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NEWS TAGGED GEOPOLITICS
Wednesday 20 December 2023
Shifting tides: the challenges reshaping solar and EV industries in the West
The future appeared bright for solar energy (PV) and electric vehicles (EV) over the past few years. However, unexpected market developments have triggered concerns among supply chains...
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
China's EV expertise, geopolitics to change industry dynamics
EVs are on track to gain momentum in the coming years. In 2023, a price war intensified the industry's competition. Geopolitics facilitated the localization of production. Multiple...
Monday 18 December 2023
2024 Outlook: Space, the next frontier for geopolitics
In the 21st century, geopolitical tensions between the United States and China have rekindled memories of the Cold War, particularly in space exploration.
Friday 15 December 2023
GrayRhino Watch: uncertainties and geopolitical risks in 2024
With Taiwan's November exports returning to positive growth year-on-year, the Ministry of Finance sees a rebound in tech trade in the fourth quarter of 2023 and into 2024. However,...
Wednesday 6 December 2023
As inflation and wars rage, notebook sales in Dubai remain unaffected
Recent geopolitical tensions and high inflation have had little impact on Dubai in the United Arab Emirates (UAE) as Michele Montecchio, general manager of Acer Middle East, noted...
Monday 4 December 2023
Raimondo warns Nvidia not to cut corners and reiterates AI chip export control
AI chip company Nvidia was called out by the US Secretary of Commerce Gina Raimondo at the Reagan National Defense Forum in Simi Valley, California during the weekend, warning that...
Monday 6 November 2023
Vehicle supply chain models restructure due to geopolitics, electrification
Taiwan hosts many manufacturers of electric two-wheelers, electric buses, and micro-EVs. These companies used to work with an exclusive distributor when expanding overseas. As geopolitics...
Tuesday 31 October 2023
Global semiconductor market to recover in 2024; Taiwan to benefit
Despite the influences from the negative economic factors and geopolitics in 2023, the global semiconductor market is expected to enjoy a recovery in 2024 as the worst is expected...
Thursday 26 October 2023
China continues to lead in global manufacturing amid geopolitical strains
Amid geopolitical risks, most manufacturers have picked up their speed to set up production bases in different parts of the world, but in the short and mid-term, China's position...
Friday 20 October 2023
China's subsidy strategy has caused countries to reconsider their approach
While China's "undefeated" industrial development model based on government subsidies has led to trade wars in the past, it has also made China very resilient. In recent years, amid...
Friday 22 September 2023
Effect of US-China rivalry: Samsung China's investment shrinks by over 60% annually
In recent times, South Korean analysts have highlighted the impact of the US-China tensions on Samsung Electronics' investments in China. It has been reported that in 2022, Samsung's...
Thursday 14 September 2023
Tech industry key conversation (part 2): DIGITIMES founder Colley Hwang vs. Avnet CEO Phil Gallagher
In Part 1, Gallagher mentioned that it will take two to three quarters to address the supply chain inventory issues. However,...
Friday 8 September 2023
Regionalization of semiconductor supply chain preventing dominance by any single region, says Merck executive
The semiconductor supply chain that has long depended on global division of labor is shifting toward regionalization, making it very difficult for anyone to dominate it, according...
Tuesday 29 August 2023
Are US and China patching up relations with Raimondo's visit?
US Secretary of Commerce Gina Raimondo met with China Minister of Commerce Wang Wentao in Beijing on August 28 to advance US commercial and strategic interests is interpreted more...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research