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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
Friday 14 June 2024
London Tech Week live: UK's semiconductor industry and TSMC in the spotlight
London Tech Week has brought significant attention to generative AI and the UK's evolving semiconductor industry. This event underscores Britain's ambition to enhance its position...
Friday 14 June 2024
Beijing municipal government fund invests in AI chip developer Kunlunxin
Kunlunxin, a spin-off of Baidu's chip and architecture department, has just received investments from Beijing's Municipal AI Industry Investment Fund. It is the sixth AI-related investment...
Friday 14 June 2024
What is the real intention behind EU's BEV tariffs on China?
The European Union announced it will impose additional tariffs of up to 38.1% on China-made battery EVs on July 4 if the bloc cannot resolve issues with China. EU member states, the...
Friday 14 June 2024
Taiwan power IC firms see automobile deployment pay off, although China remains a concern
As demand for automotive MOSFETs surges with the rapid increase of electric vehicles, Taiwan-based power IC firms have been actively expanding their presence in the automotive mark...
Friday 14 June 2024
Huawei HarmonyOS outperforms Apple iOS in China in 1Q24
The market share of Huawei's HarmonyOS surpassed Apple's iOS for the first time in China in the first quarter of 2024. HarmonyOS is now the second-largest mobile phone operating system...
Friday 14 June 2024
Taiwan anticipates Goldilocks economy in 2024 while closely monitoring uncertainties in China
Taiwan's Central Bank announced to raise the Gross Domestic Product (GDP) growth rate forecast for the entire year of 2024 to 3.77% in the second quarter's quarterly Monetary Policy...
Friday 14 June 2024
SEMI to launch first SEMICON India in September
SEMI will hold its first SEMICON India, with Japan-based semiconductor equipment suppliers attending. An analyst believes the market lies in IC backend business rather than wafer...
Thursday 13 June 2024
China EV makers have room to absorb EU tariffs, find new markets
Chinese electric carmakers may be crying foul over the European Union's imposition of additional tariffs, but they have several options to keep growing, including shifting production...
Thursday 13 June 2024
Samsung unveils chip technology road map to win AI business
Samsung Electronics Co. unveiled several forthcoming advancements to its technology aimed at luring makers of AI chips to its manufacturing business.
Thursday 13 June 2024
India reportedly seeks to limit Chinese participation in Indian subsidiaries, woos Taiwanese investments
India reportedly plans to continue its restrictive policy against Chinese investments as local manufacturers are hoping to leverage technological expertise from China to build a local...
Thursday 13 June 2024
China's all-solid-state battery funding to challenge South Korea and Japan, leaders in the field
South Korea and Japan remain leaders in all-solid-state battery development. However, as China is poised to invest heavily in battery technology, South Korean media are worried that...
Thursday 13 June 2024
Icarus on fire: the heat of China's solar market battle
The global solar industry is on the brink of a significant transformation as the transition from P-type PERC to N-type TOPCon solar modules gains momentum.
Thursday 13 June 2024
Legacy tier-1s find themselves in tight spot as automakers transfer cost pressure
Legacy automotive tier-1 suppliers are in hot water because major automakers face fierce competition and scale back their EV investments. Carmakers continue to pressure tier-1s, saying...
Thursday 13 June 2024
China accounts for half of Japan's chip equipment exports for 3 quarters in a row
China's demand for Japanese semiconductor equipment has been growing rapidly amidst the export sanction imposed by the US on advanced semiconductor equipment and technologies.
Thursday 13 June 2024
China-based National Silicon Industry to double wafer production capacity to foster self-reliant chip ecosystem
National Silicon Industry, the top wafer provider in China by market share, announced a plan to double its wafer production as the country has been growing its self-reliant semiconductor...