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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 30 July 2024
With new US chip regulations coming in October, will Nvidia continue to play on the edge?
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few...
Tuesday 30 July 2024
China accelerates HBM production for AI, CXMT expands for self-sufficiency amid sanctions
China is ramping up its efforts to produce High-Bandwidth Memory (HBM), crucial for advancing AI technology, as part of its supply chain indigenization strategy.
Tuesday 30 July 2024
Raimondo rebukes Trump: urges for US chip independence, warns against over-reliance on Taiwan
Following Trump's controversial comments about Taiwan, US Commerce Secretary Gina Raimondo underscored the necessity of bolstering domestic chip manufacturing, warning against over-dependence...
Tuesday 30 July 2024
Singapore becomes biggest buyer of Taiwan's technologies, says MOEA
Taiwan's Ministry of Economic Affairs (MOEA) released a report on July 29 revealing intriguing insights into Taiwan's R&D investment and technology export trends. The report highlighted...
Tuesday 30 July 2024
BYD's potential entry into Taiwan's EV market faces five key challenges
As 2024 enters its final four months, BYD's annual electric vehicle sales have nearly surpassed Tesla's, solidifying its market position. The company's international expansion is...
Tuesday 30 July 2024
Foxconn expands capacity in India to support more product lines
Hon Hai Technology (Foxconn) has been ramping up production capacity in India to extend support to more product lines, according to industry sources.
Monday 29 July 2024
Tesla and Nvidia set to go head-to-head in high-end autonomous driving
In the realm of end-to-end advanced autonomous driving solutions, both Nvidia and Tesla are dominant forces.
Monday 29 July 2024
US slams the door on Chinese EVs; EU leaves a crack open despite stringent taxes and tariffs
China's EV entrance into international markets has hit a bump with the trade barriers from Europe and the US, casting a dark cloud above their expansion.
Monday 29 July 2024
EU subsidies for fab construction progressing slowly; both TSMC and Intel yet to be approved
In March and April 2024, the implementation unit of the US CHIPS and Science Act and the US Department of Commerce announced that Intel and TSMC received US$8.5 billion and US$6.6...
Monday 29 July 2024
Foxconn's Vietnam plant to roll out 4 million Nintendo Switch annually by 2027
Foxconn is set to produce Nintendo Switch consoles in Quang Ninh, Vietnam, as part of its US$260 million investment project in the province.
Monday 29 July 2024
Diversifying the supply chain: Taiwan taps multicultural ASEAN talent to tackle workforce shortage
As Taiwan's manufacturing industry diversifies its supply chain in accordance with the China+1 strategy and the government's Southbound policy, it has been relocating factories to...
Monday 29 July 2024
Slow EU approval delays Intel and TSMC subsidies under European Chips Act
In March and April 2024, Intel and TSMC received substantial subsidies of US$8.5 billion and US$6.6 billion respectively for building plants in the US under the CHIPS and Science...
Friday 26 July 2024
Apple's iPhone drops out of China top five as local rivals soar
Apple Inc. lost ground in China's smartphone market in the June quarter after local companies like Huawei Technologies Co. surged ahead.
Friday 26 July 2024
China's smartphone market grows 10% in 2Q24, thanks to 618 promotions and GenAI
According to the latest Canalys research, Mainland China's smartphone market experienced a 10% year-on-year growth in the second quarter of 2024, with shipments exceeding 70 million...
Friday 26 July 2024
China takes different approach to South Korea in display technology R&D; focuses on QD-LED and Micro LED
In display R&D, China's rapid development has garnered attention. While South Korea focuses on technology sectors like OLED and backplanes, China instead puts more emphasis on...