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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
German EVs gain traction in China despite initial setbacks
Defying the naysayers, German electric car manufacturers have seen a promising surge in sales within the Chinese market.
Friday 2 February 2024
SK Hynix's rumored Indiana HBM fab will give Nvidia onshore GPUs
SK Hynix is said to planning an advanced facility in Indiana, USA, to provide high bandwidth memories (HBM) to GPU customers.
Friday 2 February 2024
Taiwan's secret AIoT weapon can break China's red supply chain
Nexcom's chairman said the key to defeating China's self-contained supply chain is AIoT.
Friday 2 February 2024
Teradyne CEO clarification: No China exit, just partial production relocation to enhance supply chain flexibility
In late January, reports circulated that semiconductor automatic test equipment (ATE) vendor Teradyne was withdrawing approximately US$1 billion of manufacturing operations from China...
Friday 2 February 2024
Topco Scientific considering moving Arizona site to Texas or Mexico
Semiconductor materials supplier Topco Scientific is following in the footsteps of Taiwan Semiconductor Manufacturing Company (TSMC), aiming to set up a plant site in North America,...
Friday 2 February 2024
Excluding China from 6G standard development risks fragmentation
As the latest 5G standard, Release 18 (R18), is set to be officially frozen by the global mobile communication standards organization 3GPP in March 2024, it can be expected that 5G-Advanced...
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,...