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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
Wednesday 24 January 2024
Geopolitical storms are fragmenting EV battery market
Geopolitical tensions are causing market fragmentation for key electric vehicle components such as on-board batteries.
Wednesday 24 January 2024
China's import of South Korean semiconductor materials skyrockets in 2023
To counter the ban imposed by the US to slow down its development of advanced semiconductors while ensuring its dominance in general-purpose semiconductors, China is aggressively...
Wednesday 24 January 2024
Supply chains shift to localized short chains
The US-China trade war and its geopolitical ramifications have restructured the global supply chain, transforming long chains into localized short chains.
Tuesday 23 January 2024
BYD eyes Tesla's crown, pours investment into smart car technology
The rivalry between Tesla and BYD will continue in 2024 and titles of the biggest producer and the sales king are up for grabs.
Tuesday 23 January 2024
Rapidus to focus on specialized AI chips and not compete with TSMC
Rapidus, a Japanese company building a semiconductor factory in Chitose City, Hokkaido, Japan, said the construction progress is going smoothly despite the tight schedule. The company...
Tuesday 23 January 2024
China's dominance in dual-use LiDAR tech is making Washington sweat
China is outpacing the U.S. and Japan in LiDAR (Light Detection and Ranging) technology thanks to its prodigious speed of development.
Tuesday 23 January 2024
Samsung launches Galaxy S24, igniting global AI smartphone war
Samsung Electronics has recently declared the launch of the Galaxy S24 series, integrating AI into its proprietary smartphones.
Tuesday 23 January 2024
Japan-based semiconductor equipment suppliers thrive with increased demand in China and generative AI
Major Japan-based semiconductor equipment saw their market capitalization more than double in 2023, with other suppliers reporting nearly doubling of their market valuations, highlighting...
Tuesday 23 January 2024
Taiwan to purchase quantum computers from Finland
Advanced discussions are underway between the Taiwan Semiconductor Research Institute (TSRI) under the National Applied Research Laboratories (NARLabs) and IQM of Finland to purchase...
Tuesday 23 January 2024
NEV price war effectiveness: opinions differ across supply chain
In recent years, the market share of New Energy vehicles (NEVs) has risen steadily, emerging as a dark horse in the automotive industry. However, their global market penetration remains...
Tuesday 23 January 2024
CXMT and YMTC to step up development pace
ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC), the former specializing in DRAM memory and the latter in NAND flash chips, have accelerated their development...
Monday 22 January 2024
China buys near-record $40 Billion of chip gear to beat US curbs
China's imports of chipmaking machines jumped last year as firms ramped up investment in an attempt to get around US-led efforts to hobble the nation's semiconductor industry.
Monday 22 January 2024
Chinese exports of battery material graphite plunge on controls
China's exports of natural graphite, a material used in electric vehicle batteries, plummeted in December after Beijing href="https://www.bloomberg.com/news/articles/2023-10-20/china-strengthens-export-controls-on-some-graphite-items"...
Monday 22 January 2024
Nvidia's Jensen Huang embarks on first China visit in 5 years
Nvidia CEO Jensen Huang was spotted again in a night market in Taipei before the annual party of its Taipei subsidiary. Media reports revealed that Huang had already visited Beijing,...
Monday 22 January 2024
China-based semiconductor equipment suppliers expected to continue surging growth in 2024
Amid the semiconductor cycle that is nearing or has reached its bottom, the rising demands for AI and EVs, and indigenization in packaging and testing, semiconductor equipment suppliers...