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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 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market...
Friday 11 October 2024
Hong Kong's four October tech fairs to attract over 6,000 global exhibitors in electronics and lighting
The Hong Kong Trade Development Council (HKTDC) will host four major technology fairs this October, featuring approximately 6,200 exhibitors from 29 countries and regions. These events...
Friday 11 October 2024
Middle East pager explosions raise concerns over Western V2X security
The US plans to implement a ban in January 2025 on certain software and hardware used by connected cars from China and Russia for security. This initiative has drawn considerable...
Friday 11 October 2024
China's automakers bet big on AI to drive smart car revolution
China's automakers, from established players like state-backed Great Wall Motor to upstarts like Nio, XPeng, and Li Auto, along with tech giants such as Huawei and Xiaomi, are charging...
Friday 11 October 2024
Why the EU is imposing tariffs on Chinese EVs despite retaliation risk
The European Union (EU) has unleashed a powerful economic tool on China by imposing tariffs on electric vehicles (EVs), a move that increases the risk of retaliatory measures and...
Friday 11 October 2024
Taiwanese firms spotlight opportunities in the UK electric vehicle market amidst industry transformation
The British automotive industry was once the world's largest car exporter, with a history dating back to the 19th century. However, with changes in the global environment and the...
Friday 11 October 2024
China's leap in silicon photonics: A catalyst for AI growth?
Hubei Jiufengshan Laboratory, with CNY8.2 billion (approx. US$1.12 billion) subsidy from the Chinese government, has integrated a laser light source into a silicon chip, marking a...
Friday 11 October 2024
BYD's US$1 billion EV plant in India on hold amid regulatory hurdles
Chinese automaker BYD is eager to produce electric vehicles (EVs) in India but faces obstacles due to strict government scrutiny. Despite these challenges, the company remains committed...
Friday 11 October 2024
Malaysia emerges as SEA data center hub; Johor takes center stage
Malaysia is rapidly becoming a key destination for technology giants establishing data centers, with Johor emerging as a prime location due to its proximity to Singapore. According...
Friday 11 October 2024
Nvidia H200's greatest rival: AMD MI325X GPU
AMD is largely regarded as the only firm capable of challenging Nvidia's dominant position in the AI GPU market. AMD recently held its Advancing AI conference in San Francisco, where...
Friday 11 October 2024
Policy, production, and pragmatism: Linde LienHwa's hydrogen horizon
In the global race towards decarbonization, hydrogen energy is rapidly ascending as a key player. However, for Taiwan, an island nation with unique energy challenges, the path to...
Friday 11 October 2024
TSMC accelerates Fab AP8 project for CoWoS advanced packaging
TSMC is asking suppliers to accelerate the conversion of a plant into a CoWoS advanced packaging fab to meet strong demand from Nvidia, which is depending on the Taiwanese foundry...
Friday 11 October 2024
Siemens Gamesa warns of potential shift in Asia-Pacific offshore wind market
Siemens Gamesa, a leading wind turbine manufacturer, has warned that Taiwan's position as the frontrunner in Asia-Pacific's offshore wind market could be at risk, with Japan and South...
Friday 11 October 2024
2025 DRAM outlook: Samsung, SK Hynix adopt diverging expansion strategies
As general DRAM prices decline, recent forecasts indicate a divergence in the DRAM expansion strategies of Samsung Electronics (Samsung) and SK Hynix for 2025. Samsung plans on reducing...
Friday 11 October 2024
India eyes global semiconductor hub status: US and global partners invest in key chip-making and design projects
In late September, the Biden administration reached an agreement with the Indian government to establish a semiconductor manufacturing plant in India.