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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 25 January 2024
Huawei unleashes HarmonyOS, breaks free from Android to challenge iOS
After nearly five years of refinement and external pressure from US export controls, Huawei's long-planned Hongmeng OS Galaxy Edition has officially been unveiled. This marks the...
Thursday 25 January 2024
ASML expects strong rebound in 2025, optimistic about orders from memory makers
ASML reported strong books for the last quarter. The lithography equipment giant still expects uncertainties in the chip industry in 2024, and the demands from memory makers will...
Thursday 25 January 2024
China imports over 400 lithography machines from the Netherlands in past five years
As the US and its allies are imposing export restrictions on semiconductor equipment, China increased its chipmaking tool imports over the past year and doubled its imports of lithography...
Thursday 25 January 2024
Chinese AI processor developers face challenges
Chinese AI chip developers, including Biren Technology and Cambricon Technologies, are having tough times that could burst the AI bubble in China.
Thursday 25 January 2024
Apple to obtain initial 2nm capacity from TSMC, sources say
TSMC, which only increases production capacity in response to significant customer orders, has recently established a production expansion strategy aimed at attaining 2nm GAA. Apple...
Wednesday 24 January 2024
'Taiwanese Chips Act' to take effect in February, aiming to cement semiconductor leadership
While the recent US CHIPS and Science Act, European Chips Act, and Japan's subsidy plan have enticed TSMC to build wafer fabs in the US, Germany, and Japan, Taiwan has responded with...
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...