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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
Chinese EV makers aim for Europe as budget models flood market
Nikkei reports that dismantling EVs from brands like BYD and NIO reveals a strategic edge: component integration not only helps cut weight but also trims costs significantly...
Monday 4 November 2024
China's EV sector set for major shift by 2025: Supply chain sees new opportunities
Recent policy changes in China signal a comprehensive restructuring of the automotive industry, focusing on enhancing standards, supporting green energy initiatives, and managing...
Monday 4 November 2024
CHPT anticipates full-year quarterly growth, secures new US HPC orders for 4Q24
Chunghwa Precision Test Tech. (CHPT) expects consistent quarterly growth, with fourth-quarter revenue set to benefit from new high-performance computing (HPC) test board orders and...
Monday 4 November 2024
Innolux sells Chinese assets, second sale in two months amid cooling panel demands
Following the sale of its Southern Taiwan plant to TSMC, Innolux has announced it will sell its assets in Nanjing, China, in a transaction valued at CNY450 million (approximately...
Monday 4 November 2024
iPhone 16 has a steady start in China but Huawei narrows the gap ever closer
The focal point of discussion in China's smartphone market currently centers on Apple's iPhone 16 sales and the rapidly shifting rivalry between Apple and Huawei. IDC's latest data...
Monday 4 November 2024
US sanctions on Indian entities may challenge Nvidia's market expansion plans
Recent US sanctions targeting individuals and entities, including some based in India, following rumors of advanced server exports to Russia, could disrupt Nvidia's plans to cultivate...
Monday 4 November 2024
US invests US$825 million in EUV facility to boost chip development
The US government has designated the Albany NanoTech Complex in New York as the site for the first flagship research and development facility under the CHIPS for America program,...
Monday 4 November 2024
PSMC secures initial IP payment from Tata for India's first 12-Inch wafer fab, eyes 2026 mass production
After parting away with Japanese financial firm SBI Holdings, Powerchip Semiconductor Manufacturing Corporation (PSMC) announced that it has received the initial payment from Tata...
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...