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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 11 September 2024
Apple's AI dripfeed may alienate consumers in China as local rivals surge
All eyes were on Apple's AI efforts during the tech giant's latest product announcement on September 9, but consumers in China are likely to feel disappointed. Apple Intelligence...
Tuesday 10 September 2024
Global smartphones, 2Q 2024
Global smartphone shipments are only expected to rise 1.7% on year in the second half of 2024 after experiencing a nearly 10% on-year pick-up in the second quarter.
Tuesday 10 September 2024
PCB maker APCB rumored to close Taiwan plant; some production speculated to shift to Kunshan
PCB manufacturer APCB is reportedly shutting down its Taiwan plant before December.
Tuesday 10 September 2024
Xi seeks closer ties with Spain on AI, high-tech development
Chinese President Xi Jinping told Spanish Prime Minister Pedro Sanchez he wants the two nations to strengthen ties and jointly promote development in high-tech industries, including...
Tuesday 10 September 2024
TV panel prices to stabilize following October production cuts
Despite the lackluster third-quarter peak season and stagnant end-user demand, leading Chinese panel manufacturers have announced a two-week production cut during the National Day...
Tuesday 10 September 2024
Can Intel revive US semiconductor dominance?
The trio of Intel CEO Pat Gelsinger, US President Joe Biden, and Commerce Secretary Gina Raimondo are on a mission to restore the former glory of the US semiconductor industry.
Tuesday 10 September 2024
Growth in Europe expected in 2025, says Acer EMEA head
Although inflation and geopolitical uncertainties still linger in the PC market in Europe, the final months of 2024 will see these impacts fade away, leading to a rebound in 2025,...
Tuesday 10 September 2024
Four major players and Chinese upstarts drive OLED TV shipments higher despite challenges
Historically, OLED TVs have lagged behind LCD models in the global market, which ships nearly 200 million units annually. This disparity is largely due to the fewer brands producing...
Tuesday 10 September 2024
Huawei's triple-fold smartphone sparks new frontier in mobile innovation
Chinese tech giant Huawei is set to unveil its latest innovation in the foldable smartphone market, potentially reshaping the landscape of mobile devices. The company's upcoming launch...
Tuesday 10 September 2024
International EV firms struggle in China
International electric vehicle (EV) companies, such as Ford Motor and General Motors (GM), are struggling to operate in China's hypercompetitive and low-priced EV environment.
Tuesday 10 September 2024
BYD steps up EV R&D
BYD has stepped up the research and development of electric vehicles (EV) and related components, such as EV inverters.
Monday 9 September 2024
European carmakers struggle as China retaliation looms over tariffs
The European Union's temporary tariffs on Chinese electric vehicles, introduced in early July, have triggered a sharp decline in registrations across the continent. SAIC Motor's MG,...
Monday 9 September 2024
Chinese LLM developers navigate US chip sanction through innovation
Despite encountering significant challenges from US export controls and subsequent chip shortages, China continues to make substantial progress in its AI industry. The country is...
Monday 9 September 2024
South Korean equipment makers benefit as Chinese companies like BOE and TCL CSOT target OLED
OLED deposition equipment provider Sunic System recently achieved significant success by supplying its equipment to several Chinese panel manufacturers. Other South Korean companies,...
Monday 9 September 2024
Taiwan's tech giants eye US$65 billion global charging station market
Governments around the globe are ramping up public charging station infrastructure initiatives. DIGITIMES...