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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 3 May 2024
SDC saw operating profits drop in 1Q24 due to weak iPhone sales and intensifying competition
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease...
Friday 3 May 2024
China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?
Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries...
Friday 3 May 2024
Why did BYD's 1Q24 profits drop by 47.3% compared to previous quarter?
In the first quarter of 2024, BYD's net profit was CNY4.57 billion (approx. US$630 million), a year-on-year increase of 10.6%, but a significant decrease of 47.3% compared to the...
Friday 3 May 2024
Catching up the smartphone craze in China: Huawei, Xiaomi, Oppo, and Vivo take actions
In the first quarter of 2024, Huawei's revenue and net profit showed remarkable annual growth rates of 37% and 564% respectively.
Friday 3 May 2024
AI fuels Taiwan GDP growth in 1Q24
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers...
Friday 3 May 2024
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.
Friday 3 May 2024
Qualcomm, MediaTek unfazed by Huawei rebound
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Thursday 2 May 2024
Global geopolitical shifts disrupt Taiwanese business strategies in China
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce...
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Thursday 2 May 2024
Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business
Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects...
Thursday 2 May 2024
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...
Thursday 2 May 2024
In-house AI chip R&D of US, China major CSPs
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software...
Thursday 2 May 2024
Tata Electronics to visit PSMC by end of May
A team from Tata Electronics is set to visit Taiwan, specifically PSMC, amidst global efforts towards semiconductor self-reliance.
Thursday 2 May 2024
Intel's AI ambitions stumble as Nvidia dominates
With Nvidia continuing to make waves in the market, the gap between companies attempting to catch up with them in the cloud AI arena continues to widen.