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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 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...
Friday 1 November 2024
Chinese officials urge EV makers to halt EU expansion amid rising trade tensions
Chinese officials are reportedly urging local electric vehicle (EV) manufacturers to suspend their expansion in the European Union (EU), potentially exacerbating future trade decoupling...
Friday 1 November 2024
China SiC industry faces restructuring; Taiwan firms seek differentiation
With SiC production capacity rising in China, prices have fallen dramatically, potentially leading to a restructuring of China's SiC industry and prompting Taiwan-based players to...
Friday 1 November 2024
Intel CEO to visit TSMC in November, say sources
Intel CEO Pat Gelsinger will visit TSMC in Taiwan in November, according to industry sources, who also believe that recent media claims about TSMC withdrawing the Intel discount are...
Friday 1 November 2024
Dixon to make notebooks for top vendors in India, becoming largest beneficiary of scrutiny against Chinese investments
Dixon Technologies, the largest India-based EMS/ODM, said it had bagged orders of four out of five top PC brands in India. The company is expanding its mobile phone manufacturing...
Thursday 31 October 2024
Could South Korea's interests be behind US potential sanctions targeting Chinese display firms?
John Moolenaar, Chairman of the House Select Committee on the Strategic Competition Between the US and China, has recently written to Defense Secretary Lloyd Austin regarding China's...
Thursday 31 October 2024
WinSemi sees support from satellite, Wi-Fi 7, optical communications despite weak China handset demand
GaAs foundry house Win Semiconductors (WinSemi) has offered a weak outlook for China's Android phone market in the fourth quarter of 2024, but expects significant results from satellite,...
Thursday 31 October 2024
China's market rescue policies take effect; Holtek expresses optimism for 2025
Microcontroller unit (MCU) manufacturer Holtek has observed increasing demand for small household appliances during China's Singles' Day and Double 12 shopping festivals. The company...