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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 17 May 2024
Nanoimprint lithography, Canon's entry ticket into advanced semiconductor market?
Canon's semiconductor equipment business, despite representing only 7.5% of its revenue in the fiscal year 2023 (January 2023 to December 2023), achieved a profit margin of 18.6%,...
Friday 17 May 2024
Deployment of Taiwan IPC industry in Southeast Asia
As geopolitical tensions have been spreading, IPC makers' customers are demanding to have more production capacity outside of China and Taiwan to lower the risks of being affected.
Friday 17 May 2024
China chip demand is rebounding, but 2H24 outlook remains opaque
Orders from China's semiconductor firms may be turning strong.
Friday 17 May 2024
Topco sees strong orders from Chinese foundries
Topco Scientific, a Taiwan-based semiconductor material distributor, has seen a significant increase in orders from Chinese foundries whose 12-inch fab utilization rates have risen...
Thursday 16 May 2024
Microsoft's China AI teams face relocation amid US tightened restrictions
Microsoft's headquarters has reportedly instructed the head of its China division to require its Chinese AI developers to either relocate to countries such as the United States and...
Thursday 16 May 2024
What are the implications for Amazon purchasing minor share in Alchip?
Amazon participated in the private placement for SIP Core provider Alchip, purchasing around a 0.3% share in Alchip for US$16 million. Regarding this move, Bloomberg Opinion...
Thursday 16 May 2024
India reportedly contemplates IP pool for chip startups
Amidst endeavors to cultivate a semiconductor ecosystem, India is purportedly contemplating creating an IP pool for semiconductor startups, mirroring the approach adopted by Taiwan...
Thursday 16 May 2024
Stellantis forms JV with Leapmotor, EU likely to put punitive tariffs on Chinese EVs
European automaker Stellantis has deepened ties with its Chinese partner Leapmotor.
Thursday 16 May 2024
Kai-Fu Lee's 'Wanzhi': China's answer to ChatGPT
Beijing-based startup 01.AI, founded by AI pioneer Kai-Fu Lee has officially rolled out its free AI one-stop platform "Wanzhi" tailored for the Chinese market.
Thursday 16 May 2024
New fab projects to buoy Taiwan equipment and facility suppliers
Taiwan-based companies engaged in fab engineering services and construction, including United Information Systems (UIS), Yankey Engineering, Acter, Marketech International, and Trusval...
Thursday 16 May 2024
South Korean companies to walk tightrope between US tariffs, China's upcoming retaliation
The US announced 25% to 100% tariff hikes on China-made EVs, batteries, semiconductors and other goods. Although the move does not impact South Korean industries for now, companies...
Thursday 16 May 2024
Could massive US tariffs on Chinese EVs harm the US automobile industry instead?
According to a report from Bloomberg, after nearly two years of evaluation, the Biden administration is preparing to target Chinese EVs.
Wednesday 15 May 2024
How will US tariff hike affect China's clean energy industry?
US President Joe Biden announced sweeping tariffs on multiple Chinese goods on May 14. Industry experts said China's lithium-ion battery exports will likely take a significant hit...
Wednesday 15 May 2024
Why is Samsung struggling in the Chinese market?
Samsung Electronics has reclaimed the top position in the global smartphone market in the first quarter of 2024, driven by the strong performance of its Galaxy S24 series. However,...
Wednesday 15 May 2024
Tech titans turn to Southeast Asia's booming digital market for AI growth
In the past six months, Southeast Asia has become a focal point for CEOs of prominent tech companies such as Nvidia, Apple, and Microsoft, attracting a growing number of enterprises...