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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
Friday 13 September 2024
Chinese brands aim to leverage domestic AI smartphone surge
Chinese brand vendors are actively working to capitalize on the substantial increase in AI smartphone sales in the domestic market. Market research surveys reveal that current consumer...
Friday 13 September 2024
Apple signals flexibility on App Store policies to maintain Chinese market share
At Apple's product launch event on September 10, the company dedicated a segment of the presentation to announce that Tencent's latest game, "Honor of Kings: World" is scheduled to...
Friday 13 September 2024
China's aggressive DRAM expansion alarming South Korea's memory giants
China's leading DRAM manufacturer, Changxin Memory Technologies (CXMT), is reportedly ramping up its production. This move has raised alarm in the South Korean memory industry, potentially...
Friday 13 September 2024
Apple's cautious AI rollout: supply chain anticipates iPhone 16 3Q24 sales impact
Apple unveiled its AI feature, Apple Intelligence, at its product launch event on September 10, announcing a US rollout in October. However, support for languages such as Chinese,...
Friday 13 September 2024
Chinese AI chip developer Biren files for IPO despite US trade restrictions
Chinese GPU maker Biren Technology has recently filed for an upcoming IPO with the Shanghai Securities Regulatory Commission, following in the footsteps of Shanghai Enflame, another...
Friday 13 September 2024
PANJIT achieves record automotive revenue in 3Q24, expands global presence
Despite recent disruptions in the automotive supply chain and varying perspectives on the automotive market among industry players, PANJIT, a major power semiconductor and integrated...
Friday 13 September 2024
Xiaomi to launch new flagship smartphone powered by Qualcomm chip
Xiaomi is set to release its new Xiaomi 15 flagship smartphone series powered by Qualcomm's Snapdragon 8 Gen 4 CPU this year, competing with new phone models from Apple and Huawei.
Thursday 12 September 2024
US, China, and Japan rank first respectively in AI, green energy, semiconductor supply chain market share
With geopolitical tensions increasing, countries have placed even more importance on essential products and supply chains. Nikkei compiled data from several research institutes...
Thursday 12 September 2024
Trump and Harris clash on US-China tech war: tariffs, chip exports, and America's competitive edge
Former President Donald Trump and Vice President Kamala Harris recently faced off in their first presidential debate, clashing on issues such as the US chip supply to China and the...
Thursday 12 September 2024
Dixon signs MoU with HP for PC manufacturing in India
Padget Electronics, a subsidiary of India-based Dixon Technologies, has signed an MoU with HP to manufacture notebooks, PCs, and all-in-one PCs as part of India's initiative to encourage...
Thursday 12 September 2024
Huawei unveils new foldable smartphone and EV Aito M9 and Luxeed S7, upgrades autonomous driving system
On September 10, Huawei hosted its Extraordinary Brand Gala, introducing a range of highly anticipated products. Among the highlights were the new Mate XT tri-fold smartphone and...
Thursday 12 September 2024
IC distributor GMI warns of still-high inventory in China
IC distributor GMI Technology has cautioned about persistently high inventory levels in China. Still, it remains optimistic about semiconductor demand in communications, AI, and automotive...
Thursday 12 September 2024
Taiwan SiC foundries to reshape global semiconductor industry
As more major Taiwan-based pure-play foundries enter the silicon carbide (SiC) manufacturing sector, they may provide international integrated device manufacturers (IDMs) with leverage...
Thursday 12 September 2024
Samsung reportedly plans major global job cuts; Chinese and Indian operations among first affected
Samsung is reportedly planning significant global job cuts, with its Indian operations expected to be among the first affected. The company is grappling with challenges in its semiconductor...
Thursday 12 September 2024
Growing SiC substrate supply to fuel Taiwan compound semiconductor foundry
Increasing silicon carbide (SiC) substrate supply from China at lower prices is expected to fuel Taiwan-based foundry houses' diversification into compound semiconductors.