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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 10 July 2024
Chinese brands dominate smartphone and TV markets via dual circulation strategy
The strength of Chinese domestic brands in the electronics sector is exceptional, with brands such as Hisense, TCL, Xiaomi, Skyworth, Changhong, Konka, Haier, and Huawei collectively...
Tuesday 9 July 2024
Resonac forms alliance developing advanced packaging in US
A new semiconductor back-end process R&D alliance, US-JOINT, is set to launch in Silicon Valley in 2025. The alliance will focus on next-generation semiconductor packaging technologies...
Tuesday 9 July 2024
Japan invests in AI translation to boost ACGN export
The Japanese government's intellectual property export strategy, known as the "Cool Japan" strategy, proposed its latest amendment in 2024. It identified translation as the primary...
Tuesday 9 July 2024
EU tariff on Chinese EVs stirs industry waters, MG holds steady
The European Union's temporary tariff on Chinese electric vehicles (EVs) kicked in on the 5th, sparking varied reactions among automakers. Despite initial assurances from Chinese...
Tuesday 9 July 2024
SoftBank to acquire British AI chip designer Graphcore for US $500 million
SoftBank offered to acquire Graphcore, which designs AI chips for data centers, for US$500 million. The deal is subject to review by the UK, while SoftBank's massive stake in Arm...
Tuesday 9 July 2024
Boeing's turbulence to disrupt Taiwan aerospace supply chain
With Boeing's current struggles and no clear turnaround in sight, Taiwan's aerospace supply chain is increasingly looking to "domestic defense autonomy" as the primary driver for...
Tuesday 9 July 2024
Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Tuesday 9 July 2024
Taiwan seeks to alleviate labor shortage with relaxed residency regulations
To enhance corporate investment momentum in Taiwan and address talent shortages, Taiwan's National Development Council (NDC) said it is considering a system similar to Japan's "J-Skip"...
Tuesday 9 July 2024
Xiaomi aims to double shipments in India in next decade
As Xiaomi enters its 10th year in the Indian market, the company hopes to double its product shipments and expand local manufacturing to strengthen its presence in the market.
Tuesday 9 July 2024
Chinese EVs accelerate global expansion despite trade barriers
China's electric vehicle (EV) industry is aggressively pushing into overseas markets, navigating trade barriers from Europe and the US designed to stall its progress. However, these...
Tuesday 9 July 2024
SEMICON Taiwan 2024 to highlight AI as key driver of industry growth
As artificial intelligence (AI) continues to be a major driver of global semiconductor industry growth, SEMICON Taiwan 2024 is set to bring together industry leaders and visionaries...
Tuesday 9 July 2024
Foxconn steps up new factory development in India, Vietnam, and Mexico
As a global leader in ICT manufacturing, Hon Hai (Foxconn) has become a bellwether of relocation trends in the manufacturing industry, as its customers increasingly demand "China+1"...
Tuesday 9 July 2024
Indian startup and semiconductor titans team up to bridge skill gap
When Raghu Panicker, the CEO of Kaynes Semicon (a 100% subsidiary of Kaynes Technology), decided it was time to fill more critical positions as his company expanded toward its goals...
Tuesday 9 July 2024
OmniVision expands automotive CIS market share
Onsemi and OmniVision are now in a tight race for leadership in the automotive CMOS image sensor (CIS) market, with conflicting reports from research firms about which company held...
Tuesday 9 July 2024
SEMICON West to bring record exhibitors
SEMICON West, set to take place in San Francisco on July 9, is expected to draw a record number of exhibitors.