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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 21 May 2024
Naura benefits from China chipmaking tool self-sufficiency
Market sources have identified Naura Technology as the principal beneficiary of China's initiative to achieve self-sufficiency in chipmaking equipment. Revenue for the Chinese fab...
Monday 20 May 2024
China's EV makers taking longer to pay bills amid rising stress
The time it's taking for some of China's electric car makers to pay suppliers is ballooning — a further sign of stress in the nation's increasingly cutthroat auto market.
Monday 20 May 2024
Taiwan-based suppliers concerned whether rising Chinese carmakers could bring stable orders
China's homegrown automakers continue to rise as the country's economy still needs time to recover fully.
Monday 20 May 2024
EVs, smart driving systems fall victim to price war in China's car market
Price slashing has become increasingly common in China's automobile industry, even as the industry progresses from EVs to smart vehicles.
Monday 20 May 2024
Taiwan's private 5G network bridges local innovations with global markets
Private 5G networks are hailed as the "promised land" of the next-generation connectivity revolution. While consumer-facing 5G services already offer more than adequate speeds for...
Monday 20 May 2024
Despite increased EV tariffs, BYD makes its way into US 'backyard'
The US recently raised tariffs on seven key industries in China, with EV imports seeing the biggest hike to 100%. Despite this, leading Chinese EV manufacturer BYD held a high-profile...
Monday 20 May 2024
Indian solar company gradually reducing China dependence
Indian solar energy company Orb Energy has reduced its reliance on Chinese components by over 20% in recent years, in line with the general trend of diversifying supply chains.
Monday 20 May 2024
Japanese initiative helps semiconductor material startups cross Death Valley
The Japanese government has introduced a Strategic Startup Promotion Plan (SIP) to address the challenges facing material and pharmaceutical startups.
Friday 17 May 2024
Generative AI is transforming the game 'from cloud to edge'
The internet giants are building comprehensive ecosystems, in which Generative AI (GenAI) plays a pivotal role. "From cloud to the edge" will be an inevitable trend.
Friday 17 May 2024
Samsung unveils its top five customers for 1Q24
Samsung Electronics has released its business report, revealing changes in its top five clients for the first quarter of 2024. In the latest report, two US-based companies, Bestbuy...
Friday 17 May 2024
ASML's secret sauce for semiconductor success amid challenges in the Angstrom Era
Moore's Law is not advancing as fast as it used to be under 2nm and even into the Angstrom level, and competitors are trying to catch up. Can ASML, the Dutch semiconductor equipment...
Friday 17 May 2024
ASEAN regions face looming labor shortages despite economic boom, logistics industry reveals
Ally Logistic Property (ALP), a Taiwan-based logistics developer actively expanding into the Southeast Asian market, has expressed concerns over the region's labor shortages.
Friday 17 May 2024
Inventories likely fall soon in global semiconductor industry
Recent data indicates an uptick in semiconductor industry inventories, particularly among top chip companies capitalizing on the AI trend. While China has witnessed a rise in listed...
Friday 17 May 2024
SMIC to slow capacity expansion from 2025 onward amid concerns over customer 'pre-pull'
Semiconductor Manufacturing International Corporation (SMIC) recently reported a robust momentum with a year-on-year revenue growth of about 20% in the first quarter of 2024, but...
Friday 17 May 2024
Honda will invest US$65 billion to accelerate EV ambition
Honda Motor is trying to catch up with its competitors in the global EV market. The Japanese automaker aims to inject JPY10 trillion (US$65 billion) into its EV efforts and launch...