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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
Friday 29 November 2024
India to double 5G subscription by 2030
A recent Ericsson Mobility Report published on November 26 indicates that 5G subscriptions in India, Bhutan, and Nepal will surpass 270 million by the end of 2024, accounting for...
Friday 29 November 2024
India and Siemens offers IC design resources with ChipIN Centre
India's Centre for Development of Advanced Computing (C-DAC) has launched the ChipIN Centre as a central hub for semiconductor design, providing comprehensive tools and resources...
Thursday 28 November 2024
Lam Research to set up office at Tata-PSMC wafer fab
Taiwan-based pure-play foundry PSMC is building a 12-inch wafer fab for Tata Electronics in India, and Lam Research, eyeing growing Indian opportunities, plans to set up an office...
Wednesday 27 November 2024
US ban expansion may stifle China's AI chip ambitions
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Wednesday 27 November 2024
Nvidia faces setbacks in China's sovereign AI push
Nvidia CEO Jensen Huang's vision of sovereign AI encounters significant challenges in China's market, where AI computing resources face a paradoxical situation of scarcity and underutilization...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Deglobalization accelerates global brands' supply chain reshuffle
Geopolitical tensions have spurred another major shift in global supply chains, as highlighted by TSMC founder Morris Chang's proclamation that globalization is dead. With Donald...
Tuesday 26 November 2024
Tesla faces fierce competition as FSD eyes China debut
Tesla plans to launch its Full Self-Driving (FSD) technology in China by early 2025, though regulatory approval remains uncertain. Domestic automakers are intensifying efforts to...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
GIS narrows losses, outlines Vietnam expansion and AR/VR ambitions
Touch panel maker GIS posted a net loss of NT$73.86 million (approx. US$2.28 million) for the first three quarters of 2024, a marked improvement from the NT$1.8 billion loss a year...
Monday 25 November 2024
Apple India sales hit US$8 billion on strong iPhone sales
According to the Mint, Business Standard, and the Times of India, Tofler cited Apple India's corporate filing with the Registrar of Companies of India,...
Friday 22 November 2024
Trump-style 'Made in USA' could end tariff exemptions for China-made notebooks and smartphones
Donald Trump's expected return to the White House on January 20, 2025, has intensified speculation over his trade policy plans. Liu, Director of the Regional Development Study Center...
Friday 22 November 2024
Xiaomi to replace GetApps with Indus AppStore in India
Xiaomi will replace its GetApps store with PhonePe's Indus AppStore in India starting January 2025 to improve user experience, addressing concerns about intrusive ads and privacy...
Wednesday 20 November 2024
VinFast emerges as Vietnam's leading EV maker amid push to meet year-end delivery targets
VinFast, a Vietnamese automaker often referred to as the "Tesla of Vietnam," reported sales of 11,000 units in October, securing its position as Vietnam's leading electric vehicle...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...