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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 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...
Tuesday 24 September 2024
Maserati links to China's Chery as parent Stellantis seeks reorganization
Due to Stellantis' poor financial performance in the first half of 2023, CEO Carlos Tavares publicly declared at the end of July that the company would shut down unprofitable brands...
Tuesday 24 September 2024
Huawei, Samsung continue releasing new products to challenge Apple
Apple's new iPhone 16 series officially launched on the 20th. With features including GenAI enhancements and processor upgrades, there are high expectations for its sales performance...
Tuesday 24 September 2024
Huawei acknowledges chip manufacturing limitations in pursuit of advanced computing solutions
Huawei's rotating chairman, Zhijun Xu, has publicly recognized for the first time that China's limited chip manufacturing capabilities hinder the company's ability to develop advanced...
Tuesday 24 September 2024
German automotives face bleak challenge with BMW's major recall, VW to close factories
With China's electric vehicles (EVs) gaining a strong foothold and automotive sales in the European Union (EU) slowing down, traditional large Germany-based automotive manufacturers...
Tuesday 24 September 2024
Chinese automakers urged to expand abroad amid trade concerns
China's new energy vehicle (NEV) supply chain is feeling the impact of geopolitical pressures from countries such as Europe and the United States. The trade dispute between Europe...
Tuesday 24 September 2024
Vietnam unveils semiconductor policy for 2050
Vietnam has unveiled its semiconductor roadmap for 2025-2050, aiming to establish three fabs, 20 integrated circuit (IC) backend houses, and 300 IC design houses as part of its goal...
Tuesday 24 September 2024
Foreign auto joint ventures lose ground to local EV makers in China
Foreign auto joint ventures (JVs) that once dominated China's car market are rapidly losing market share to local electric vehicle (EV) manufacturers, according to industry sources...
Tuesday 24 September 2024
Chinese automakers adjust global strategy amid geopolitical tensions
Chinese automakers and their associated supply chains are actively expanding their operations internationally to mitigate the effects of trade disputes and geopolitical tensions with...
Tuesday 24 September 2024
China automakers demand price cuts for SiC modules
China's automobile manufacturers are reportedly asking silicon carbide (SiC) module vendors to cut prices by as much as 30% amid growing supply, according to industry sources.
Tuesday 24 September 2024
Qualcomm's Intel takeover ambition: why Taiwan suppliers consider it a disaster
In response to speculation that Qualcomm is approaching Intel about a possible takeover, industry sources in Taiwan believe the merger would be disastrous since it undervalues Intel...
Tuesday 24 September 2024
Modi urges US tech giants to leverage AI opportunities in India's expanding market
Leading technology companies in the US, including Nvidia and Google, have announced their commitment to India as Indian Prime Minister Narendra Modi invited them to seize opportunities...
Monday 23 September 2024
TSMC denies plans for UAE chip plants despite Middle East AI push
The Wall Street Journal (WSJ) has reported that both TSMC and Samsung Electronics are in discussions about plans to build large semiconductor manufacturing facilities in...
Monday 23 September 2024
Wolfspeed unveils cutting-edge silicon carbide module solution to boost clean energy capacity
Wolfspeed, Inc. (NYSE: WOLF), the global leader in silicon carbide technology, today unveiled a silicon carbide module designed to transform the renewable energy, energy storage,...
Monday 23 September 2024
Taiwan leads in semiconductor manufacture; Japan academics urge collaboration
Japan is the industry leader in materials and equipment, while Taiwan maintains an overwhelming advantage in semiconductor manufacturing, according to Takashi Hattori, deputy representative...