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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 9 April 2024
South Korean OLED providers should target 'weaknesses' of Chinese competitors
In the past, Samsung Display (SDC) elected to focus on small and medium-sized panels to differentiate from LG Display (LGD), which produces large-size panels, and SDC was able to...
Tuesday 9 April 2024
China, South Korea worry local battery makers' overseas expansion will impact global dominance
Chinese and South Korean battery manufacturers dominate LFP and ternary batteries for EVs and energy storage systems (ESS). However, as companies expand into foreign markets, the...
Tuesday 9 April 2024
Huawei P70 series to come strong; Apple sales to suffer
Huawei is poised to launch its new P70 smartphone series in 2024.
Tuesday 9 April 2024
Advanced chips 100% made in US will be possible
According to TSMC's announcement of a third fab for 2nm and more advanced chips, as well as Amkor Technology's intentions to develop an advanced packaging fab in Arizona, advanced...
Monday 8 April 2024
TSMC plans a third fab in Arizona and to receive up to US$6.6 billion in Chips Act funding
TSMC today announced that the US Department of Commerce and TSMC Arizona have signed a non-binding preliminary memorandum of terms (PMT) for up to US$6.6 billion in direct funding...
Monday 8 April 2024
Amid US-China spat, new opportunities for Taiwan-based battery material suppliers
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production,...
Monday 8 April 2024
SK Hynix enters investment deal for advanced chip packaging with Indiana
SK Hynix recently announced plans to invest an estimated US$3.87 billion in West Lafayette, Indiana to build an advanced packaging fabrication and R&D facility for AI products.
Monday 8 April 2024
Xiaomi EV creates catfish effect, revealing next-level competition in Chinese auto market
Xiaomi secured over 88,000 orders for its SU7 vehicle 24 hours after the launch.
Monday 8 April 2024
Tesla reportedly to scout land for EV manufacturing facility in India
Weeks after India lowered its basic customs duty for imported Electric Vehicles (EVs) to encourage importers to make EVs in India, Tesla is reportedly scouting for lands in three...
Monday 8 April 2024
Japanese Prime Minister visits JASM fab in Kumamoto
Japanese Prime Minister Fumio Kishida visited Japan Advanced Semiconductor Manufacturing (JASM), a Taiwan Semiconductor Manufacturing Company (TSMC) subsidiary in Kumamoto, Kyushu,...
Monday 8 April 2024
US and Japan to rule out dependence on China
The US and Japan will discuss negotiating with like-minded partners.
Wednesday 3 April 2024
Biden, Xi spoke by phone about AI risks, Russia, and Fentanyl
US President Joe Biden and Chinese leader Xi Jinping spoke by telephone on Tuesday, their first one-on-one communication since meeting in California last November.
Wednesday 3 April 2024
One pile of Nvidia chips to rule them all
Whoever has the most high-end Nvidia Artificial Intelligence (AI) chips will be in poll position GenAI grand prix.
Wednesday 3 April 2024
Suppliers more optimistic about Huawei's car business than Xiaomi's. Why?
Chinese tech behemoths are expanding their territories to the automotive sector, stirring the market. Taiwan-based suppliers play a critical part in these companies' car ventures...
Wednesday 3 April 2024
Taiwan chip supply chain likely to resume normal operation in 1 day amid strongest earthquake in 25 years
Despite a 7.4 magnitude earthquake disrupting the semiconductor supply chains in Taiwan, no major impact is expected, and operations remained stable, according to Taiwan's Hsinchu...