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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 16 April 2024
Top Japanese carmakers solidify EV battery recycling plans as Toyota partners with Minmetals
Meiwa Corporation, a Japan-based chemical material producer, Toyota, and China Minmetals Corporation recently announced they will set up a joint venture for EV battery recycling in...
Tuesday 16 April 2024
China's two ways of building AI GPU ecosystems to compete with Nvidia
Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the elimination and consolidation processes...
Tuesday 16 April 2024
Lam Research to train chipmaking engineers in India under US-India semiconductor partnership
Lam Research signed an MoU with Indian parties to train chipmaking and foundry engineers through virtualization software, part of the US-India strategic partnership to meet a regionalized...
Tuesday 16 April 2024
Taiwan-based Global PMX joins Xiaomi's EV supply chain
Xiaomi is ramping up deliveries of its first EV, SU7, as more suppliers are revealed.
Tuesday 16 April 2024
Japan's semiconductor subsidies eclipse global peers as percentage of GDP
According to data from a consultative council of the Japanese government, subsidies provided to the semiconductor industry by the Japanese government over the past three years have...
Tuesday 16 April 2024
Huawei set to challenge top spot in Chinese PC market with AI PCs, followed by foldable notebooks
Huawei has launched a new notebook, emphasizing that it's an ultra-lightweight AI PC.
Tuesday 16 April 2024
InnoEX 2024: China-based exhibitors nearly double, aerospace and robots gain prominence
AI took center stage at the 2nd Hong Kong International Innovation and Technology Expo (InnoEX) and the 20th Hong Kong Electronics Fair (Spring Edition), as AI technologies and applications...
Tuesday 16 April 2024
Intel urges collaboration between partners from Taiwan and India
At the Taiwan and India Ecosystem Partners Connection event held on April 12, Grace Wang, vice president and general manager at Intel Taiwan, encouraged Intel's partners in Taiwan...
Tuesday 16 April 2024
Tesla reportedly in talks with Tata for chip supply, prioritizes local partners over international giants
Ahead of a meeting between Tesla CEO Elon Musk and Indian Prime Minister Narendra Modi, it is reported that Tesla is talking with Tata Electronics for chip supply and is looking to...
Tuesday 16 April 2024
Despite US subsidies, challenges just about to begin for TSMC and Samsung
TSMC and Samsung Electronics stand to gain from subsidies provided by the US government to a lesser extent, according to sources at semiconductor equipment companies.
Monday 15 April 2024
Samsung gets US$6.4 billion from CHIPS Act, promises to bring HBM and advanced packaging to Texas
The US Department of Commerce (DOC) and Samsung Electronics signed a non-binding preliminary memorandum of terms (PMT) on April 15 to provide up to US$6.4 billion in direct funding...
Monday 15 April 2024
Apple faces worst iPhone slump since COVID-19 as China rivals rise
Apple Inc.'s iPhone shipments slid a worse-than-projected 10% in the March quarter, reflecting flagging sales in China despite a broader smartphone industry rebound.
Monday 15 April 2024
Chinese telecom bidding market rebounds, stoking replenishment demand for network ICs
The Chinese telecom bidding market is on the upswing, as major tenders are being issued by key telecom operators.
Monday 15 April 2024
Amkor, Infineon collaborate to fortify European semi supply chain
Infineon Technologies recently announced a multi-year partnership with Amkor Technology, a leading provider of semiconductor packaging and test services. Both companies have agreed...
Monday 15 April 2024
UK antitrust watchdog sirens market monopoly amid tech giants' AI investments
The UK's Competition and Markets Authority (CMA) cautioned tech giants about their AI investments, citing potential monopolistic behavior.