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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
Upcoming Huawei smartphone with flagship Kirin SoC will be zoomed in again
Huawei's flagship device, the Mate 70, is slated to be released at the end of November, following the recent debuts by Xiaomi, Oppo, Vivo, and Honor. This smartphone has sparked widespread...
Tuesday 5 November 2024
Southeast Asia's digital economy slows as consumers cut spending
Southeast Asia's internet economy will log its slowest growth on record this year, a group of researchers said, underscoring weakness in consumer demand and a push to show profits...
Tuesday 5 November 2024
Apple's US$280.8 million Chinese R&D expansion raises alarms for South Korean industry and US national security
Apple is strengthening its collaboration with China's display industry, aiming to lower production costs and reduce reliance on primary South Korean suppliers, Samsung Display (SDC)...
Tuesday 5 November 2024
NXP forecasts lower 4Q24 results due to falling auto chip demand and macro issues
NXP Semiconductors anticipates that its revenue and profit performance for the fourth quarter of 2024 will be below market expectations, with an estimated range of US$3 billion to...
Tuesday 5 November 2024
US election to catalyst Taiwan's global semiconductor expansion, says Microip chairman
The uncertainty and potential disruption that may unfold in the wake of the 2024 US presidential election looms over Taiwan's booming semiconductor industry. At the recent launch...
Tuesday 5 November 2024
China extends lead over Japan in global auto exports, defying tariff challenges
At the close of October 2024, China and Japan disclosed automotive export figures covering January to September. DIGITIMES Research noted that China's lead over Japan, first...
Tuesday 5 November 2024
Trump teases shutting down CHIPS Act: what does it mean?
With the US presidential election on the horizon, Republican Donald Trump and Democrat Kamala Harris have drawn attention for their stances on Taiwan's semiconductor industry. Interest...
Tuesday 5 November 2024
PC firms see seasonality, US election impact 1H25 sales
Seasonality is anticipated to impact PC sales in the first half of 2025, with the outcome of the upcoming US presidential election expected to send ripples into the industry, according...
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...