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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
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may...
Thursday 7 November 2024
Arizona and Taiwan boost aerospace, defense partnerships amid rising demand for local supply chains
US defense technology companies are increasingly looking to Taiwan as a critical manufacturing base and supply chain partner, as revealed during a recent Arizona-led trade delegation...
Thursday 7 November 2024
US CHIPS Act expansion set to benefit South Korean solar manufacturers
Following the US Department of Treasury's expansion of the CHIPS and Science Act subsidies to include solar-grade silicon ingots and wafers, South Korean solar giants Hanwha Qcells...
Thursday 7 November 2024
Chinese lithium battery makers face domestic price wars amid global expansion hurdles
Despite their dominance of over 60% of the global lithium battery market, Chinese manufacturers are increasingly seeking to expand abroad to escape fierce competition and price wars...
Thursday 7 November 2024
Huawei reportedly offers triple salaries to poach TSMC engineers
Amid US export curbs, Chinese tech giant Huawei is allegedly offering triple salaries to entice Taiwanese semiconductor engineers, particularly those from TSMC, to join its ranks.
Thursday 7 November 2024
Apple reportedly offers Indonesia manufacturing investment to overturn iPhone ban
Apple has submitted a US$10 million investment plan to the Indonesian government in hopes of lifting the ban on the iPhone 16 to enable its immediate sale in the local market.
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Donald Trump's victory sparks SEA concerns over China +1 strategy amid tariff threats
Donald Trump's victory in the US presidential election has raised concerns about potential new tariffs and their impact on Southeast Asia's "China +1" strategy. Countries in the region...
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...