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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 14 October 2024
Renesas sets ambitions expansion target in India
Renesas India aims to double its workforce by 2025, aligning with India's self-reliance goals in electronics. The company plans to generate over 10% of its revenue from India by 2030,...
Monday 14 October 2024
ASML CEO: Asia to lead global semiconductor manufacturing for years ahead
The US and European semiconductor industries are seeing major investments, yet ASML CEO Christophe Fouquet noted that Asia's semiconductor production capacity is expanding more rapidly...
Monday 14 October 2024
Irrational rush to build AI data centers in China raises concerns
As Chinese tech giants intensify their investments in large language models (LLMs), the demand for AI computing power has surged, leading to a frenzy of AI data center construction...
Monday 14 October 2024
China's lithography progress: Promising but limited
China has made notable progress in lithography technology, but its new machine still lags behind the most advanced global technologies. While this development is significant, it's...
Monday 14 October 2024
Samsung reportedly lowers HBM production target by 10%; reassigns R&D personnel to boost competitiveness
Samsung Electronics (Samsung) has confirmed delays in high bandwidth memory (HBM) supply, leading to a downward adjustment of its production target for 2025. To enhance semiconductor...
Monday 14 October 2024
China controls 80% of lithium battery materials market, Japanese firms seek opportunities
China's growing market share in electric vehicles (EVs) and automotive lithium-ion batteries has propelled its dominance in lithium-ion battery materials.
Friday 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market...
Friday 11 October 2024
Hong Kong's four October tech fairs to attract over 6,000 global exhibitors in electronics and lighting
The Hong Kong Trade Development Council (HKTDC) will host four major technology fairs this October, featuring approximately 6,200 exhibitors from 29 countries and regions. These events...
Friday 11 October 2024
Middle East pager explosions raise concerns over Western V2X security
The US plans to implement a ban in January 2025 on certain software and hardware used by connected cars from China and Russia for security. This initiative has drawn considerable...
Friday 11 October 2024
China's automakers bet big on AI to drive smart car revolution
China's automakers, from established players like state-backed Great Wall Motor to upstarts like Nio, XPeng, and Li Auto, along with tech giants such as Huawei and Xiaomi, are charging...
Friday 11 October 2024
Why the EU is imposing tariffs on Chinese EVs despite retaliation risk
The European Union (EU) has unleashed a powerful economic tool on China by imposing tariffs on electric vehicles (EVs), a move that increases the risk of retaliatory measures and...
Friday 11 October 2024
Taiwanese firms spotlight opportunities in the UK electric vehicle market amidst industry transformation
The British automotive industry was once the world's largest car exporter, with a history dating back to the 19th century. However, with changes in the global environment and the...
Friday 11 October 2024
China's leap in silicon photonics: A catalyst for AI growth?
Hubei Jiufengshan Laboratory, with CNY8.2 billion (approx. US$1.12 billion) subsidy from the Chinese government, has integrated a laser light source into a silicon chip, marking a...
Friday 11 October 2024
BYD's US$1 billion EV plant in India on hold amid regulatory hurdles
Chinese automaker BYD is eager to produce electric vehicles (EVs) in India but faces obstacles due to strict government scrutiny. Despite these challenges, the company remains committed...
Friday 11 October 2024
Malaysia emerges as SEA data center hub; Johor takes center stage
Malaysia is rapidly becoming a key destination for technology giants establishing data centers, with Johor emerging as a prime location due to its proximity to Singapore. According...