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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 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain...
Monday 3 June 2024
Huawei's Ascend AI GPU series gaining traction, Nvidia facing uphill battle in China market
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific...
Friday 31 May 2024
Taiwan businesses urged to shine on global ESG stage
As the urgency of addressing climate change and sustainability issues grows, companies face increasing pressure to adopt comprehensive carbon strategies and embrace ESG principles.
Friday 31 May 2024
Tesla reportedly to register FSD software in China
Tesla is said to proceed with a plan to launch its Full Self-Driving (FSD) software in China. The EV company is on track to register the technology and aims to activate the service...
Friday 31 May 2024
New economic minister: Stable power supply essential to keep semiconductor and AI sectors in Taiwan
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic...
Friday 31 May 2024
Taiwan M&A deals and transactions expected to hit new high in 2024, according to MAPECT
As Taiwan M&A and Private Equity Council (MAPECT) commemorates its 10-year anniversary with the release of the 2024 Taiwan M&A Whitepaper on May 29.
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as...
Friday 31 May 2024
Mitsubishi Electric, Aisin form automotive parts company to counter China's low-cost attack
Mitsubishi Electric, its subsidiary Mitsubishi Electric Mobility, and automotive components supplier Aisin recently announced they will establish a joint venture to make next-generation...
Friday 31 May 2024
India sees third consecutive year of declining FDI inflows
In the past fiscal year, India experienced a decline in FDI inflows due to external factors and domestic investment saturation.
Friday 31 May 2024
Chinese CIS suppliers expand presence in high-end smartphone market
The Chinese semiconductor industry, including the CMOS Image Sensor (CIS) segment, is finding more room for development in the domestic market with the sudden rise of the Chinese...
Friday 31 May 2024
Taiwan IC design firms may face pressure to attract talent
Taiwanese IC design houses may face talent poaching pressure from international tech firms that are expanding their R&D teams in Taiwan.
Thursday 30 May 2024
Samsung boosts workforce at Japan R&D lab to drive chips packaging innovations
Samsung Electronics has recently expanded its workforce deployment at its new packaging R&D base in Yokohama, Japan, to expedite construction and support the development of next-generation...
Thursday 30 May 2024
India reportedly plans to implement import quota for notebooks in October
India introduced an import management system for imported notebooks and tablets, which displeased major exporters.
Thursday 30 May 2024
Low birth rate crisis: government moves to attract foreign talent
Taiwan's demographic challenge is intensifying as the nation grapples with a declining birth rate. In response, the government is amending laws to expand the recruitment and retention...