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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 2 February 2024
Apple sees double-digit sales fall in China and flat growth in R&D spending
Apple returned to revenue growth over the last quarter, while a double-digit fall in sales in China and decelerating R&D investments cast a shadow over its prospects.
Thursday 1 February 2024
Trump's make IRA nonexistent again pledge risks South Korean incentives fire sale
A potential Trump victory in the 2024 US election and his promise to abolish the Inflation Reduction Act (IRA) have South Korean energy firms scribbling out contingency measures to...
Thursday 1 February 2024
Huawei Mate 70 expected to launch in September
The follow-up to Huawei's Mate 60 smartphone, tentatively named Mate 70, is rumored to be released on schedule in September, putting it in a head-to-head competition against the upcoming...
Thursday 1 February 2024
India reduces import customs duty on handset components, benefiting Apple and Samsung
Days before the Indian government unveils its latest budget for the next fiscal year, the country decided to cut import duties for mobile phone components. Some believe the move will...
Wednesday 31 January 2024
India special report: Taiwan and India can complement each other in the chip industry
India is well-positioned to become a major global semiconductor market thanks to strong economic growth, a favorable demographic dividend for domestic consumption, and increasing...
Wednesday 31 January 2024
China approaches automotive chip autonomy with domestic standards guidance
The Chinese Ministry of Industry and Information Technology (MIIT) recently issued the new Guidelines for the Construction of the National Automotive Chip Standard System.
Wednesday 31 January 2024
A Tale of Two Fates in China's EV market
China's electric vehicle industry kicked off 2024 with a flurry of activity, showcasing a tale of triumph and turmoil among key players. While BYD celebrated a triumphant start, ...
Tuesday 30 January 2024
Samsung throws down the gauntlet to Chinese rivals
For Samsung, 2024 is a crucial year to catch up, both in the Chinese market and globally.
Tuesday 30 January 2024
Pentagon's Silicon Valley-based innovation unit seeks autonomous USVs and AI data fusion tech to counter drone swarm
The Silicon Valley-based Defense Innovation Unit (DIU) operated by the US Department of Defense is seeking small unmanned surface vehicles (USVs) that are production-ready, inexpensive,...
Tuesday 30 January 2024
Malaysia sees new semiconductor cluster forming as first IC substrate plant commissioned
The global semiconductor industry has invested in Malaysia for over 50 years. With IC substrate maker Austria Technologie & Sytemtechnik (AT&S) starting production at its...
Tuesday 30 January 2024
WSJ: White House to announce billions in subsidies for TSMC, Intel in March
US President Joe Biden is expected to officially announce subsidies amounting to billions of dollars to major semiconductor manufacturers on March 7, according to the Wall Street...
Monday 29 January 2024
Chinese satcom chip suppliers are tapping into the drone sector
As China continues to build and strengthen its satellite communication and navigation industry, some ground equipment suppliers have been exploring the drone and drone defense market...
Friday 26 January 2024
Intel and UMC's alliance may reshuffle foundry market rankings
The announcement of collaboration between Intel and Taiwan's second-largest foundry...
Friday 26 January 2024
China's smartphone market slips 1% in 4Q23; Huawei back to top four
According to the most recent Canalys data, the decline in China's smartphone market slowed further in the fourth quarter of 2023, with total shipments reaching 73.9 million units,...
Friday 26 January 2024
ASML's High-NA EUV under the spotlight as urgent orders from China wane
Urgent orders from China due to US export controls have become a last resort for ASML in the global semiconductor industry downturn. Now, at the beginning of 2024, ASML has confirmed...