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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
Monday 7 October 2024
China's restrictions on Nvidia chips drag Samsung's HBM into muddy water
Reports suggest that the Chinese government is discouraging local companies from purchasing Nvidia's AI chips, which may affect Samsung Electronics' High Bandwidth Memory (HBM) sales...
Monday 7 October 2024
Intel execs visit Vietnam, commit to including more Vietnamese companies in ecosystem
Intel has announced plans to include more Vietnamese companies in its ecosystem and provide the Vietnamese government with additional industry-related advice.
Monday 7 October 2024
ByteDance replaces Nvidia chips with Huawei due to government policy
TikTok's parent company ByteDance has reportedly ordered 100,000 of Huawei's Ascend 910B chips in 2024 to train an AI model, with 30,000 already delivered. ByteDance has not commented...
Monday 7 October 2024
Montreal: Where life sciences meet artificial intelligence
Moderna. Grifols. Jubilant Pharma. Novartis. Roche. That is just a sample of the many life sciences and health technologies (LSHT) companies that have invested in Greater Montreal...
Monday 7 October 2024
Huawei dominates global 5G standard essential patent ranking while Xiaomi demonstrates fastest growth
The China Academy of Information and Communications Technology (CAICT) recently published the Research Report on Global 5G Standard Essential Patents and Standard Proposals (2024),...
Monday 7 October 2024
AMRs outpace humanoids in market adoption; US, Japan race to set international industry standards
Compared to humanoid robots, which have yet to achieve economies of scale and require significant cost reductions, autonomous mobile robots (AMRs) are technically more mature and...
Monday 7 October 2024
Apple to open four new stores in India and manufacture entire iPhone 16 lineup locally
Apple announced plans to significantly expand its presence in India by opening four new retail stores and introducing its first-ever "Made in India" iPhone 16 Pro and iPhone 16 Pro...
Friday 4 October 2024
Penang outlines semiconductor cluster: Focus on PCB, backend
A semiconductor industry cluster is emerging in Penang, Malaysia, with an emphasis on the PCB and backend supply chains.
Friday 4 October 2024
APAC offshore wind market faces crossroads as regional competition intensifies
The Asia-Pacific offshore wind sector is at a pivotal juncture, with Taiwan's early lead now under pressure from rapidly advancing markets in Japan and South Korea. Industry experts...
Friday 4 October 2024
AI data center structure upgrade to benefit Taiwanese suppliers
The high power consumption and heat generation by AI data centers can no longer be solved through simple hardware upgrades, leading to changes beneficial to Taiwanese supply chain...
Friday 4 October 2024
Taiwan's AI revolution: Sovereign AI applications set to launch in 2025
At a recent Legislative Yuan session, National Science and Technology Council (NSTC) Minister Cheng-wen Wu addressed legislators' concerns about Taiwan's AI standing. According to...
Friday 4 October 2024
Europe uses geographical advantage to combat power consumption
The rise in artificial intelligence (AI) demand has led to a corresponding increase in data center requirements. However, finding locations with sufficient power to support these...
Friday 4 October 2024
TSMC, Amkor sign MOU for advanced packaging at US facility, Apple to be first customer
TSMC and Amkor Technology, the world's second-largest semiconductor packaging and testing firm, announced on October 4 the signing of a memorandum of understanding (MOU) to deliver...
Friday 4 October 2024
Taiwanese supply chain resilient against Typhoon Krathon; global concerns shift to labor strikes and geopolitical tensions
Typhoon Krathon has hit Taiwan with significant force, moving slowly across the island. As of October 3rd, southern Taiwan, including Kaohsiung, Tainan, and Pingtung, is experiencing...
Friday 4 October 2024
Apple to source OLED panels from China for next-gen iPhone SE
According to industry sources, Apple has begun sourcing OLED panels from BOE and other Chinese manufacturers for its next-generation iPhone SE series. Rumors suggest that Apple plans...