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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 16 May 2024
What are the implications for Amazon purchasing minor share in Alchip?
Amazon participated in the private placement for SIP Core provider Alchip, purchasing around a 0.3% share in Alchip for US$16 million. Regarding this move, Bloomberg Opinion...
Thursday 16 May 2024
India reportedly contemplates IP pool for chip startups
Amidst endeavors to cultivate a semiconductor ecosystem, India is purportedly contemplating creating an IP pool for semiconductor startups, mirroring the approach adopted by Taiwan...
Thursday 16 May 2024
Stellantis forms JV with Leapmotor, EU likely to put punitive tariffs on Chinese EVs
European automaker Stellantis has deepened ties with its Chinese partner Leapmotor.
Thursday 16 May 2024
Kai-Fu Lee's 'Wanzhi': China's answer to ChatGPT
Beijing-based startup 01.AI, founded by AI pioneer Kai-Fu Lee has officially rolled out its free AI one-stop platform "Wanzhi" tailored for the Chinese market.
Thursday 16 May 2024
New fab projects to buoy Taiwan equipment and facility suppliers
Taiwan-based companies engaged in fab engineering services and construction, including United Information Systems (UIS), Yankey Engineering, Acter, Marketech International, and Trusval...
Thursday 16 May 2024
South Korean companies to walk tightrope between US tariffs, China's upcoming retaliation
The US announced 25% to 100% tariff hikes on China-made EVs, batteries, semiconductors and other goods. Although the move does not impact South Korean industries for now, companies...
Thursday 16 May 2024
Could massive US tariffs on Chinese EVs harm the US automobile industry instead?
According to a report from Bloomberg, after nearly two years of evaluation, the Biden administration is preparing to target Chinese EVs.
Wednesday 15 May 2024
How will US tariff hike affect China's clean energy industry?
US President Joe Biden announced sweeping tariffs on multiple Chinese goods on May 14. Industry experts said China's lithium-ion battery exports will likely take a significant hit...
Wednesday 15 May 2024
Why is Samsung struggling in the Chinese market?
Samsung Electronics has reclaimed the top position in the global smartphone market in the first quarter of 2024, driven by the strong performance of its Galaxy S24 series. However,...
Wednesday 15 May 2024
Tech titans turn to Southeast Asia's booming digital market for AI growth
In the past six months, Southeast Asia has become a focal point for CEOs of prominent tech companies such as Nvidia, Apple, and Microsoft, attracting a growing number of enterprises...
Wednesday 15 May 2024
Broadcom's AI chip revenue to more than double in 2024 despite China market challenges
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
Wednesday 15 May 2024
US-China trade relationship exacerbates as Biden raises tariffs on Chinese EVs, solar cells, semiconductors
The US government announced the long-waited tariff revision on an array of China-made products on May 14.
Wednesday 15 May 2024
PCB firm Chin-Poon to expand factory site in Thailand
Chin-Poon Industrial, which has a strong production focus on automotive PCBs, has revealed plans to invest an additional THB1 billion (US$27.3 million) in expanding its factory site...
Wednesday 15 May 2024
China catching up in LLM race, says former Google China president
According to Kai-Fu Lee, former head of Google China, the performance gap between the large-language models developed by Chinese and US firms is closing fast.
Monday 13 May 2024
Samsung HBM3E reportedly unable to pass Nvidia verification due to TSMC's standard
Samsung Electronics is currently committed to product verification to supply Nvidia's HBM3E products.