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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
Thursday 11 April 2024
Intel can expand foundry market share
Intel can increase its influence in the foundry business and challenge TSMC's dominance, according to industry sources.
Wednesday 10 April 2024
Bloomberg data suggests China's EV overcapacity is modest
China boasts the world's largest market for pure electric and hybrid vehicles.
Wednesday 10 April 2024
Taiwan's semiconductor supply chain weathers magnitude 7.2 quake on robust power grid resilience
Taiwan's semiconductor supply chain rapidly recovered within a remarkably short span following a magnitude 7.2 earthquake that hit the eastern county of Hualien on April 3. This swift...
Wednesday 10 April 2024
Xiaomi SU7 car storage providers include Micron, Silicon Motion
Industry teardown reports have unveiled the initial group of on-board storage providers for Xiaomi's SU7, with Micron Technology taking the lead in supplying LPDDR4 and UFS on-board...
Wednesday 10 April 2024
Taiwanese suppliers reduce deliveries to Chinese carmakers as auto market reshuffles
China is experiencing a reshuffling of the EV market after rapidly scaling the sector. As the situation intensifies, some automotive parts companies have gradually reduced supplies...
Wednesday 10 April 2024
'Old for new' policy from China is good news for home appliance MCU market
The Chinese government is pushing large-scale equipment upgrades and a trade-in policy of exchanging old consumer goods for new ones.
Wednesday 10 April 2024
India attracts 30% of global capability centers in semiconductor industry in 4Q23
As India strives to develop its semiconductor ecosystem, international chip companies are establishing global capability centers in the country to harness local talent.
Wednesday 10 April 2024
Apple-Baidu AI pact: who wins big in the US-Sino tech tango?
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16.
Wednesday 10 April 2024
China pushes for OLED material self-sufficiency
China was already the largest OLED panel producer in 2023, manufacturing 51% of the world's OLED panels. Now it's actively increasing its capacity for OLED materials, for which China's...
Wednesday 10 April 2024
Research Insight: TSMC remains competitive despite less Chips Act funding than Intel
TSMC will be receiving less US Chips Act subsidy than Intel, but DIGITIMES Research believes the Taiwanese pure-play foundry's fabs in Arizona will still be competitive due to its...
Tuesday 9 April 2024
How Huawei survives in the face of western containment
In an ever-intensifying Sino-US conflict, one battleground stands out: the global telecommunications sector. At the center of this fray is Huawei, the Chinese tech giant that has...
Tuesday 9 April 2024
Tesla vs BYD: Who will win?
Tesla and BYD both aim to expand global footprints by diversifying production
Tuesday 9 April 2024
US science agency debuts startup matchmaking program in Taiwan
The US agency tasked with driving scientific research has launched a program to connect American startups with Taiwanese peers, backing the island's ambitions to foster key players...
Tuesday 9 April 2024
TSMC's seismic shield: unmatched resilience amid 7.2-magnitude earthquake turmoil
TSMC has swiftly recovered in the wake of the devastating 7.2-magnitude Hualien earthquake on April 3.
Tuesday 9 April 2024
Taiwan-based AI hardware suppliers ditch China for Mexico amid supply chain shifts
Amid the ongoing AI surge and supply chain's decoupling from China, Mexico has emerged as a promising alternative destination for electronic manufacturers.