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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 8 July 2024
Mixed 618 results in China cloud forecast for Taiwan IC design houses
The recent 618 sales event saw mixed results across different product categories. While smartphones and displays experienced growth, sales of PCs and TVs did not meet expectations.
Friday 5 July 2024
China still relies heavily on Nvidia AI chips despite Huawei's best efforts
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted...
Friday 5 July 2024
Foxconn Indian subsidiary reportedly faces executive exodus, facility closure amid declining Xiaomi orders
Foxconn's expansion of iPhone manufacturing in India is contrasting sharply with the challenges faced by its local subsidiary responsible for Android smartphone production. Bharat...
Friday 5 July 2024
Indian mobile industry seeks lower import duties to boost global competitiveness
Ahead of the upcoming Union Budget 2024-2025, the Indian Cellular & Electronics Association (ICEA) is urging the Indian government to reduce import duties on electronics manufacturing...
Friday 5 July 2024
Top China-based smartphone vendors reportedly looking for local production or distribution partners in India
Amid rising regulatory pressure in India, China-based smartphone vendors are reportedly talking with India-based partners for joint ventures.
Friday 5 July 2024
South Korean 8-inch wafer foundry to engage in SiC and GaN business
South Korean 8-inch wafer foundries are accelerating their investments in next-gen power semiconductors. Facing fierce competition from established global manufacturers and Chinese...
Friday 5 July 2024
IRA local sourcing requirements hit US-based EV startups
Despite the Biden Administration's push for EV supply chain localization through policies like the Inflation Reduction Act (IRA), the recent Fisker bankruptcy suggests these policies...
Friday 5 July 2024
China plays down importance of lithography tools in semiconductor challenges
China seems to be deliberately playing down the importance of lithography tools as it identifies the challenges for the development of its semiconductor industry in a recently published...
Friday 5 July 2024
Tesla reportedly delays investment plan in India amid slowing EV market
Following the cancellation of Tesla CEO Elon Musk's visit to India, reports suggest that the electric vehicle (EV) maker may postpone its potential investment in the country due to...
Thursday 4 July 2024
Chinese EVs defend market share in Europe as trade tension escalates
Chinese electric-car brands held on to their share of the slumping European EV market in May, ahead of new tariffs designed to protect local carmakers from their lower-cost imports...
Thursday 4 July 2024
Apple's AI strategy faces challenge in China as iPhone sales decline
At the 2024 Worldwide Developers Conference (WWDC), Apple unveiled its AI plans, introducing "Apple Intelligence" and attracting public attention.
Thursday 4 July 2024
South Korea strives to boost EDA competitiveness
Lee Jong-ho, Korea's Minister of Science and ICT, reportedly arranged a meeting with semiconductor Electronic Design Automation (EDA) professionals to gain insights into the local...
Thursday 4 July 2024
China now only supports promising chip firm consolidation amid doubling IPO terminations
Under China's "high-quality productivity" initiative, an increasing number of China-based chip startups have seen their IPO processes withdrawn or terminated to support mergers and...
Thursday 4 July 2024
Huawei affirms no-car-making stance, sells AITO assets at discount to Seres
Seres plans to acquire AITO trademarks and patents from Huawei. This sale, reportedly at a discounted price, reinforces Huawei's commitment against car manufacturing, highlighting...
Thursday 4 July 2024
China's 618 PC market faces depression, peak 3Q24 in doubt
China's 618 PC sales have been disappointing, casting a shadow over the upcoming summer and back-to-school sales seasons.