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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
Tuesday 5 November 2024
New iPhone sales in China are challenging to penetrate
Apple's initial sales of the iPhone 16 this year have surpassed those of the iPhone 15 in 2023, leading to better-than-expected performance in Apple's third-quarter financial report...
Tuesday 5 November 2024
Semiconductor supply chain examines how US election affects TSMC and Intel
The upcoming US presidential election is poised to significantly influence the prospects of TSMC and Intel.
Tuesday 5 November 2024
Lessons from Vietnam: how Apple could strengthen its supply chain amidst struggling expansion in India
Amid the ongoing US-China conflict, the industry is focusing on Apple's efforts to shift its supply chain away from China to other regions. However, one of Apple's primary alternative...
Monday 4 November 2024
Intel CEO slams federal delays in CHIPS Act funding, calls out media on 'irresponsible' takeover rumors
Following Intel's disappointing financial results, CEO Pat Gelsinger addressed Bloomberg and Yahoo Finance, openly criticizing the Biden administration for delays...
Monday 4 November 2024
Toshiba fights back, aiming to double power chip market share to rival global giants in 2030
Toshiba Electronic Devices & Storage has set an ambitious target to boost its market share in the global power semiconductor market from the current 3.2% to a double-digit percentage...
Monday 4 November 2024
Xiaomi SU7 Ultra challenges Porsche, may intensify Volkswagen's struggles
Xiaomi recently launched the luxury all-electric sports car model SU7 Ultra, priced at approximately US$114,000. The company claims that the SU7 Ultra will become the world's fastest...
Monday 4 November 2024
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Monday 4 November 2024
Chinese EV makers aim for Europe as budget models flood market
Nikkei reports that dismantling EVs from brands like BYD and NIO reveals a strategic edge: component integration not only helps cut weight but also trims costs significantly...
Monday 4 November 2024
China's EV sector set for major shift by 2025: Supply chain sees new opportunities
Recent policy changes in China signal a comprehensive restructuring of the automotive industry, focusing on enhancing standards, supporting green energy initiatives, and managing...
Monday 4 November 2024
CHPT anticipates full-year quarterly growth, secures new US HPC orders for 4Q24
Chunghwa Precision Test Tech. (CHPT) expects consistent quarterly growth, with fourth-quarter revenue set to benefit from new high-performance computing (HPC) test board orders and...
Monday 4 November 2024
Innolux sells Chinese assets, second sale in two months amid cooling panel demands
Following the sale of its Southern Taiwan plant to TSMC, Innolux has announced it will sell its assets in Nanjing, China, in a transaction valued at CNY450 million (approximately...
Monday 4 November 2024
iPhone 16 has a steady start in China but Huawei narrows the gap ever closer
The focal point of discussion in China's smartphone market currently centers on Apple's iPhone 16 sales and the rapidly shifting rivalry between Apple and Huawei. IDC's latest data...
Monday 4 November 2024
US sanctions on Indian entities may challenge Nvidia's market expansion plans
Recent US sanctions targeting individuals and entities, including some based in India, following rumors of advanced server exports to Russia, could disrupt Nvidia's plans to cultivate...
Monday 4 November 2024
US invests US$825 million in EUV facility to boost chip development
The US government has designated the Albany NanoTech Complex in New York as the site for the first flagship research and development facility under the CHIPS for America program,...
Monday 4 November 2024
PSMC secures initial IP payment from Tata for India's first 12-Inch wafer fab, eyes 2026 mass production
After parting away with Japanese financial firm SBI Holdings, Powerchip Semiconductor Manufacturing Corporation (PSMC) announced that it has received the initial payment from Tata...