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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 6 August 2024
Taiwan PCB makers to start test runs at new plants in Thailand by 3Q24
Taiwanese PCB makers have particularly targeted the automotive market in their investments. The simultaneous expansion of their operations in Thailand reflects their clients' emphasis...
Tuesday 6 August 2024
China's pursuit of self-sufficiency in chipmaking equipment hurts Taiwan exports
Taiwan's chipmaking tool exports, which prioritize the market in China, have been impacted by China's increased efforts to achieve self-sufficiency in semiconductor equipment.
Monday 5 August 2024
Former Tesla executive launches Xelerate Ventures to propel AI for Good in Taiwan
Former Tesla APAC Head of Technology Leo Liu is charting new territory with the launch of Xelerate Ventures, targeting startups dedicated to "AI for Good" initiatives. As he extends...
Monday 5 August 2024
Apple's Chinese revenue falls short amidst rising competition; reliance on Apple Intelligence proves challenging
Apple reported weaker-than-expected revenue in China, facing increasing competition from Chinese rivals. The company's only recourse is to leverage Apple Intelligence to counter these...
Monday 5 August 2024
China accelerates autonomous driving via multiple pilot cities, with Beijing, Shanghai, Wuhan leading the charge
China is keenly positioning itself as a global frontrunner in autonomous driving technology. Strong government support coupled with intense competition among major cities has cultivated...
Monday 5 August 2024
Global OSAT industry revenue projected to rebound by 8%, says DIGITIMES Research
The global semiconductor market is experiencing strain as inventory adjustments across the electronics sector weigh heavily on growth. According to DIGITIMES Research, the...
Monday 5 August 2024
Low-cost Chinese robots likely to flood the market
The competition between Chinese and American companies in the humanoid robot industry is heating up.
Monday 5 August 2024
US plans to heighten controls on Chinese AI; South Korean and Chinese HBM manufacturers will be directly impacted
The US government is considering imposing restrictions as early as August to restrict China's access to crucial High Bandwidth Memory (HBM) chips and related manufacturing equipment...
Monday 5 August 2024
Europe's auto industry faces historic trade deficit amid electrification shift
Europe's automotive industry is poised to face a historic turning point in 2024, with imports expected to surpass exports for the first time in decades. This looming trade deficit...
Monday 5 August 2024
Taiwan's Green Harvest stakes claim in Australia's hydrogen rush, seeks to leverage tech prowess
In the sun-baked expanses of Queensland, Australia, a Taiwanese company is making an ambitious play in the global race for green hydrogen supremacy. Green Harvest Holdings, a relative...
Monday 5 August 2024
India's data center sector thrives as digital transactions skyrocket
India's financial landscape is undergoing a digital revolution, transforming everyday transactions across the country. From bustling teashops on street corners to gleaming international...
Monday 5 August 2024
Apple faces tough road ahead in China despite growing revenue
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Friday 2 August 2024
Samsung joins funding for AI security startup valued at US$400 million
Protect AI Inc., a security and artificial intelligence startup, has raised US$60 million from investors betting that the intersection of AI and security will be big business.
Friday 2 August 2024
CXMT begins mass producing HBM2: China aims to reclaim AI dominance?
China is attempting to produce High-Bandwidth Memory (HBM) in hopes of regaining control over AI, according to South Korean industry insiders.