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 21 April 2026

Foreign carmakers in China turn to local tech to regain lost ground

In China's vast auto market, foreign brands — and the joint ventures they once dominated — have been steadily overtaken by domestic...

Tuesday 21 April 2026

Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure

In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...

Tuesday 21 April 2026

Nissan slashes rare earth in EV motors, cutting China supply risk

Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components...

Tuesday 21 April 2026

Mercedes-Benz taps Samsung SDI for first-ever EV battery partnership

Samsung SDI has signed a multi-year agreement to supply electric vehicle (EV) batteries to Mercedes-Benz, marking its first confirmed entry...

Monday 20 April 2026

US Commerce Secretary says BYD has no role in American auto market

US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's auto sector, arguing that the country does not need companies such as electric...

Monday 20 April 2026

Analysis: How TSMC avoids memory's boom-and-bust cycle

Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...

Monday 20 April 2026

Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

Global wafer foundry revenue in 2026 is estimated to grow 23.5% year-over-year, expected to reach US$250 billion.

Monday 20 April 2026

Taiwan's high growth and low inflation stand out amidst global economic downturn

As global research institutions downgrade their economic forecasts for 2026 in the wake of the joint US-Israel strikes on Iran, Taiwan has stood out as a rare exception to the worldwide...

Monday 20 April 2026

US's China containment shifts Taiwan firms' investment strategies

Taiwanese companies are shifting investment and repatriation patterns as the US-led containment policy and global resistance to Chinese tech firms reshape cross-strait business dynamics,...

Monday 20 April 2026

DeepSeek reportedly weighs first external fundraising as AI competition intensifies

Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from...

Saturday 18 April 2026

TSMC's Q1 2026 earnings call: five signals hidden in plain sight

TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised...

Friday 17 April 2026

TSMC remains top choice for European AI chip startups amid capacity scramble

European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...

Friday 17 April 2026

TSMC revises advanced process and packaging strategy

TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...

Friday 17 April 2026

The tumor chip from Taiwan that catches what mouse trials miss

A year-old startup from Hsinchu, Taiwan is preparing to make its American debut. Fluidiconic Bio will join four other Taiwanese startups at the Plug and Play Silicon Valley Summit...

Thursday 16 April 2026

US tightens ban on Chinese components, reshaping robotics supply chains

Washington's push to purge Chinese links from critical supply chains is hardening, and the effects are rippling through the global robotics...

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