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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 24 May 2024
Poco aims for 10 million smartphone shipments in India in three years
After registering a 72% growth in smartphone shipments in the first quarter, Poco, a sub-brand of Xiaomi, is looking to reach an annual smartphone shipment of ten million units in...
Friday 24 May 2024
The high-stakes battle of China's LLM market
China's fierce battle of the Large Language Models (LLMs) has begun.
Friday 24 May 2024
China's AI market booms, but Chinese CSPs fail to cash in
While the AI market in China is experiencing explosive growth, there are expectations that related services like computing, big data, storage, and data centers will grow accordingl...
Friday 24 May 2024
TSMC obtains permanent VEU license for Nanjing fab from US
The US Department of Commerce on March 23 issued a validated end-user (VEU) license to TSMC Nanjing, replacing the previous temporary exemption given in October 2022, according to...
Friday 24 May 2024
China's internet sector sees recovery yet faces market value decline
China's internet sector is exhibiting signs of recovery.
Friday 24 May 2024
Carmakers take three different strategies in US to respond slow EV demand
According to supply chain sources, automakers have taken three distinct approaches in the US in response to the market headwind.
Friday 24 May 2024
TSMC 3nm chip output to rise over 300% in 2024, says fab director
TSMC is scaling up its 3nm chip output, which in 2024 will be over three times that of 2023, according to Y. K. Hwang, company senior director for Fab 18B.
Thursday 23 May 2024
China conducts major military drills around Taiwan, but local market resilient
In a bold display of military might, China initiated extensive drills encircling Taiwan on May 23, a clear signal to the newly inaugurated Taiwanese president, Lai Ching-te. The exercises,...
Thursday 23 May 2024
Taiwan to share Science Park management know-how with friendly countries
Cheng-wen Wu, Minister of the National Science and Technology Council (NSTC), said that Taiwan would be happy to share and transfer the experience of science park management to other...
Thursday 23 May 2024
UK and South Korea lead global AI safety summit, China and UAE firms pledge AI safety commitments
At the second Global AI Safety Summit, South Korea and the United Kingdom jointly introduced the "Seoul Declaration," committing world leaders to a consensus on principles for the...
Thursday 23 May 2024
US tariff hike on Chinese EVs, batteries, steel to take effect on August 1
The first group of China-made products that the US Biden administration targets will see their tariffs rise on August 1, 2024, according to an announcement from the Office of the...
Thursday 23 May 2024
Vietnam calls for reduced electricity consumption as supply chain relocation strains energy infrastructure
The global electricity demand continues to rise, and Taiwan is not the only place experiencing power shortages.
Thursday 23 May 2024
Taiwan foundries gain PMIC orders shifted from China
Taiwanese foundries have seen customers switch orders for Power Management ICs (PMIC) from Chinese chipmakers in the wake of the US decision to raise tariffs for semiconductor imports...
Wednesday 22 May 2024
Research Insight: G2 creates opportunities for diversified development of Vietnamese chip industry, but challenges remain
While the US-China technology rivalry and the resultant G2 framework have prompted the semiconductor industry to diversify production risks, Vietnam is emerging as an attractive location...
Wednesday 22 May 2024
Taiwan's new president takes hard line on Beijing, eyes economic resilience
Lai Ching-te has officially assumed office as the 16th President of Taiwan, signaling a firm stance towards Beijing. His inaugural speech made clear that the new administration will...