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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 31 July 2024
Foundry VIS secures orders shifted from China amid pricing pressures, improving gross margins
Specialty IC foundry Vanguard International Semiconductor (VIS) has successfully secured orders originally intended for Chinese competitors, despite the Chinese companies offering...
Wednesday 31 July 2024
China's mobile phone market sees long-awaited recovery
Under the continuous efforts of companies like Huawei, Xiaomi, Vivo, Honor, and Oppo, China's mobile phone market is finally experiencing a long-awaited revival.
Wednesday 31 July 2024
BYD intensifies EV price war, challenges competitors in China
BYD has initiated a fresh price war in China's electric vehicle (EV) market, continuing to pressure its competitors by leveraging its production scale, according to market sources...
Wednesday 31 July 2024
Taiwan IT firms accelerate expansions beyond China
In the wake of rising geopolitical tensions, Taiwan-based high-tech companies are accelerating their expansions beyond China, which used to be the base for most of their offshore...
Tuesday 30 July 2024
US-Kenya partnership signals Africa's rising role in global semiconductor industry
Africa is emerging as a significant player in the global semiconductor landscape, as evidenced by the recent partnership between the United States and Kenya. This collaboration highlights...
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few...
Tuesday 30 July 2024
China accelerates HBM production for AI, CXMT expands for self-sufficiency amid sanctions
China is ramping up its efforts to produce High-Bandwidth Memory (HBM), crucial for advancing AI technology, as part of its supply chain indigenization strategy.
Tuesday 30 July 2024
Raimondo rebukes Trump: urges for US chip independence, warns against over-reliance on Taiwan
Following Trump's controversial comments about Taiwan, US Commerce Secretary Gina Raimondo underscored the necessity of bolstering domestic chip manufacturing, warning against over-dependence...
Tuesday 30 July 2024
Singapore becomes biggest buyer of Taiwan's technologies, says MOEA
Taiwan's Ministry of Economic Affairs (MOEA) released a report on July 29 revealing intriguing insights into Taiwan's R&D investment and technology export trends. The report highlighted...
Tuesday 30 July 2024
BYD's potential entry into Taiwan's EV market faces five key challenges
As 2024 enters its final four months, BYD's annual electric vehicle sales have nearly surpassed Tesla's, solidifying its market position. The company's international expansion is...
Tuesday 30 July 2024
Foxconn expands capacity in India to support more product lines
Hon Hai Technology (Foxconn) has been ramping up production capacity in India to extend support to more product lines, according to industry sources.
Monday 29 July 2024
Tesla and Nvidia set to go head-to-head in high-end autonomous driving
In the realm of end-to-end advanced autonomous driving solutions, both Nvidia and Tesla are dominant forces.
Monday 29 July 2024
US slams the door on Chinese EVs; EU leaves a crack open despite stringent taxes and tariffs
China's EV entrance into international markets has hit a bump with the trade barriers from Europe and the US, casting a dark cloud above their expansion.
Monday 29 July 2024
EU subsidies for fab construction progressing slowly; both TSMC and Intel yet to be approved
In March and April 2024, the implementation unit of the US CHIPS and Science Act and the US Department of Commerce announced that Intel and TSMC received US$8.5 billion and US$6.6...
Monday 29 July 2024
Foxconn's Vietnam plant to roll out 4 million Nintendo Switch annually by 2027
Foxconn is set to produce Nintendo Switch consoles in Quang Ninh, Vietnam, as part of its US$260 million investment project in the province.