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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 8 March 2024
China draws up national strategic industry list, with Quantum and AI as top priority
China's Premier Li Qiang said in his work report to the National People's Congress that the government will formulate a strategy for the development of strategic emerging industries,...
Friday 8 March 2024
Taiwanese IC design firms accelerate exit from red ocean markets
Chinese IC design companies have initiated price wars in saturated and highly competitive market categories, leading Taiwanese IC design houses to expedite their withdrawal from these...
Friday 8 March 2024
Chinese foundry to set up production line for HBM memory
Wuhan Xinxin Semiconductor Manufacturing (XMC) reportedly has sent out an invitation to bid for a high-bandwidth memory (HBM) project. This suggests that the Chinese memory sector,...
Thursday 7 March 2024
Exclusive: Chinese ex-Google employee stole company's AI secrets while moonlighting at Ant Group affiliate
Former Googler Linwei Ding is accused of stealing AI secrets from the US tech giant while secretly working for an Ant Group affiliate just months before Ant announced its own AI di...
Thursday 7 March 2024
British Nvidia's uncertain future: Graphcore weighs sale amidst financial and geopolitical woes
Amid Nvidia's historic achievement of reaching a market value of US$2 trillion, attention shifts to its rivals.
Thursday 7 March 2024
Germany in semiconductor spotlight with Taiwan in TSMC JV
Following the recent grand opening of Kumamoto Wafer Fab 1 by Japan Advanced Semiconductor Manufacturing (JASM), a joint venture between TSMC and Japan's Sony, Denso, and Toyota,...
Thursday 7 March 2024
Is Taiwan's defense industry up for asymmetric warfare?
As China's National People's Congress holds its annual Two Sessions meeting, the defense budget for 2024 submitted by China's Ministry of Finance has revealed a 7.2% growth to reach...
Thursday 7 March 2024
India and the Netherlands join hands on semiconductor opportunities
According to a report co-developed by India and the Netherlands, the two countries will join hands in the semiconductor sector.
Thursday 7 March 2024
Satellite wars: Xiaomi challenges Apple and Huawei with 14 Ultra
In the wake of Apple and Huawei's trailblazing efforts, Xiaomi's latest offering, the 14 Ultra, is making waves yet again, heralding a new era in mobile communication. With satellite...
Tuesday 5 March 2024
China tech leaders propose AI policy advice amid mounting pressure on economic growth
For the first time in three decades, the press conference of China's Premier after the "Two Sessions" was scrapped, reflecting unspeakable pressure to face grilling questions regarding...
Tuesday 5 March 2024
Can Huawei fill the gap in the Chinese AI Chip market left by Nividia amid US restrictions?
With Nvidia restricted from exporting high-end artificial intelligence (AI) processors to China, all eyes turn to Huawei to see if it can fill the market gap. While Huawei's latest...
Tuesday 5 March 2024
Samsung handset supply chain in northern Vietnam
Based on an observation of upstream suppliers and downstream customers of Samsung Electronics and its associated companies in the north of Vietnam, DIGITIMES Research has found that...
Tuesday 5 March 2024
Xiaomi CEO Lei Jun advocates green manufacturing, AI talent, and EV safety at China's Two Sessions
Xiaomi Group's Chairman and CEO, Lei Jun, has unveiled four pivotal national initiatives during China's "Two Sessions," addressing critical areas in AI talent training and sustaina...
Tuesday 5 March 2024
China sees withdrawals from foreign firms in chip packaging and testing business
Amid the global geopolitical tension and an indigenization endeavor, China has seen an outflow of investments in the chip packaging and test industry when a series of Taiwan-based...
Tuesday 5 March 2024
EU counterpunch: recycling initiative battles China's wind power onslaught
In a seismic shift for the global wind power industry, 2023 witnessed a profound upheaval catalyzed by aggressive...