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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
Monday 1 July 2024
Volkswagen, SAIC maintain deep ties with agreements to co-develop five EV models
The Volkswagen Group, one of the major foreign automakers operating in China, signed multiple new energy technology cooperation agreements with the SAIC Group on June 27.
Monday 1 July 2024
China nationalizes rare earth resources
China introduced stringent regulations on rare earth elements, effective from October 1.
Friday 28 June 2024
China's HBM demands account for 7% of 2024 global total
High Bandwidth Memory (HBM) is becoming the core of the High-Performance Computing (HPC) arms race.
Friday 28 June 2024
South Korean battery makers could benefit from Tesla 46800 cell production headache
Media reported that Tesla was considering ceasing production of 46800 cells due to multiple difficulties.
Friday 28 June 2024
Taiwanese official expects more ICT investments in India
A Taiwanese top official expects more suppliers in the ICT ecosystem to invest in India, as the bilateral economic ties are deepening because of global supply chain relocation.
Friday 28 June 2024
South Korea's AI and chip talent drain threatens 'national security' amid stark salary gap with US
South Korea faces a severe talent drain in the AI and semiconductor sectors due to a stark salary gap compared to their US counterparts, posing a national security threat as these...
Friday 28 June 2024
Next-level AI assistants: Apple's Siri vs. Huawei's Xiaoyi
Apple introduced Apple Intelligence at its June 11, 2024 Worldwide Developers Conference (WWDC), followed by Huawei unveiling HarmonyOS NEXT on June 21.
Friday 28 June 2024
Hyper-NA EUV to debut in 2030, primes foundry market for transformation
As semiconductor technology advances towards 1-2 nanometer (nm) processes, extreme ultraviolet (EUV) lithography equipment is undergoing generational changes. The next-generation...
Friday 28 June 2024
Samsung in talks to join UALink alliance and bolster competition against Nvidia
The Ultra Accelerator Link (UALink) alliance, which saw the gathering of many IT giants, is committed to challenging the NVLink ecosystem, an AI chip accelerator interconnect technology...
Friday 28 June 2024
How is Taiwan holding strong in the global chip race?
Taiwan's semiconductor foundry industry has solidified its position as an indispensable player in the global semiconductor...
Friday 28 June 2024
SiFive seizes opportunity in embedded solutions, seeing robust RISC-V growth
SiFive is seeing the golden opportunity to grow RISC-V adoption in the embedded solutions IP market while its competitor voluntarily retreats from the market.
Friday 28 June 2024
Foxconn Indian operations highlight cultural differences and third-party recruitment challenges
Due to the diversification of global supply chains and strong demands from customers, Foxconn's increasing investments in India have garnered significant attention.
Friday 28 June 2024
MWC Shanghai opens with focus on AI, 5G-A
As China marks the fifth anniversary of the commercialization of 5G mobile networks in 2024, 5G Advanced networks (also known as 5.5G or 5G-A) have begun to attract much attention.
Friday 28 June 2024
China-based chipmaking tool provider delays R&D facility operation amid regulatory and operational issues
ACM Research Shanghai, one of the major semiconductor equipment providers in China, decided to postpone the operation of its R&D facility in Shanghai to mid-2025.