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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
Monday 4 November 2024
Nvidia commits to Taiwan's tech ecosystem following NT$6.7bn subsidy approval
Following the Ministry of Economic Affairs' approval of a NT$6.7 billion (approx. US$207.7 million) subsidy, global GPU leader Nvidia has begun fulfilling its commitments to the Taiwanese...
Monday 4 November 2024
Will Trump's policies open the door for Chinese EV makers in the US?
The US presidential election outcome is poised to shake up the global auto supply chain. A Trump victory could reshape the industry by repealing the Inflation Reduction Act(IRA) and...
Monday 4 November 2024
US fines GlobalFoundries US$500,000 for wafer shipments to Entity List
The US imposed a US$500,000 in mitigated penalty against GlobalFoundries for shipments of semiconductors to entity-listed Chinese firms as the US works to close sanctions loopholes...
Monday 4 November 2024
Huawei pushes ahead with AI strategy despite US investment ban
Huawei is forging ahead with its comprehensive artificial intelligence strategy, demonstrating resilience against US restrictions on Chinese AI investments. The tech giant's "All...
Monday 4 November 2024
China's top 5 smartphone brands put Apple's Greater China market share on the ropes
Top Chinese smartphone brands like Huawei, Xiaomi, Oppo, Vivo, and Honor have strategically aligned their flagship launches with Apple's new product announcements, intensifying competition...
Friday 1 November 2024
Samsung's foundry business faces challenges in catching up with TSMC
From the 14nm generation to the present, Samsung's attempts to capture Apple's orders have often been thwarted. Since the launch of Apple's A10 Fusion chip in 2016, TSMC has monopolized...
Friday 1 November 2024
Suzuki to supply made-in-India electric SUV to Toyota by early 2025
Toyota Motor and Suzuki Motor have partnered to launch a new battery electric SUV in spring 2025. The vehicle, to be produced in India, will feature a 60-kilowatt-hour battery and...
Friday 1 November 2024
Chinese automakers activate 'Plan B' as EU EV tariffs take effect
As the European Union implemented tariffs on Chinese electric vehicles on October 31, both European and Chinese EV supply chains have begun executing contingency plans. The tariffs...
Friday 1 November 2024
Taiwan drone maker Carbon-Based turns to Asia as military contract pauses
Carbon-Based Technology recently delivered its "Albatross II" drone to Taiwan's Chung-Shan Institute of Science and Technology (NCSIST) alongside Air Asia Company Limited (AACL)....
Friday 1 November 2024
LG aims to rank among top 3 in global medical monitor market within 5 years
LG Electronics is following Samsung's lead in pursuing the lucrative medical technology field as a key future revenue source. The company plans to develop its medical technology business,...
Friday 1 November 2024
Samsung leads in Indian smartphone shipment value, followed by Apple
India achieved its highest-ever quarterly smartphone shipment value, driven by a premiumization trend that favored Samsung and Apple. MediaTek dominated the premium mobile AP market,...
Friday 1 November 2024
BYD quarterly sales top Tesla for first time in 3Q24
BYD's quarterly sales have surpassed Tesla's for the first time in the third quarter of 2024, but ongoing fierce market competition in China's electric vehicle (EV) industry means...
Friday 1 November 2024
Favorable forex offsets Apple's China headwinds in 3Q24
During Apple's earnings call on October 31, senior executives emphasized the company's commitment to quality, which has influenced the pace of the Apple Intelligence launch across...
Friday 1 November 2024
Apple reports results that meet expectations, but challenges in China loom
Apple's recent quarterly results met market expectations, though challenges in its China business and a significant profit decline signal potential headwinds ahead.
Friday 1 November 2024
Huawei 2024 9-mth report: Revenue rises, net profit dips amid R&D push and US sanctions
Huawei's third-quarter 2024 report reveals strong revenue growth from January to September, driven by consumer electronics, smartphones, and ICT. Despite this, net profit declined...