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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
Thursday 19 September 2024
Chinese MacBook bearing supplier hit by quality issues, orders shift to US, Taiwan
Kunshan Kersen Science Technology Co., Ltd., a crucial supplier of MacBook bearings, has reportedly suspended shipments due to quality control issues. In response, Apple has redistributed...
Wednesday 18 September 2024
AI smartphone race: Chinese brands seek to outpace Apple
The third quarter is traditionally a peak season for smartphones, with leading brands launching new models. Both Apple and Huawei have scheduled their product launches for the 10th,...
Wednesday 18 September 2024
China acquires Korean fabs, strengthening polarizer market dominance
South Korea's Samsung SDI is officially exiting the polarizer market. The company recently announced the sale of its polarizer business to Wuxi Hengxin Optoelectronic Materials, a...
Wednesday 18 September 2024
CATL eyes solar-storage boom as M&A frenzy heats up
The solar industry has officially entered the N-type TOPCon era, but it now faces a significant supply glut. Recently, bargain hunting has emerged in the solar sector, signaling the...
Wednesday 18 September 2024
How far is China from 28nm process after domestic lithography breakthrough?
One of the critical focal points in the US-China tech war is the collaborative effort by the US, Japan, and the Netherlands to prevent Chinese semiconductor companies from acquiring...
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...