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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
Wednesday 18 September 2024
Apple supplier Luxshare acquires German auto supplier Leoni in diversification bid
With iPhone sales in the Greater China region slumping in the first half of 2024 under fierce competition from Chinese smartphone brands, companies in Apple's supply chain have been...
Wednesday 18 September 2024
Lenovo to manufacture AI servers in India amid global reliance on supply in Taiwan
China-based Lenovo has announced plans to begin manufacturing AI servers at its Puducherry plant in southern India and has established a dedicated AI servers R&D lab in Bengaluru...
Wednesday 18 September 2024
US presidential election outcome to significantly impact supply chain relocations
The outcome of the US presidential election is expected to have a significant impact on supply chain relocations. Industry sources report that US-based brands are closely monitoring...
Wednesday 18 September 2024
German automaking industry in turmoil amid EV transition
The big-3 German automakers, Volkswagen, Mercedes-Benz, and BMW, are all finding themselves struggling to adapt to the trend of vehicle electrification. Supply chain sources have...
Wednesday 18 September 2024
Huawei encounters difficulties with Kirin SoC performance breakthroughs
Huawei's recent Mate XT tri-fold smartphone launch has sparked curiosity about China's advancements in chip manufacturing. The company's reluctance to disclose chip details has left...
Monday 16 September 2024
India has chip dreams, what it needs is a strategy
Across the world, countries are spending wagonloads of taxpayer money to develop or support their semiconductor industries. This pipeline of cash has yielded some successes and some...
Monday 16 September 2024
Nvidia highlights intense demand and pressure amid AI boom
As Nvidia emerged as the preferred partner for startups and tech giants aiming to develop generative AI products, CEO Jensen Huang noted that the world is entering an era of accelerated...
Monday 16 September 2024
Debunking China's first indigenous DUV lithography system
The recent unveiling of a new local deep ultraviolet (DUV) lithography machine model by China's Ministry of Industry and Information Technology (MIIT) has become a hot topic of discussion...
Monday 16 September 2024
Malaysia emerges as key hub for passive component manufacturing amid geopolitical shifts
AI is propelling industries into a new era, with even passive component supply chains reaping the benefits.
Monday 16 September 2024
Apple faces headwinds as iPhone 16 lacks AI features amid Chinese competition
The absence of Apple Intelligence at the iPhone 16 launch, coupled with delayed AI feature availability in many non-English-speaking countries until after 2025, presents potential...
Monday 16 September 2024
Leading EUV mask inspection provider aims for double-digit revenue growth amid generative AI hype
Lasertec, the sole provider of EUV patterned mask inspection systems, aims for double-digit revenue growth despite a slowdown in sales from China due to US export restrictions. The...
Monday 16 September 2024
IBM's former CEO offers Intel tough love amid chip industry upheaval
As Intel faces what it calls the most significant crisis in its 56-year history, Samuel J. Palmisano, former CEO of IBM, has some hard truths for the Silicon Valley giant. With Intel...
Monday 16 September 2024
China reportedly discourages EV makers from investing overseas, urging domestic retention of key technologies
As the global electric vehicle (EV) supply chain shifts towards a regionalized production model due to geopolitical and economic factors, the Chinese government is reportedly discouraging...
Monday 16 September 2024
Posco Future M under siege from escalating Chinese competition; government support imperative
Posco Future M, a South Korean battery anode material manufacturer, is facing intensifying competition from Chinese rivals, resulting in a steady decrease in the utilization rate...
Friday 13 September 2024
Global automobile and EV sales, 2024
Overall automobile sales began to decelerate, but electric vehicle (EV) sales remained in robust growth in China in the first half of 2024.