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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 7 May 2024
End of US-China trade war? Cross-strait trade and investment gradually recovering
US Intelligence Communities have successively pointed out that the geopolitical risks in the Taiwan Strait seem to be increasing with incidents such as Xiamen coast guard vessels...
Tuesday 7 May 2024
Huawei's supercharging alliance to push for international standard
Huawei aims to install 100,000 charging piles in China in 2024.
Tuesday 7 May 2024
Speculation arises about Apple exploring collaboration with EV startup
Speculation has surfaced among supply chains that Apple is studying the possibility of working with an Electric Vehicle (EV) startup company.
Monday 6 May 2024
Samsung SDI-Stellantis US joint battery plant reportedly to begin production in November
Samsung SDI and Stellantis have been building a joint battery plant in the US to produce the South Korean company's sixth-generation prismatic battery, P6.
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Monday 6 May 2024
Southeast Asia and Japan attract OSAT interest amid geopolitical diversification
The semiconductor industry is witnessing significant shifts influenced by geopolitical considerations. One recent case exemplifying this trend is King Yuan Electronics's (KYEC) sale...
Monday 6 May 2024
US Treasury delays EV battery sourcing restriction, allowing use of Chinese graphite for two more years
The US Department of Treasury will grant EV makers a two-year extension for restrictions on some hard-to-trace battery materials, including China-dominated graphite. The move was...
Monday 6 May 2024
Japan sees surge of semiconductor equipment investment amid AI boom
Many forecasts indicate that 2024 will mark the beginning of a new growth period for the semiconductor industry.
Monday 6 May 2024
TSMC sees AI contributing to more than 20% of 2028 revenue
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and...
Monday 6 May 2024
Taiwanese optical device players seek new application horizons beyond smartphones, diverge on 'Taiwan+1' strategies
As smartphone sales plateau compared to the rapid growth seen 5-10 years ago, Taiwan's optical solutions providers, primarily serving the smartphone market, are seeking new growth...
Monday 6 May 2024
China-based semiconductor equipment suppliers continue to see explosive growth
Amid the indigenization efforts, China-based semiconductor equipment makers continued to witness explosive growth over the past year, as most companies reported double-digit growth...
Friday 3 May 2024
Huawei auto partner Seres starts earning profit while Aito M7 accident creates uncertainty
Chinese carmaker Seres, a Huawei partner, came out of the red in the first quarter of 2024 after experiencing losses for five years. The Aito EVs it co-developed with Huawei have...
Friday 3 May 2024
SK Hynix's 12-layer HBM to hit market earlier than expected
SK Hynix recently held a press conference to unveil its development blueprint for HBM4, scheduled for mass production in 2025, a year ahead of the original plan, to maintain its technological...
Friday 3 May 2024
Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach...
Friday 3 May 2024
Trade war likely drives up European, US consumers' interest in Chinese EV
While the European Union and the US have imposed many restrictions on China-made EVs, the measures seem also to benefit Chinese carmakers. European and US consumers have become more...