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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 11 July 2024
China legacy chips face involution before flooding global markets
Concerns are mounting among Western governments and semiconductor companies regarding potential overcapacity in legacy chips, reminiscent of past issues seen in the solar industry...
Thursday 11 July 2024
Chinese AI models show strength and resilience amid US sanctions
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US's tightening AI chip export sanctions.
Thursday 11 July 2024
SK On partners with Nissan to fuel EV battery supply chain
South Korea's SK On is gearing up to power Japan's Nissan in a groundbreaking Electric Vehicle (EV) battery supply collaboration. This strategic alliance aims to bolster Nissan's...
Thursday 11 July 2024
UAE and Saudi Arabia leverage Chinese capabilities to realize AI and semiconductor dreams
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in...
Thursday 11 July 2024
TechInsights: Americas' chip suppliers continue to dominate R&D spending
Despite political and national security concerns about US domestic semiconductor production, American companies continue to account for more than half of the global chip industry's...
Thursday 11 July 2024
Largan reportedly signs LTA contract with US smartphone vendor
Largan Precision has reportedly entered into a long-term agreement (LTA) with a major US smartphone vendor, a move expected to increase its market share and pricing power, according...
Thursday 11 July 2024
Taiwan government encourages local firms to participate in military supply chain
During his inauguration speech on May 20, 2024, President William Lai announced the development of "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance,...
Thursday 11 July 2024
AMOLED phone shipments outnumber LCD ones, heaping pressure on Taiwanese panel supply chain
AMOLED has overtaken LCD as the mainstream screen technology for mobile phones, heaping pressure on Taiwanese panel makers who specialize in the latter, according to industry sourc...
Wednesday 10 July 2024
Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector.
Wednesday 10 July 2024
Chinese and South Korean SiC tool makers make efforts to cut dependence on Aixtron
In the 2024 SiC Semiconductor Conference held in Pusan in late June 2024, Chinese and South Korean fab tool makers announced SiC MOCVD-related technologies, trying to challenge the...
Wednesday 10 July 2024
Shanghai AI conference stuns with 45 cutting-edge robots, dragon-themed open-source humanoid
The 2024 World Artificial Intelligence Conference (WAIC) opened in Shanghai, showcasing an impressive array of 45 intelligent robots, including 25 humanoids.
Wednesday 10 July 2024
Rising HBM demand to benefit SK Hynix supplier in China
Yoke Technology, a China-based semiconductor and chemical material supplier, has disclosed its preliminary financial results for the first half of 2024. The company expects a net...
Wednesday 10 July 2024
Singapore to balance data center growth and sustainability in green initiative
Amidst the surge in demand for data centers, Singapore unveiled its Green Data Center Roadmap in May to promote sustainable practices in the industry. This ambitious plan aims to...
Wednesday 10 July 2024
India reportedly asks Apple to consider local production plan for tablets and PCs
The Indian government is reportedly urging Apple to increase the range of products manufactured in the country, including iPads and Macs. According to a Money Control report...
Wednesday 10 July 2024
Baidu CEO slams China's 'War of a Hundred Models' as resource-wasting
Robin Li, Chairman and CEO of Baidu has not minced words regarding the over-proliferation of AI models in China, lambasted the " war of a hundred models" as a substantial waste of...