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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 2 January 2025
European chipmakers pivot to domestic production in China
The trio of major European chip-making giants—STMicroelectronics (STM), NXP, and Infineon—have recently announced plans to establish local chip manufacturing supply chains...
Thursday 2 January 2025
Japan-based Meiko's value doubles as Vietnam operation makes gains amid US-China tensions
Japanese printed circuit board (PCB) manufacturer Meiko has doubled its market value, driven by the need for the global supply chain relocation away from China. By proactively setting...
Thursday 2 January 2025
BYD chalks up new record as it narrows EV sales gap with Tesla
China's BYD enjoyed a year-end surge to push total sales to 4.25 million passenger cars last year, narrowing its gap with Tesla as the two vie for the crown of the top-selling electric...
Tuesday 31 December 2024
Waffer expands magnesium alloy production in China with world's first 3,000-ton semi-solid molding machine
Taiwan-based Waffer Technology, a major manufacturer of magnesium-aluminum casings, has announced that its Chinese subsidiary, Wazhong Precision Technology (Ma'anshan), has officially...
Tuesday 31 December 2024
Luxshare to acquire nine Wingtech ODM subsidiaries
Wingtech, a Chinese ODM and IDM powerhouse, announced on December 30 that it has signed a letter of intent to transfer the equity and operating assets of nine ODM subsidiaries to...
Tuesday 31 December 2024
2024 review: India's growing electronics and semiconductor manufacturing ecosystem
As 2024 draws to a close, India's electronics manufacturing and semiconductor industries have shown steady growth throughout the year, driven by global supply chain realignments,...
Tuesday 31 December 2024
2024 review: Southeast Asia emerges as key manufacturing hub amid global supply chain shifts
Southeast Asia has cemented its position as a crucial hub for technological advancement in 2024, particularly in AI, semiconductors, and electric vehicle (EV) transformation. The...
Tuesday 31 December 2024
2024 review: China chip and auto sector reshaped by self-sufficiency efforts and US sanctions
The year 2024 saw intensifying US-China tech tensions amid sweeping US sanctions and China's economic challenges, including weak demand, declining foreign investment, and widespread...
Monday 30 December 2024
Xiaomi opens its first store in Singapore, targets home appliance market expansion in Southeast Asia
Xiaomi has inaugurated its first store in Singapore, marking a strategic move to enhance its presence in the Southeast Asian market, with a particular focus on home appliances. The...
Monday 30 December 2024
China's domestic CPU makers ascend to prominence: Phytium surpasses 10 million shipments
China's domestic CPU industry is experiencing rapid growth amidst intensifying US-China technological competition. At the forefront, Phytium announced that it has shipped over 10...
Monday 30 December 2024
China's crystalline makers scale back to avoid cutthroat competition
China's two major crystalline silicon suppliers for solar cells announced production cuts in response to the current market downturn, where the industry is trying to cope with oversupply,...
Monday 30 December 2024
US plans more actions against China over telecommunications
A White House official said on December 27 that the US identified a ninth telecommunications company impacted by a wide-ranging Chinese espionage effort and that further steps are...
Monday 30 December 2024
Goertek expands drone production capacity in Vietnam
Chinese Goertek is set to invest US$570 million into expanding its operations in Bac Ninh, Vietnam, pending the necessary approvals from local authorities.
Monday 30 December 2024
Trump's policies may reshape self-driving regulations, boosting Tesla's advantage
As Donald Trump readies his return to the White House, the automotive supply chain braces for potential regulatory shifts favoring Tesla. Reports suggest Trump's transition team aims...
Friday 27 December 2024
Tesla's Shanghai Megafactory to complete by year-end, breaking speed records
Tesla's Shanghai Megafactory in Lingang is on track for completion by the end of 2024, with production anticipated to start in the first quarter of 2025, underscoring the company's...