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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
Tuesday 15 October 2024
Self-reliance in chipmaking leads to plagiarism and intense competition, says ACM chairman
The local semiconductor equipment industry in China is presently experiencing the consequences of US export restrictions. In recent years, China's semiconductor industry has been...
Tuesday 15 October 2024
Tesla faces challenges in China's evolving autonomous vehicle market
Tesla's self-driving ambitions are facing a critical test as it seeks to penetrate China's intelligent vehicle market, where the rules of the game are already being reshaped.
Tuesday 15 October 2024
SenseTime, Enflame setting up AI computing hubs in China
SenseTime and Enflame Technology, two Chinese AI unicorns, are actively developing AI computing power centers to enhance the efficiency and accessibility of training large AI models...
Tuesday 15 October 2024
Status of domestic AI chip development in China
China is pushing domestically developed AI chips and deployment of RISC-V structure in a bid to break through US chip sanctions.
Tuesday 15 October 2024
Taiwan leverages academic-industry research power to drive 6G innovation
As the US, EU, China, Japan, and South Korea race toward 6G technology, Taiwan, supported by the National Science and Technology Council (NSTC), is focusing on two key 6G projects...
Tuesday 15 October 2024
Two factors mitigate serious threats from China's memory chip production expansion, says industry experts
The memory industry is facing noise regarding market supply and demand imbalances. The rapid capacity expansion by Chinese memory manufacturers has raised concerns regarding its impact...
Tuesday 15 October 2024
TSMC outlook and key client orders to garner focus at upcoming investor meeting
TSMC will hold an investor meeting on October 17 to review the company's business and market projections, as well as updates on its capital expenditure strategy for the current yea...
Tuesday 15 October 2024
Trade-in policy successfully boosts TV Sales in China during National Day Holiday
Although TV sales in China have been sluggish for a while, the recent government initiative of the trade-in subsidy program has sparked a wave of consumer activity during the 2024...
Tuesday 15 October 2024
Chinese solar experts call for an end to fierce competition
Following the launch of successive countervailing probes by US regulators into China's solar industry, related Chinese industry leaders appear to be looking for solutions to end fierce...
Tuesday 15 October 2024
Prices for 6-inch SiC substrates freefalling in China
Prices of mainstream 6-inch SiC substrates have fallen since the beginning of this year and are expected to keep lowering as Chinese SiC substrate suppliers expand their production,...
Monday 14 October 2024
European carmakers descend on Paris to showcase low-cost EVs
Europe's biggest automakers have long used the Paris auto show to trot out fresh designs and new technologies. This year, there's a different theme: price.
Monday 14 October 2024
TSMC plans more chip plants in Europe, Taiwan official says
Taiwan Semiconductor Manufacturing Co. is planning more plants in Europe with a focus on the market for artificial intelligence chips, according to a senior Taiwanese official, as...
Monday 14 October 2024
Countering China's asymmetric strategy from demand side of supply chain resilience
At a recent International Forum on Supply Chain Resilience, scholars raised urgent concerns about China's strategy of increasing global dependence on its economy while simultaneously...
Monday 14 October 2024
China's push for chip tool independence faces talent shortage, innovation choke points
China's semiconductor equipment industry is grappling with a crisis of involution, fueled by geopolitical tensions and domestic pressures.
Monday 14 October 2024
From phones to EVs: Foxconn doubles down on China's Zhengzhou investments
In response to geopolitical shifts and evolving client demands, Foxconn has been investing heavily in manufacturing expansion across Vietnam, India, and Mexico. Meanwhile, its recent...