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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 15 August 2024
Cost and reliability hinder US push to replace DJI drones
The US Senate has ultimately decided to delay a ban on Chinese drone manufacturer DJI from the National Defense Authorization Act (NDAA).
Thursday 15 August 2024
China smartphone market to dip in 3Q24 before rise in 4Q24, says DIGITIMES Research
Smartphone shipments to the Chinese market totaled 71.8 million units in the second quarter of 2024, up 2.6% quarter-on-quarter and 14.4% from a year ago, but the volumes are expected...
Thursday 15 August 2024
Musk makes case for EVs to Trump supporters
On the evening of August 12, Tesla CEO Elon Musk and Republican presidential candidate Donald Trump had a friendly conversation on X (formerly Twitter), where Musk pitched electric...
Thursday 15 August 2024
Israeli tech firms tap Taiwan for R&D support as regional conflict escalates
15-20% of personnel from Israel's tech companies and university research centers have been drafted into the military, creating a vacuum in the country's R&D capabilities. To bridge...
Thursday 15 August 2024
Trump's potential second term threatens green energy and global trade
Imagine a world where green energy is sidelined, and tariffs skyrocket—this could be the reality if Republican presidential nominee Donald Trump reclaims the White House in...
Thursday 15 August 2024
Xiaomi teams up with Google for AI-driven flagship as global expansion heats up
Xiaomi Group Chairman Lei Jun announced on X (formerly Twitter) that the international version of Xiaomi's next flagship smartphone will collaborate with Google, leveraging Google...
Thursday 15 August 2024
Intel enters smart cockpit chip market amid intensifying Chinese market
Qualcomm is no longer the only company to have entered the smart cockpit field as more manufacturers aim for autopilot development. Even Intel, which has been lagging behind, is in...
Thursday 15 August 2024
Foreign auto chipmakers gain less from Chinese EV growth
China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the...
Wednesday 14 August 2024
Chinese firms dominate as global EV battery market faces headwinds
Global demand for new energy vehicles (NEVs), including battery electric vehicles (BEVs), plug-in hybrids (PHEVs), and hybrids, experienced significant volatility in the first half...
Wednesday 14 August 2024
TSMC approves US$29.6 billion capex for capacity expansions, tech upgrades
TSMC's board of directors has approved a significant capital budget of US$29.615 billion aimed at enhancing the company's advanced process capacities and upgrading packaging technology...
Wednesday 14 August 2024
China smartphone AP shipments, 2Q 2024
Global AP shipments to Chinese smartphone brands are expected to rise by 9.3% sequentially in the third quarter of 2024, driven by the peak season and the vendors' inventory preparation...
Wednesday 14 August 2024
Taiwan-based manufacturers weather typhoon Gaemi: exports surge and expansion persist despite storm
Typhoon Gaemi, which made landfall on July 24, caused a two-day halt in work across Taiwan, raising concerns of potential economic losses running into hundreds of billions of dolla...
Wednesday 14 August 2024
Taiwan firm taps into Amazon's supply chain, captures logistics robot market
As the market eagerly awaits the rise of humanoid robots, Taiwan's leading precision gear reducer manufacturer, Apex Dynamics, believes it will take time for the technology to matu...
Wednesday 14 August 2024
China-based brands shoot for Vietnam's high-end mobile phone market
Vietnam's smartphone market is becoming more competitive, and every company is fighting for business opportunities in AI and high-end mobile phones.
Wednesday 14 August 2024
SK Hynix invests in M16 DRAM production expansion, expects to increase monthly capacity by 18%
SK Hynix has reportedly begun procuring production equipment for its M16 plant in Icheon, aiming to boost its monthly production capacity from 100,000 to 180,000 units, an increase...