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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
Monday 13 May 2024
US reportedly to quadruple tariffs on Chinese EVs
The US is poised to take a tough stance on China's clean energy products. The Biden administration reportedly will soon announce new tariffs on China-made EVs, solar goods, and other...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Monday 13 May 2024
Indian GaN startup explores global opportunities in telecom and EVs
An Indian startup is commercializing globally significant Gallium Nitride (GaN) semiconductor technology with applications in wireless transmitters and 5G networks.
Monday 13 May 2024
AI attracts venture money but corporate VC seen retreating, says KPMG
KPMG Taiwan released the latest Global Venture Capital Analysis report on May 9, saying that Artificial Intelligence (AI) startups are the apple in the eyes of venture capitalists...
Monday 13 May 2024
What are the implications of SES and Intelsat's merger?
In a landmark move shaking the satellite communications market, SES, the Luxembourg medium-Earth orbit (MEO) satellite operator, and Intelsat, the Geosynchronous Orbit (GSO) satellite...
Monday 13 May 2024
Rising Chinese homegrown carmakers offer Global PMX's transforming auto business promising future
China's homegrown car companies attracted the automotive industry's attention at the 2024 Beijing Auto Show last week, while global automakers gathered at the site.
Monday 13 May 2024
SAIC welcomes Indian strategic investor despite cooling China-India relations
According to a corporate filing to the Shanghai Exchange, MG Motor, a subsidiary of SAIC, plans to introduce investors such as JSW Ventures Singapore Pte. Limited (referred to as...
Friday 10 May 2024
China smartphone market, 1Q 2024
Smartphone shipments to China went down over 10% sequentially in the first quarter of 2024 and are expected to stay at almost at the same level in the second quarter.
Friday 10 May 2024
US to triple semiconductor manufacturing capacity by 2032, says SIA
The US will triple its domestic semiconductor manufacturing capacity from 2022—when the CHIPS and Science Act (CHIPS) was enacted—to 2032. The projected 203% growth is...
Friday 10 May 2024
Former employees accuse Apple of transferring supplier technology to China; Sony and SDC rumored to be victims
There are rumors that Apple attempted to transfer supplier technology to Chinese companies to lower the supply prices of key components.
Friday 10 May 2024
BIS adds 37 Chinese entities to Entity List, highlighting quantum tech concerns
In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 People's Republic of China (PRC) entities...
Friday 10 May 2024
Panasonic's battery unit benefits from US subsidy as weak EV demand to impact sales
Panasonic Group reported a record-high net income for the fiscal year ending in March 2024. Its battery business received significant tax credits from the US Inflation Reduction Act...
Friday 10 May 2024
GF's approach to AI: silicon photonics and power semiconductors
Compared to TSMC, Samsung Electronics, and even Intel Foundry, which have moved into sub-7nm advanced processes, GlobalFoundries (GF), which announced in August 2018 that it would...
Friday 10 May 2024
Samsung knocks off Apple and reclaims top spot for smartphone shipments in 1Q24
In the first quarter of 2024, Samsung Electronics reclaimed the top spot in smartphone shipments in the global market.
Friday 10 May 2024
China smartphone industry, 1Q 2024
China's smartphone industry shipped a total of close to 160 million smartphones worldwide in the first quarter of 2024 and will see the volumes climb up further in the second quart...