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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
Wednesday 15 May 2024
Broadcom's AI chip revenue to more than double in 2024 despite China market challenges
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
Wednesday 15 May 2024
US-China trade relationship exacerbates as Biden raises tariffs on Chinese EVs, solar cells, semiconductors
The US government announced the long-waited tariff revision on an array of China-made products on May 14.
Wednesday 15 May 2024
PCB firm Chin-Poon to expand factory site in Thailand
Chin-Poon Industrial, which has a strong production focus on automotive PCBs, has revealed plans to invest an additional THB1 billion (US$27.3 million) in expanding its factory site...
Wednesday 15 May 2024
China catching up in LLM race, says former Google China president
According to Kai-Fu Lee, former head of Google China, the performance gap between the large-language models developed by Chinese and US firms is closing fast.
Monday 13 May 2024
Samsung HBM3E reportedly unable to pass Nvidia verification due to TSMC's standard
Samsung Electronics is currently committed to product verification to supply Nvidia's HBM3E products.
Monday 13 May 2024
Micron to invest in Mexico to diversify strategic geographic location
Micron Technology announced to invest in engineering and operation centers in Mexico on May 10 that it will hire at least 100 workers by the end of 2024.
Monday 13 May 2024
Taiwan's space aspirations face regulatory roadblocks, geopolitical challenges
A space industry veteran is spearheading Taiwan's homegrown rocket and satellite ambitions, navigating a complex web of geopolitics and technical challenges.
Monday 13 May 2024
Taiwan should redefine the value of its supply chain
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for...
Monday 13 May 2024
SMIC's gross margin declines hard due to cost of supporting Huawei
SMIC released its first-quarter financial report for 2024, with revenue performance showing a year-on-year increase of 19.7% to $1.75 billion, slightly better than market expectations...
Monday 13 May 2024
US reportedly to quadruple tariffs on Chinese EVs
The US is poised to take a tough stance on China's clean energy products. The Biden administration reportedly will soon announce new tariffs on China-made EVs, solar goods, and other...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Monday 13 May 2024
Indian GaN startup explores global opportunities in telecom and EVs
An Indian startup is commercializing globally significant Gallium Nitride (GaN) semiconductor technology with applications in wireless transmitters and 5G networks.
Monday 13 May 2024
AI attracts venture money but corporate VC seen retreating, says KPMG
KPMG Taiwan released the latest Global Venture Capital Analysis report on May 9, saying that Artificial Intelligence (AI) startups are the apple in the eyes of venture capitalists...
Monday 13 May 2024
What are the implications of SES and Intelsat's merger?
In a landmark move shaking the satellite communications market, SES, the Luxembourg medium-Earth orbit (MEO) satellite operator, and Intelsat, the Geosynchronous Orbit (GSO) satellite...
Monday 13 May 2024
Rising Chinese homegrown carmakers offer Global PMX's transforming auto business promising future
China's homegrown car companies attracted the automotive industry's attention at the 2024 Beijing Auto Show last week, while global automakers gathered at the site.