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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
Tuesday 25 June 2024
Global rare earth supply chain restructures amid nations endeavoring to curb reliance on China
The global rare earth supply chain is undergoing a restructuring as countries actively invest in the sector to reduce their reliance on China, especially for permanent magnets used...
Tuesday 25 June 2024
Localization and multilingual preservation: Asia's Generative AI strategy
A recent report from UK research firm Omdia reveals a stark contrast in AI development strategies between American and Asian companies. While US firms heavily invest in Artificial...
Tuesday 25 June 2024
India tightens visa rules for Chinese nationals amid geopolitical strain, impacting electronics industry supply chain
Amid souring ties over geopolitical tensions, India has been tightening visas for incoming Chinese nationals, which Indian electronics industry insiders believe to have a negative...
Tuesday 25 June 2024
China-based startup unveils homegrown DPU
China-based startup Yusur has launched its third-generation Data Processing Unit (DPU), K2 Pro, which goes beyond offloading CPU tasks in data centers to enhance overall performance...
Tuesday 25 June 2024
Made-in-US lithium battery cells show production delay
In-house production of lithium battery cells by some US-based manufacturers is not going as smoothly as expected due to delays in factory construction and manufacturing progress,...
Monday 24 June 2024
ByteDance and Broadcom in talks to develop advanced AI chip
ByteDance Ltd. and Broadcom Inc. have discussed a potential collaboration on an AI processor to help bolster the TikTok parent's development of that technology.
Monday 24 June 2024
Smart cockpit features of Chinese cars woo young Thai buyers
Chinese carmakers are accelerating their entry into Thailand.
Monday 24 June 2024
South Korean manufacturers rumored to consider 'full liquidation' of old equipment
Even since the US imposed sanctions on China, South Korean manufacturers have been storing old equipment in warehouses, incurring annual rental fees exceeding KRW20 billion (approx...
Monday 24 June 2024
Xiaomi shifts gear ten years after India entry
As Xiaomi is expected to celebrate its tenth anniversary in entering India in July, the company is strategizing to pivot towards premiumization, AIoT, ecosystem integration, and local...
Monday 24 June 2024
CPU smuggling cases on the rise in China through Hong Kong and Macau
Hong Kong Customs recently uncovered a CPU smuggling case, seizing 596 high-performance CPUs valued at around NT$50 million (approx. US$1.54 million).
Monday 24 June 2024
Japan-based semiconductor material suppliers cluster in Kyushu thanks to TSMC
Thanks to TSMC's investments in Kumamoto and its commitment to local sourcing, semiconductor material suppliers, including Tokyo Ohka Kogyo (TOK), Organo, and Sumco, are clustering...
Friday 21 June 2024
China's solution to AI chip sanction: 'One Cloud, Multiple Cores'
Since the beginning of May, several well-known Large Language Model (LLM) enterprises in China have announced price reductions, including Aliyun, Baidu, KU Xiaofei, Tencent Cloud,...
Friday 21 June 2024
RISC-V's rapid growth and hurdles ahead: US-China tech tensions and ecosystem fragmentation
RISC-V, an open standard instruction set architecture, has garnered global attention due to its royalty-free nature and adaptability for custom hardware development.
Friday 21 June 2024
VinFast continues expansion despite global EV growth slowdown
Electric Vehicle (EV) manufacturer VinFast is undeterred by the global slowdown in EV growth and the company's underperformance in the US market, as it continues its expansion in...
Friday 21 June 2024
GF, BAE Systems partner to boost US national security chip supply
BAE Systems and GlobalFoundries (GF) have announced a new partnership to enhance the supply of essential semiconductors for national security programs.