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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 17 October 2024
TSMC expects 13% revenue growth in 4Q24
TSMC has disclosed that its third-quarter revenue and margins surpassed the guidance it provided three months ago. The pure-play foundry anticipates a 13% sequential increase in revenue...
Thursday 17 October 2024
Huawei suppliers face effort by US lawmakers to block chip gear
Key US lawmakers are pressing the Biden administration to block Huawei Technologies Co. suppliers from buying American chipmaking gear, escalating efforts to prevent the sanctioned...
Thursday 17 October 2024
Apple secretly worked with China's BYD on long-range EV battery
Apple Inc. worked with Chinese automaker BYD Co. for years as part of its now-canceled car project, developing long-range batteries that helped lay the groundwork for technology used...
Thursday 17 October 2024
Arm reportedly attempts to bypass Arm China in IP licensing business and sell directly to Chinese customers
According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed...
Thursday 17 October 2024
BOE upgrades flexible OLED screens to dominate flagship smartphone market
Following the successful launch of its 2K+ LTPO all-in-one screen in 2023, BOE, China's leading display manufacturer, is taking things up a notch for 2024. The company has upgraded...
Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the negotiations between the two parties influences not only...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Wednesday 16 October 2024
iPhone 16 series launch delayed in Indonesia due to certification and investment issues
The Apple iPhone 16 series officially launched on September 20, but it has yet to be released in the Indonesian market as Apple continues negotiations with the Indonesian governmen...
Wednesday 16 October 2024
Global autonomous vehicle race heats up: Hyundai plays catch-up amid US and China dominance
The global autonomous vehicle market is rapidly evolving, with companies like Tesla, Waymo, and Zoox leading innovation in technologies and services. As Chinese firms join the competition,...
Wednesday 16 October 2024
Chinese think tank recommends continued use of Nvidia GPUs in data centers due to high transition costs
A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching...
Wednesday 16 October 2024
China's AI data center boom sparks concerns over surplus computing power
The global surge in artificial intelligence (AI) is driving provincial governments in China to race in constructing new data centers, aiming to stimulate local economic development...
Wednesday 16 October 2024
AI and computing power emerge as new battlefields for China's automotive sector
As "end-to-end large models" sweep through the smart driving industry, China's automotive sector is gradually entering a new "AI battlefield." Zhang Yongwei, vice chairman and secretary-general...