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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 3 October 2024
US bets on AI to develop sustainable materials, strengthen semiconductor leadership
The US Department of Commerce has announced a new initiative to maintain the country's semiconductor industry leadership by leveraging artificial intelligence (AI) to develop sustainable...
Wednesday 2 October 2024
BYD speeds up solid-state battery rollout, targeting full adoption within 5 years
The electric vehicle (EV) sector is intensifying efforts to advance solid-state battery technology, with BYD's chief scientist Yubo Lian announcing that commercialization could occur...
Wednesday 2 October 2024
Intel's fall from grace: a cautionary tale of missed opportunities and missteps
What happens when a tech giant starts to stumble? For outsiders, Intel's decline may come as a shock. However, for industry insiders, the failure of the semiconductor giant can be...
Wednesday 2 October 2024
Arm expresses interest in Intel's product division despite x86 rivalry
Reports suggest that in addition to Qualcomm, Arm has expressed interest in acquiring Intel's product division. However, public speculation indicates that due to the deep-rooted rivalry...
Wednesday 2 October 2024
Europe faces data center capacity shortage in sovereign AI race
As governments strive to develop sovereign AI capabilities to reduce reliance on foreign technology, Europe confronts a critical challenge: its data center capacities are inadequate...
Wednesday 2 October 2024
Patent war between Huawei, MediaTek to commence after China's Golden Week
The patent infringement trial between Huawei and MediaTek is set to officially commence after China's Golden Week, no earlier than October 25, 2024. The patent at the center of the...
Wednesday 2 October 2024
Wanzhou Meng returns to Huawei's core leadership, spotlight on Mate 70 launch in her new role
Huawei CFO Wanzhou Meng has resumed her position as rotating chairperson under the company's leadership system, beginning her six-month term on October 1, 2024, which will run until...
Wednesday 2 October 2024
Will EU dispute derail Taiwan's offshore wind ambitions?
Taiwan's ambitious offshore wind plans are facing a significant challenge as the island nation grapples with a dispute with the European Union over local content requirements. The...
Wednesday 2 October 2024
Fire at Tata's iPhone parts factory threatens India production amid festive season
A fire at Tata Electronics' iPhone components factory in Tamil Nadu, India, has left the resumption of operations uncertain. Apple will need to find an alternative source for iPhone...
Wednesday 2 October 2024
Can Taiwan firms survive next to EV battery giants?
Lithium-ion (Li-ion) batteries for use in electric vehicles (EV) are regarded as the second most important strategic industry in many countries, after semiconductors. Manufacturers...
Wednesday 2 October 2024
iPhone 16 series faces fierce competition as Samsung and Xiaomi deliver counterpunches
Despite mixed reviews globally for Apple's iPhone 16 series, strong support from telecom companies, retail distributors, and e-commerce platforms has driven sales of the iPhone 16...
Wednesday 2 October 2024
Laster to expand LED layout in Thailand and Mexico with possible collaborations with Tatung and Wistron
As geopolitical influences grow, LED automotive lighting module manufacturer Laster is planning to establish operations in Thailand and Mexico due to demands from Tier 1 clients....
Wednesday 2 October 2024
Competition for 3nm flagship smartphone SoC imminent; MediaTek gains price advantage in Chinese market
MediaTek's flagship platform, Dimensity 9400, and Qualcomm's Snapdragon 8 Gen4 are set to officially launch in October. With both products making the official transition to the 3nm...
Wednesday 2 October 2024
China to accelerate AI datacenter construction in 3 years
China has officially disclosed its current national computational capacity and progress for the first time. According to Zhiguo Zhao, director general of the Administration for Information...
Monday 30 September 2024
GenAI receives plenty of attention at Tokyo Game Show 2024
The 2024 Tokyo Game Show (TGS), Japan's largest video game exhibition, was held from September 26 to 29, 2024, in Chiba, Japan. The main technological highlight this year was the...