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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 16 October 2024
ASML confirms shipping third High NA EUV, remains optimistic about long-term growth despite weak 2025 outlook
ASML has announced the shipment of its third High NA lithography system to a new customer after unexpectedly releasing its financial results ahead of schedule. The company acknowledged...
Wednesday 16 October 2024
ASML's order plunge suggests Intel and Samsung pullback, potentially benefiting TSMC
ASML's latest financial results revealed that some chipmakers have slowed their investments. Analysts speculate that Intel and Samsung may be the ones cutting back, potentially easing...
Tuesday 15 October 2024
Japan's manufacturing investment in China dips for seven consecutive quarters
Japanese manufacturing companies have experienced seven straight quarters of declining capital investments in China, extending through the second quarter of 2024. A survey by Japan's...
Tuesday 15 October 2024
US weighs capping exports of AI chips from Nvidia and AMD to some countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the...
Tuesday 15 October 2024
Better, faster, cheaper: Taiwan's path to defense contracts in the US
The defense sector, once a tightly controlled and exclusive industry with high entry barriers, is opening up amid US-China tensions and rising geopolitical conflicts. This realignment...
Tuesday 15 October 2024
China's cobot market edges out foreign rivals as Taiwanese brands seek viable alternatives
The AI robotics market is expanding rapidly worldwide, with China emerging as the largest end-user market for robots, driving fierce competition among global supply chain companies...
Tuesday 15 October 2024
Apple reins in Chinese suppliers amid quality issues, turning back to Taiwanese manufacturers for reliability
In recent years, the rise of the Chinese supply chain has been putting pressure on Taiwan-based manufacturers due to factors such as cost, customer supply chain strategies, and indigenous...
Tuesday 15 October 2024
Samsung DS division head signals major reforms ahead
According to recent reports, Samsung Electronics (Samsung) has suspended all construction and equipment orders for its P4 and P5 plants in Pyeongtaek and has decided to exit the LED...
Tuesday 15 October 2024
Tesla doubles down on autonomous driving, reveals inefficiencies of Europe and US compared to China
Tesla, positioned at the intersection of energy and AI, showcases its advanced self-driving vehicles, Cybercab and Robovan. These vehicles, which eliminate steering wheels and pedals,...
Tuesday 15 October 2024
Google deepens investment in Asia-Pacific countries
Google has been active in the Asia-Pacific region, increasing investments in Thailand, Malaysia, Indonesia, and more. Google CEO Sundar Pichai also visited Japan to participate in...
Tuesday 15 October 2024
EU taps Taiwan for 6G development as competition with China Grows
Thanks to the strategic efforts of telecom giants like Huawei, China has made rapid advances in 5G, building an expansive patent portfolio across network infrastructure. As the industry...
Tuesday 15 October 2024
Self-reliance in chipmaking leads to plagiarism and intense competition, says ACM chairman
The local semiconductor equipment industry in China is presently experiencing the consequences of US export restrictions. In recent years, China's semiconductor industry has been...
Tuesday 15 October 2024
Tesla faces challenges in China's evolving autonomous vehicle market
Tesla's self-driving ambitions are facing a critical test as it seeks to penetrate China's intelligent vehicle market, where the rules of the game are already being reshaped.
Tuesday 15 October 2024
SenseTime, Enflame setting up AI computing hubs in China
SenseTime and Enflame Technology, two Chinese AI unicorns, are actively developing AI computing power centers to enhance the efficiency and accessibility of training large AI models...
Tuesday 15 October 2024
Status of domestic AI chip development in China
China is pushing domestically developed AI chips and deployment of RISC-V structure in a bid to break through US chip sanctions.