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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 20 August 2024
What's behind the setbacks in Huawei's 910C chip production?
Reports from the Chinese semiconductor industry suggest that Huawei's Ascend 910C...
Tuesday 20 August 2024
Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand
Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance...
Tuesday 20 August 2024
German car brands face market share decline in China
German luxury car brands BMW, Mercedes-Benz, and Audi are experiencing a decline in market share in China amid ongoing price cutting in the local car market. The German brands have...
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Tuesday 20 August 2024
China's used car market faces challenges amid new vehicle price cuts
Ongoing cutthroat competition in the Chinese auto market has led to challenges in China's used car market. Additionally, moves by foreign car brands, such as halting price cuts in...
Tuesday 20 August 2024
TSMC places SHR orders with fab toolmakers
TSMC has received an influx of orders for CoWoS and other chipmaking equipment, the majority of which require super hot runs (SHR), according to industry sources.
Tuesday 20 August 2024
Challenges ahead for Europe's first 12-inch wafer fab
Following investments in wafer fabs in the US and Japan, TSMC is scheduled to hold a groundbreaking ceremony for its wafer fab in Dresden, Germany, on August 20. The fab is expected...
Monday 19 August 2024
Uber-backed e-scooter startup Lime enters Japan after South Korea exit
Uber Technologies Inc.-backed Lime is entering Japan's growing e-scooter ride market in a foray that pits the San Francisco-based startup against homegrown Luup KK.
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Regionalized production benefits Foxconn
The US-China trade war, combined with the COVID-19 pandemic and subsequent global supply chain relocations, has benefited Foxconn due to its diversified global footprint.
Monday 19 August 2024
Intel Foundry's push for self-sufficiency could pave way for spin-off and rebranding
Is it time for Intel Foundry (IF) to be spun off as an independent entity? During the 2008-2009 financial crisis, AMD was forced to divest its wafer fabrication division, offloading...
Monday 19 August 2024
Apple's Chinese strategy hangs in balance as it figures out partnership with WeChat
Apple's competitive yet cooperative relationship with WeChat, the leading social media platform in China, is being closely observed as Apple, known for being quite assertive, figures...
Monday 19 August 2024
AMEC confident in lawsuit against US DoD
Backed by strong support from the Chinese government and the inconsistent actions of the US, Chinese semiconductor equipment manufacturer Advanced Micro-Fabrication Equipment (AMEC)...
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Japan faces financial resource issues following Kishida's resignation
Japanese prime minister Fumio Kishida is stepping down before the end of September 2024. Many policies from his administration require large budgets, including providing subsidies...