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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Friday 19 July 2024
The German electrification dream falters as supplier bankruptcy surges 60%
The automotive industry's shift towards electrification is proving to be a more treacherous journey than anticipated, with actual performance falling short of expectations and investments...
Friday 19 July 2024
Silicon dreams: a SWOT analysis of India's burgeoning semiconductor industry
The semiconductor frenzy is a worldwide phenomenon, but India's situation is distinctive.
Friday 19 July 2024
The return of a US-China trade war? Q&A with political economist June Park
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and...
Friday 19 July 2024
Fanuc completes new US facility for automotive robots
Fanuc America, a subsidiary of Japan-based Fanuc, has completed construction of its new West Campus facility in Auburn Hills, Michigan. This marks Fanuc's second US facility since...
Friday 19 July 2024
Rising chip competition worries mobile phone makers
Mobile phone manufacturers are concerned about the increasing competition among chip vendors for advanced process capacity, despite the more optimistic demand forecasts.
Friday 19 July 2024
TSMC proposes Foundry 2.0 to alleviate antitrust concerns
TSMC has come up with a new definition of the foundry sector, a move aimed at dispelling market concerns about its dominance, as it braces for possible impacts on the global semiconductor...
Thursday 18 July 2024
China automobile export status, 2023
China took the global lead in automobile export in 2023, driven by robust demand for EVs.
Thursday 18 July 2024
Debunking Trump's misconceptions on Taiwan's role in the global chip industry
US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without...
Thursday 18 July 2024
XPeng and Baidu lead China's rise in autonomous driving tech
China's Electric Vehicle (EV) technology has already matched that of Western countries, and now its autonomous driving technology is also catching up.
Thursday 18 July 2024
Malaysia's semiconductor sector optimistic for 3Q24: talent recruitment and AI integration on the rise
A recent survey reveals that Malaysia's electrical, electronics, and semiconductor sectors are optimistic about the market in the third quarter of 2024, and are actively recruiting...
Thursday 18 July 2024
President Lai pledges support for next-gen Taiwan AI supercomputers in weather forecasting
Less than five months after the Central Weather Administration (CWA) inaugurated its sixth-generation high-performance computer, its computing power is already falling short. In response,...
Thursday 18 July 2024
BMW increases car prices in China
BMW, along with Mercedes-Benz and Audi, previously joined the fray in the price war in China's car market for a short period of time, but has now decided to hike prices across its...
Thursday 18 July 2024
Chinese PV companies flock to Middle East with new projects
Chinese firms in the solar power industry are accelerating their expansions into the Middle East, establishing an ecosystem covering both upstream and downstream sectors.
Thursday 18 July 2024
ASML performance surges amid TSMC investment rumors, strong China sales despite US curb threats
ASML experienced a significant increase in sales and net bookings over the last quarter, suggesting that TSMC might be intensifying its capital investments. However, potential tightened...
Wednesday 17 July 2024
GlobalWafers receives US$400 million of CHIPS Act funding
On July 17, the Biden-Harris Administration announced a non-binding Preliminary Memorandum of Terms (PMT) between the US Department of Commerce and GlobalWafers America, LLC and MEMC...