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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
Thursday 9 November 2023
Nvidia H100 boosts supply as Gigabyte targets US$15 billion in annual server revenue
Gigabyte is capitalizing on the surge in demand for Nvidia AI GPUs, coupled with the early normalization of graphics card inventory and a gradual resurgence in demand. The third quarter...
Monday 30 October 2023
Is Huawei stepping out of sanction shadow? Jan-Sept earnings and sales growth don't add up
Although Huawei's smartphone and car business success this year has been hailed as a turning point that left the impact of the US sanctions behind, Huawei's Q1-Q3 earnings numbers...
Friday 27 October 2023
Latest US sanctions drive China to review chiplet capabilities as the way forward
Following the US sanction updates against Chinese semiconductor development on October 17, which established Total Processing Performance and Performance Density as the new parameters...
Wednesday 25 October 2023
YMTC thrives in China amid US sanctions
Despite pressure from US technological sanctions, insiders from the supply chain have disclosed that Yangtze Memory Technology Corporation (YMTC) is capitalizing on its strong presence...
Thursday 5 October 2023
Is Huawei using enigmatic strategy to drive the US into a dilemma?
Huawei unconventionally releasing its Mate 60 Pro 5G smartphone in late August witout prior notice garnered global attention, but during the subsequent official product launch event...