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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 5 August 2024
Low-cost Chinese robots likely to flood the market
The competition between Chinese and American companies in the humanoid robot industry is heating up.
Monday 5 August 2024
US plans to heighten controls on Chinese AI; South Korean and Chinese HBM manufacturers will be directly impacted
The US government is considering imposing restrictions as early as August to restrict China's access to crucial High Bandwidth Memory (HBM) chips and related manufacturing equipment...
Monday 5 August 2024
Europe's auto industry faces historic trade deficit amid electrification shift
Europe's automotive industry is poised to face a historic turning point in 2024, with imports expected to surpass exports for the first time in decades. This looming trade deficit...
Monday 5 August 2024
Taiwan's Green Harvest stakes claim in Australia's hydrogen rush, seeks to leverage tech prowess
In the sun-baked expanses of Queensland, Australia, a Taiwanese company is making an ambitious play in the global race for green hydrogen supremacy. Green Harvest Holdings, a relative...
Monday 5 August 2024
India's data center sector thrives as digital transactions skyrocket
India's financial landscape is undergoing a digital revolution, transforming everyday transactions across the country. From bustling teashops on street corners to gleaming international...
Monday 5 August 2024
Apple faces tough road ahead in China despite growing revenue
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Friday 2 August 2024
Samsung joins funding for AI security startup valued at US$400 million
Protect AI Inc., a security and artificial intelligence startup, has raised US$60 million from investors betting that the intersection of AI and security will be big business.
Friday 2 August 2024
CXMT begins mass producing HBM2: China aims to reclaim AI dominance?
China is attempting to produce High-Bandwidth Memory (HBM) in hopes of regaining control over AI, according to South Korean industry insiders.
Friday 2 August 2024
Geopolitics prompts IQE to step up global deployment
Compound semiconductor epitaxial wafer (epi-wafer) manufacturer IQE is swiftly adjusting its global strategy by expanding outside its UK base in response to geopolitical volatility...
Friday 2 August 2024
SK Hynix considers US IPO for subsidiary Solidigm amid surging enterprise SSD demand
SK Hynix is reportedly considering an initial public offering (IPO) for its solid-state drive (SSD) subsidiary, Solidigm, in the US, following a surge in demand for enterprise SSDs...
Friday 2 August 2024
Japan pursues semiconductor leadership with additional measures
Japan has implemented additional tax incentives and other measures to vigorously pursue ambitious efforts aimed at rebuilding its semiconductor industry.
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Friday 2 August 2024
Apple faces challenges in China, with revenue impacted by strong dollar
Apple's performance in the past quarter was impacted by a strong dollar, with the Chinese market continuing to pose significant challenges. Additionally, the company offered limited...
Friday 2 August 2024
Intel announces cost reduction plan, expects to reduce tile production outsourcing to TSMC in 2026
Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement...