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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 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.
Friday 13 September 2024
OpenAI, Nvidia executives discuss AI infrastructure needs with Biden officials
OpenAI Chief Executive Officer Sam Altman and Nvidia Corp. CEO Jensen Huang met with senior Biden administration officials and other industry leaders at the White House, where they...
Friday 13 September 2024
Malaysia says its tech boom will withstand US election ripples
Malaysia's goal of boosting investments in its growing technology exports sector is unlikely to be affected by the results of the US election, according to Trade and Industry Minister...
Friday 13 September 2024
Nvidia hampered by geopolitical policies, Chinese GPU firms reap windfall
In the AI computing era, nearly all leading developers of large language models (LLMs) are racing to stockpile Nvidia GPUs. According to TechInsights, Nvidia dominated the...
Friday 13 September 2024
Former Samsung executive leaks DRAM technology to China valued as high as US$3.2 billion
Former Samsung Electronics executive Jin-seok Choi was recently detained again by court order for leaking DRAM process technology to China, with over 30 additional researchers now...
Friday 13 September 2024
Samsung to reportedly phase out LED biz due to Chinese price pressure
According to South Korean media Newsway, Samsung's Device Solutions (DS) division plans to phase out LED lighting production at its Giheung campus by 2030. Most employees...
Friday 13 September 2024
Huawei's triple-fold Mate XT reaches 5 million pre-orders, but converting to actual orders will be challenging
Despite coming at a steep price, pre-orders for Huawei's new Mate XT triple-fold smartphone on the official online store have already surpassed 5 million as of September 11.
Friday 13 September 2024
EV development places more importance on supply chain tenacity, says Cenex CEO Robert Evans
The non-profit organization Cenex, established in 2015, focuses on low-carbon transport, related energy infrastructure, and items including project delivery, innovative technology...
Friday 13 September 2024
Samsung counters Apple's Korea strategy with unprecedented US discounts in 3Q24
Apple has, for the first time, included South Korea in the initial wave of countries for the iPhone 16 series launch. In response, Samsung Electronics has raised its alert level and...
Friday 13 September 2024
Samsung, SK Hynix, Micron to benefit from iPhone's memory upgrade
Apple's first AI phone, the iPhone 16 series, has officially been released. To adapt to Apple Intelligence, the entire series features 8GB of memory capacity. As AI functions become...
Friday 13 September 2024
Germany strengthens semiconductor ties with Taiwan, eyes broader investment
Germany is accelerating its investment in Taiwan's semiconductor sector, with ripple effects expected across Europe, according to Dr. Eva Langerbeck, Chief Representative and Executive...