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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 18 June 2024
O-Ran Summit in Taipei highlights Taiwan's unique position in software and hardware
As mobile communications firmly enter the 5G era, the telecom equipment supply chain, previously dominated by just a few major players, is experiencing fresh changes.
Tuesday 18 June 2024
US and India announce initiatives to boost cooperation in semiconductors and AI, aiming to reduce reliance on China
The US and India announced fresh initiatives to enhance cooperation in semiconductors, AI, critical minerals, advanced telecommunications, and defense space, as the US is leading...
Tuesday 18 June 2024
BYD becomes official partner of UEFA Euro 2024
BYD has been selected as the official e-mobility partner of UEFA Euro 2024, replacing Volkswagen, signifying the increasing prominence of Chinese businesses on the international st...
Tuesday 18 June 2024
Chinese MCU suppliers grow automotive businesses as Taiwanese competitors regain market share
China-based MCU companies have been actively developing the automotive market in recent years.
Tuesday 18 June 2024
Network IC firms upbeat about 2H24, as markets in Europe and US bottom out in 2Q24
Amid the surge in AI-related chip demand and rebounding consumer device market as inventory destocking ends, demand for networking chips is yet to pick up, with low pull-in momentum...
Tuesday 18 June 2024
Intel invests in Luxshare subsidiary in China
Intel invested in China-based Dongguan Luxshare Technology, a subsidiary of Luxshare Precision, amid deepening Intel-Luxshare ties as demands for high-speed interconnect products...
Monday 17 June 2024
H3C partners with Foxconn on Malaysia data center investment amid Tsinghua Unigroup further acquisition
H3C Technologies, owned by Tsinghua Unigroup and HPE, recently announced that it will collaborate with Foxconn to establish its first overseas factory in Malaysia.
Monday 17 June 2024
How Chinese automakers can respond to EU's new EV tariffs and continue to grow
Chinese EV manufacturers may feel resentment toward the additional tariffs imposed by the EU, but in reality, they still have multiple options to maintain sales growth.
Monday 17 June 2024
Hyundai plans to list its Indian subsidiary
Hyundai Motor plans to list its Indian subsidiary to enhance its visibility and expand manufacturing capacities for EVs and SUVs in the world's third-largest car market after China...
Monday 17 June 2024
Samsung prioritizes improving existing advanced processes and explores IDM advantage
Leapfrogging is no longer on Samsung's agenda at least temporarily.
Monday 17 June 2024
Tata reportedly talking to acquire majority stake of Vivo India
Tata Group is reportedly in talks to acquire a significant stake in Vivo's Indian operations. This potential deal could position Tata as a major player in India's smartphone industry...
Monday 17 June 2024
MA-tek to set up another IC inspection lab in Japan
IC inspection lab Materials Analysis Technology (MA-tek) has disclosed plans to establish a third Japanese location in Hokkaido, in addition to its current facilities in Nagoya and...
Friday 14 June 2024
Is Huawei, a new automotive tier-1, overshadowing carmakers?
Chinese EV makers continue to enhance smart vehicle technology. As an emerging automotive tier-1 supplier, Huawei's car business profited in the first quarter of 2024. However, concerns...
Friday 14 June 2024
Samsung to embrace rising high-end NAND demand for AI smartphones amid Chinese competition
Samsung Electronics is poised to enjoy a significant surge in demand for high-performance NAND flash chips used in mobile devices, fueled by the pervasive adoption of on-device AI...
Friday 14 June 2024
Chinese carmakers grow dependence on Nvidia as BYD 2025 model adopts DRIVE Thor
Several China-based EV makers have used Nvidia's car chips in their vehicles. As Chinese automakers' reliance on US companies increases, the question of how US-China tension will...