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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 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the negotiations between the two parties influences not only...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Thursday 17 October 2024
ASML slashes 2025 forecast as chip industry adjusts to post-pandemic realities
ASML's significant decline in net bookings indicates the semiconductor industry's adaptation to post-pandemic market conditions, which were previously disrupted by global chip supply...
Thursday 17 October 2024
ASML factors in potential new export curbs on China in financial guidance
Following the early release of its third-quarter financial results, ASML's senior executives explained the factors behind the decline in net bookings and the reduced sales forecast...
Wednesday 16 October 2024
iPhone 16 series launch delayed in Indonesia due to certification and investment issues
The Apple iPhone 16 series officially launched on September 20, but it has yet to be released in the Indonesian market as Apple continues negotiations with the Indonesian governmen...
Wednesday 16 October 2024
Global autonomous vehicle race heats up: Hyundai plays catch-up amid US and China dominance
The global autonomous vehicle market is rapidly evolving, with companies like Tesla, Waymo, and Zoox leading innovation in technologies and services. As Chinese firms join the competition,...
Wednesday 16 October 2024
Chinese think tank recommends continued use of Nvidia GPUs in data centers due to high transition costs
A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching...
Wednesday 16 October 2024
China's AI data center boom sparks concerns over surplus computing power
The global surge in artificial intelligence (AI) is driving provincial governments in China to race in constructing new data centers, aiming to stimulate local economic development...
Wednesday 16 October 2024
AI and computing power emerge as new battlefields for China's automotive sector
As "end-to-end large models" sweep through the smart driving industry, China's automotive sector is gradually entering a new "AI battlefield." Zhang Yongwei, vice chairman and secretary-general...
Wednesday 16 October 2024
TsangYow sees growth from AM market recovery; Malaysia plant set for 2027 launch
TsangYow, a major transmission system manufacturer, is experiencing positive growth due to the recovery of the aftermarket (AM) component market. The company's monthly revenue continues...
Wednesday 16 October 2024
Samsung struggles with unions on both domestic and international fronts amid profit slump
Samsung Electronics reported an operating profit of less than KRW10 trillion (approx. US$7.42 billion) for the third quarter of 2024. In addition to its poor financial performance,...
Wednesday 16 October 2024
When will Huawei mobile phones return to the international market?
Huawei's mobile phone business remains constrained by the US semiconductor sales ban, but its sales performance in the Chinese market is gradually improving. The company has stated...
Wednesday 16 October 2024
Luxshare steps up capacity expansion in Vietnam
Luxshare Precision Industry, Apple's primary Chinese partner, has accelerated its capacity expansion in Vietnam by expanding its factory site in Nghe An, according to industry sour...
Wednesday 16 October 2024
Early consumption could freeze China's auto market in 2025
China saw excellent new automobile sales in October thanks to government incentives. However, concerns have been raised about whether government subsidies are simply encouraging consumers...