 13 June 2025
Fujitsu sells power modules business to India-based L&T Semiconductor and Kaynes Semicon in strategic realignment
Fujitsu General Ltd. announced that it agreed to sell its power modules business, operated by subsidiary Fujitsu General Electronics Ltd. (FGEL), to India's L&T Semiconductor...
Thursday 12 June 2025
India has two weeks to avoid an EV industry crisis, analysts warn
India's EV industry faces the risk of large-scale production halts by the end of July unless China clears rare earth export approvals within the next two weeks, according to Puneet...
Wednesday 11 June 2025
China's STAR Market reforms spark record M&A wave as tech firms seek scale and strategy
Marking the first anniversary of China's "Eight Measures for the STAR Market"—a landmark reform package aimed at boosting tech innovation and industrial upgrading—the...
Wednesday 11 June 2025
Samsung and Groq to produce world's fastest AI chip using 4nm process, mass production slated for 2H25
Samsung Electronics' foundry division is targeting the artificial intelligence (AI) chip market with a new collaboration alongside Groq, aiming to bring their jointly developed chip...
Wednesday 11 June 2025
China IC exports up 18.9%; ASEAN overtakes US as largest trade partner
China is ramping up trade ties with ASEAN and the EU as US-China tensions deepen and global supply chains continue to shift. According to June 2025 data from the General Administration...
Wednesday 11 June 2025
Samsung reportedly ramps up Taylor fab construction, eyeing operational by 2026
Samsung Electronics has reportedly accelerated construction at its US$37 billion wafer fab in Taylor, Texas, reaffirming its target to begin production by the end of 2026. After earlier...
Wednesday 11 June 2025
Rare earth magnet shortage poses risk to India's EV ambitions
A prolonged disruption in rare earth magnet supplies could slow down India's electric vehicle (EV) rollout and impact the broader automobile industry, according to a recent assessment...
Wednesday 11 June 2025
South Korean President unveils US$73.6 billion investment to build homegrown AI
To strengthen South Korea's development of artificial intelligence (AI) technology, President Jae-Myung Lee has pledged to invest KRW100 trillion in AI as part of his campaign promise...
Tuesday 10 June 2025
YMTC sues Micron over 'spyware' allegations amid ongoing patent, IP battles
Chinese memory chipmaker Yangtze Memory Technologies Co. (YMTC) has filed a federal lawsuit in Washington, DC, accusing US-based Micron Technology of launching a disinformation campaign...
Tuesday 10 June 2025
Chinese tech giants pivot to local memory suppliers as trade tensions persist
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Tuesday 10 June 2025
Ren Zhengfei breaks silence on Huawei's AI and chip strategy
As a new round of China–US trade talks took place in London, the United States held firm on restrictions targeting China's access to advanced artificial intelligence (AI) chips,...
Tuesday 10 June 2025
Renesas says Wolfspeed situation will not affect OSAT project in India
According to the Economic Times, citing an official statement, Japanese chipmaker Renesas has clarified that ongoing issues with Wolfspeed will have no impact on its OSAT...
Tuesday 10 June 2025
US-China trade talks rekindled in London: rare earths, export curbs, Nvidia chips in focus
US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before...
Tuesday 10 June 2025
India's US$21 billion chip plan is underway — but who will deliver?
India has laid out a bold US$21 billion blueprint to become a global semiconductor manufacturing hub, securing investment pledges from domestic conglomerates and international gian...