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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 7 November 2024
Catcher to set up factory in Thailand, signaling broader supply chain movement
With Donald Trump's return to the White House now certain, Catcher Technology chairman Shui-shu Hung believes the Republican president-elect will continue policies laid out in his...
Thursday 7 November 2024
China could lead in AI applications despite US tech edge, says ex-Google China chief
The US currently holds a technological advantage in the field of AI, but China has considerable potential to catch up, especially in the application sector, according to Kai-Fu Lee,...
Thursday 7 November 2024
Trump comeback likely to raise trade barrier against China in 2025
Donald Trump's potential return to the White House has done little to dispel Beijing's anxiety about the direction of US policies concerning China. The next Trump administration's...
Wednesday 6 November 2024
Tesla sales in China fall 23% in October
The Chinese auto market demonstrated strong performance in October, surpassing September sales figures. However, domestic car brands emerged as the primary beneficiaries, while foreign...
Wednesday 6 November 2024
To split or not to split: Intel's dilemma has no clear-cut solution
Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable...
Tuesday 5 November 2024
Is the iPhone 16 selling well? Foxconn's record October revenue offers initial clues
The sales performance of Apple's iPhone 16 series has garnered mixed reviews since its launch. However, the benefits generated during the initial phase of the product release cannot...
Tuesday 5 November 2024
Top CSPs commit to strong investments in AI data centers, ensuring prosperity for Taiwanese suppliers through 2025
The top three global cloud service providers (CSPs) are committing to strong investments in AI data centers, ensuring steady operations for Taiwan's data center supply chain—covering...
Tuesday 5 November 2024
Upcoming Huawei smartphone with flagship Kirin SoC will be zoomed in again
Huawei's flagship device, the Mate 70, is slated to be released at the end of November, following the recent debuts by Xiaomi, Oppo, Vivo, and Honor. This smartphone has sparked widespread...
Tuesday 5 November 2024
Southeast Asia's digital economy slows as consumers cut spending
Southeast Asia's internet economy will log its slowest growth on record this year, a group of researchers said, underscoring weakness in consumer demand and a push to show profits...
Tuesday 5 November 2024
Apple's US$280.8 million Chinese R&D expansion raises alarms for South Korean industry and US national security
Apple is strengthening its collaboration with China's display industry, aiming to lower production costs and reduce reliance on primary South Korean suppliers, Samsung Display (SDC)...
Tuesday 5 November 2024
NXP forecasts lower 4Q24 results due to falling auto chip demand and macro issues
NXP Semiconductors anticipates that its revenue and profit performance for the fourth quarter of 2024 will be below market expectations, with an estimated range of US$3 billion to...
Tuesday 5 November 2024
US election to catalyst Taiwan's global semiconductor expansion, says Microip chairman
The uncertainty and potential disruption that may unfold in the wake of the 2024 US presidential election looms over Taiwan's booming semiconductor industry. At the recent launch...
Tuesday 5 November 2024
China extends lead over Japan in global auto exports, defying tariff challenges
At the close of October 2024, China and Japan disclosed automotive export figures covering January to September. DIGITIMES Research noted that China's lead over Japan, first...
Tuesday 5 November 2024
Trump teases shutting down CHIPS Act: what does it mean?
With the US presidential election on the horizon, Republican Donald Trump and Democrat Kamala Harris have drawn attention for their stances on Taiwan's semiconductor industry. Interest...
Tuesday 5 November 2024
PC firms see seasonality, US election impact 1H25 sales
Seasonality is anticipated to impact PC sales in the first half of 2025, with the outcome of the upcoming US presidential election expected to send ripples into the industry, according...