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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 1 August 2024
Major Taiwan pure-play foundries achieve impressive sales and profits
Taiwan's top-3 pure-play foundries -- TSMC, United Microelectronics (UMC), and Vanguard Semiconductor International (VIS) – are outperforming their global competitors, achieving...
Wednesday 31 July 2024
Apple reportedly opposes Tata-Vivo partnership as Vivo celebrates 10th anniversary in India
Rumors circulated that the Tata Group was in advanced talks to acquire 51% of Vivo's assets in India, amid rising pressure from the Indian government against Chinese investors. However,...
Wednesday 31 July 2024
Biden administration responds to packaging and testing industry as Amkor receives subsidies from CHIPS Act
The Biden Administration has announced that the CHIPS and Science Act will subsidize US$400 million to help Amkor, the largest semiconductor packaging and testing company in the US,...
Wednesday 31 July 2024
Samsung's slimmest foldable phone faces tough competition from China
Samsung Electronics is preparing to launch its slimmest high-end foldable smartphone yet, the Galaxy Z Fold6 Slim. According to recent reports, this new model will boast a thickness...
Wednesday 31 July 2024
Chinese suppliers eyes Russia's growing demand for auto parts, supply chain urge caution amid war uncertainties
Automotive component supply-chain stakeholders say they are seeing the disruptions brought by the Russo-Ukraine war on the international industry gradually fading.
Wednesday 31 July 2024
Volkswagen and Xpeng to jointly develop in-car systems for Chinese EV market
Volkswagen has reached a new agreement with Xpeng Motors to jointly develop in-car systems for the Chinese Electric Vehicle (EV) market, strengthening their existing partnership.
Wednesday 31 July 2024
Foundry VIS secures orders shifted from China amid pricing pressures, improving gross margins
Specialty IC foundry Vanguard International Semiconductor (VIS) has successfully secured orders originally intended for Chinese competitors, despite the Chinese companies offering...
Wednesday 31 July 2024
China's mobile phone market sees long-awaited recovery
Under the continuous efforts of companies like Huawei, Xiaomi, Vivo, Honor, and Oppo, China's mobile phone market is finally experiencing a long-awaited revival.
Wednesday 31 July 2024
BYD intensifies EV price war, challenges competitors in China
BYD has initiated a fresh price war in China's electric vehicle (EV) market, continuing to pressure its competitors by leveraging its production scale, according to market sources...
Wednesday 31 July 2024
Taiwan IT firms accelerate expansions beyond China
In the wake of rising geopolitical tensions, Taiwan-based high-tech companies are accelerating their expansions beyond China, which used to be the base for most of their offshore...
Tuesday 30 July 2024
US-Kenya partnership signals Africa's rising role in global semiconductor industry
Africa is emerging as a significant player in the global semiconductor landscape, as evidenced by the recent partnership between the United States and Kenya. This collaboration highlights...
Tuesday 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few...
Tuesday 30 July 2024
China accelerates HBM production for AI, CXMT expands for self-sufficiency amid sanctions
China is ramping up its efforts to produce High-Bandwidth Memory (HBM), crucial for advancing AI technology, as part of its supply chain indigenization strategy.
Tuesday 30 July 2024
Raimondo rebukes Trump: urges for US chip independence, warns against over-reliance on Taiwan
Following Trump's controversial comments about Taiwan, US Commerce Secretary Gina Raimondo underscored the necessity of bolstering domestic chip manufacturing, warning against over-dependence...
Tuesday 30 July 2024
Singapore becomes biggest buyer of Taiwan's technologies, says MOEA
Taiwan's Ministry of Economic Affairs (MOEA) released a report on July 29 revealing intriguing insights into Taiwan's R&D investment and technology export trends. The report highlighted...