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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 12 March 2024
Western EV makers scaling back provides Chinese competitors challenges and opportunities
Slower demand for EVs has prompted European and US carmakers to delay their plans. Zhu Huarong, chairman of China-based Changan Automobile, said the situation will hamper Chinese...
Tuesday 12 March 2024
Visa hurdles threaten operations of South Korean-owned US factories
The shortage of H-1B work visas has become a major obstacle for South Korean companies to expand their manufacturing operations in the US. The South Korean government is actively...
Tuesday 12 March 2024
Southeast Asia ideal for PCB manufacturing, says TPCA
Southeast Asia is highly favorable for establishing PCB production bases under current circumstances, thanks to its huge labor force, low labor expenses, and fewer geopolitical hazards,...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
Ex-SMIC R&D EVP joins Chinese memory maker CXMT
Zhou Meisheng, former EVP of technology R&D at Semiconductor Manufacturing International (SMIC), has joined Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT).
Monday 11 March 2024
India continues to strengthen its position as the second-largest mobile phone manufacturing hub
India has experienced a significant increase in production and exports within the mobile phone manufacturing sector, positioning it as the second-largest producer and the fifth-largest...
Monday 11 March 2024
'You reap what you sow': DIGITIMES VP on Indian market's opportunities and challenges
Amidst the ongoing tensions between the United States and China, more brands, including tech giant Apple, are eyeing India's promising economic growth and demographic distribution...
Friday 8 March 2024
India's ICT, EV manufacturing boom promises huge opportunities for Taiwanese industrial players
India has been trying hard to strengthen the development of its manufacturing industries since Prime Minister Narendra Modi took office in 2024, highlighted in its slogans ranging...
Friday 8 March 2024
CHIPS Act funding still waiting for progress as Biden's State of Union Address promises little
US President Joe Biden said in his 2024 State of the Union Address that America is rising and has the lowest trade deficit with China in over a decade. A response from the Semiconductor...
Friday 8 March 2024
Will US, EU learn from solar trade war as they set barriers for Chinese EVs?
The US and the European Union are poised to set trade barriers and even embrace a trade war with China as cheaper Chinese EVs make a foray overseas. The US and EU tried to enforce...
Friday 8 March 2024
Fab overexpansion poses challenges for underperforming Chinese foundries
Industry sources pointed out that Chinese foundries' profits are being undermined due to fab overexpansion.
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...
Friday 8 March 2024
Nvidia's latest restrictions on CUDA stirs Chinese AI community
Nvidia has taken further actions targeting the Chinese market to maintain its dominance in the GPU market, attempting to block third-party GPU companies from seamlessly using CUDA...
Friday 8 March 2024
Taiwan-India 2025-2027 research collaboration will span 7 sectors, including AI and semiconductors
Tata Electronics Private Limited (TEPL), a subsidiary of India's Tata Group, is planning to invest US$11 billion to establish India's first 12-inch semiconductor fabrication plant...
Friday 8 March 2024
Taiwan exports to China see record drop in 2023
Taiwan's exports to China (including Hong Kong) decreased by 18.1% in 2023 compared with 2022, the largest decline in history, according to Taiwan's Mainland Affairs Council.