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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 9 January 2024
Taiwan braces for Chinese 'missile' strike following Defense Ministry comms blunder

On Tuesday afternoon, January 9, residents in Taiwan received a mobile phone alert issued by the nation's Ministry of National Defense (MND) warning that a missile was...

Tuesday 9 January 2024
Huawei's foldable smartphones bear fruit as hardware innovation continues
Huawei has released 8 foldable smartphones over the past 4 years, and the firm secured its leading position in the Chinese foldable smartphone market through continuous hardware technology...
Tuesday 9 January 2024
Nvidia rolls out new chips, claims leadership of AI PC race
Nvidia Corp., whose chip technology dominates in data centers used to create artificial intelligence software, announced new products to help the personal computer industry lure consumers...
Tuesday 9 January 2024
Graphene semiconductor: the brainchild of US-China collaboration
Graphene, which was thought to be an unsuitable material for semiconductors, has made a breakthrough.
Tuesday 9 January 2024
Chinese foundry expansion raises concerns of oversupply and price pressure for Taiwanese mature-process wafer fabs
The continuous expansion of mature process capacity by Chinese foundries is causing significant concerns in the semiconductor industry, as it might lead to oversupply and downward...
Tuesday 9 January 2024
Chinese foundry makers cut service prices to lure Taiwanese IC design customers
Although the inventory correction of the semiconductor industry has finally come to an end in the first half of 2024, Chinese foundry manufacturers Semiconductor Manufacturing International...
Tuesday 9 January 2024
Incoming ASML CEO to visit TSMC, likely to seek orders for High-NA EUV tools
Christophe Fouquet, who has been named ASML's next CEO, will fly to Taiwan to meet with TSMC CEO CC Wei later this week before heading to Samsung Electronics' headquarters in South...
Tuesday 9 January 2024
Foxconn stays ahead of China-based competition in Apple's supply chain game
As China-based suppliers continue to snatch up orders through all available means, many Taiwan-based companies have been transitioning to keep afloat. Amid this pressure, Hon Hai...
Monday 8 January 2024
Chinese EV makers in bankruptcy crisis
Amidst a cutthroat battle for nearly a year in 2023, the Chinese auto market is expected to experience a major elimination round in 2024 with models that have lower-than-expected...
Monday 8 January 2024
The dominance of China's solar industry: casting a shadow upon the global supply chain
In the pursuit of energy security and a strategic shift away from China's dominance with 85% of the global solar panel market share, both Europe and the United States are actively...
Monday 8 January 2024
AI-driven MCU market surge sparks innovation in global and Chinese firms for edge AI
As we venture into 2024, the semiconductor supply chain continues to experience a robust surge propelled by the growth of AI.
Monday 8 January 2024
Alibaba, Tencent and others reportedly express little interest in new Nvidia chips
According to recent Chinese media reports, Alibaba, Tencent, and other Chinese Big Tech giants have shown little interest in purchasing Nvidia's upcoming solely Chinese-market-designed...
Monday 8 January 2024
EU likely to delay new ICE vehicle ban, seeing 70% gasoline cars on roads in 2040
European governments have been adjusting their EV subsidy programs. Germany abruptly terminated its incentive scheme, and France's revised subsidy rules will discourage the sales...
Monday 8 January 2024
Tech Exodus: Taiwan's rise as a hub for high-value electronics and logistics
Amid the pandemic-induced maritime chaos that congested ports and disrupted container supply chains, the shipping industry faced soaring fees and delays, prompting a notable shift...
Monday 8 January 2024
Chinese commercial rocket company ExPace enters mass production phase with the country's first launch in 2024
ExPace Technology Corp., a Chinese state-owned rocket company based in Wuhan, has successfully sent four Tianmu-1 meteorological satellites into space from the country's Jiuquan Satellite...