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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
Monday 2 September 2024
Huawei's Kirin chipsets back on track despite uncertain mobile stock?
It has been nearly a year since Huawei HiSilicon's Kirin chipset made its comeback. Observing Huawei's mobile performance this year, signs suggest that the company's supply issues...
Friday 30 August 2024
Chinese EV makers suffer setback in Europe after tariffs start
Chinese automakers registered fewer electric cars across Europe in July, as new tariffs amplified the impact of a broader slump in EV sales.
Friday 30 August 2024
SMIC to launch four new 12-inch fabs after 2025, targeting 28nm and above for local demand
Semiconductor Manufacturing International Corporation (SMIC), China's leading foundry, is significantly expanding its production capacity with four new 12-inch wafer fabs in Beijing,...
Friday 30 August 2024
China's solar policy could trigger global industry reshuffle amid bankruptcies and exit wave
The Chinese government's stance remains a crucial factor in shaping the scale and impact of the ongoing wave of global solar industry bankruptcies and exits. With China's global solar...
Friday 30 August 2024
IntelliEPI reports GaSb shipment growth and robust raw material inventory amid China's export controls
Yung-chung Kao, chairperson of IntelliEPI, stated that despite revenue growth in the first half of 2024, the company experienced increased losses and a decline in gross margin due...
Friday 30 August 2024
China government pushes new policy to raise power battery recycling
China's government has recently called for public consultation for the 2024 version of the Comprehensive Industrial Regulations on the Use of New Energy Vehicle Waste Batteries, aiming...
Friday 30 August 2024
SMIC reports sharp profit decline amid revenue growth in 1H24
China's largest pure-play foundry, SMIC, reported a significant decline in profitability despite revenue growth in its latest financial results. The company remains cautious despite...
Friday 30 August 2024
Xiaomi rumored to release self-developed smartphone AP in 1H25
Xiaomi will release its own customized mobile SoC in the first half of 2025, according to sources in the smartphone supply chain.
Friday 30 August 2024
Huawei reports strong 34.3% revenue growth in 1H24, targets ambitious CNY800 billion for the year
On August 29, Huawei announced its 2024 first-half financial results, showing a robust 34.3% year-on-year revenue increase to CNY417.5 billion (US$58.83 billion), with a net profit...
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Friday 30 August 2024
Xiaomi reports strong 2Q24 results, aims to meet EV delivery target by year-end
Xiaomi released its financial report on August 21, which announced a revenue of CNY$88.9 billion (US$12 billion) with an annual increase of 32%. This quarterly statement has been...
Thursday 29 August 2024
Samsung DS division's 100-day transformation under Young Hyun Jun's leadership
August 28 marked the 100th day since Vice Chairman Young Hyun Jun was appointed as the new Head of the Device Solutions (DS) Division at Samsung Electronics. The South Korean industry's...
Thursday 29 August 2024
YTEC expands proprietary equipment sales amid China's push for domestic semiconductor supply chain
YTEC, a Taiwan-based technology company, has strategically pivoted its business focus in response to changing market dynamics. Facing a decline in demand for optoelectronic LEDs,...
Thursday 29 August 2024
Apple becomes India's largest blue-collar job creator
As Apple urges its suppliers to diversify production, especially by expanding into India, Apple and its suppliers have emerged as significant job creators in the country.