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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
Wednesday 26 June 2024
Challenges to Singapore's semiconductor surge: high costs, limited space and regional rivalries
Singapore is attracting major semiconductor investments, thanks to its strong labor force, advanced research capabilities, and solid manufacturing infrastructure.
Wednesday 26 June 2024
Apple's unique bets on M-Series chips for AI servers
Unlike other major tech companies that heavily rely on Nvidia GPUs for training and inference tasks of Large Language Models (LLM), Apple's Apple Intelligence server chips are unique...
Wednesday 26 June 2024
Indian electronic component production value set to surge fivefold by 2030
Due to government policy, India's electronics and component production values are expected to grow fivefold by the end of the decade. However, challenges remain as India still relies...
Wednesday 26 June 2024
SK Hynix thrives in HBM market while Samsung awaits Nvidia certification
SK Hynix's performance outlook in the High Bandwidth Memory (HBM) market has garnered optimism from South Korea's securities industry, driven by major customer orders from NVIDIA,...
Wednesday 26 June 2024
Don't get misled by Germany. Europe's demand for EVs stronger than anticipated
Germany terminated its EV subsidy at the end of 2023, casting a shadow over Europe's EV sales in 2024.
Wednesday 26 June 2024
Malaysia fast becoming semiconductor hub
Malaysia is fast becoming a semiconductor hub in Southeast Asia, with efforts being devoted particularly to expanding its advanced packaging, IC design, and AI sectors.
Wednesday 26 June 2024
Chinese DRAM maker CXMT to build new fab in Shanghai
Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT) has received government approval to establish a new manufacturing site in Shanghai, according to industry sources.
Tuesday 25 June 2024
Wistron to invest US$24.5 Million to build new factory in Vietnam's Ha Nam Province
Taiwan-headquartered electronics manufacturer Wistron, a major Apple supplier, is investing $24.5 million in a new factory in Vietnam's northern province of Ha Nam, according to a...
Tuesday 25 June 2024
Dongfeng Nissan shifts toward EVs as it closes one gasoline car plant
Nissan Motor recently announced that Dongfeng Nissan, its joint venture in China, had shut down production at a facility in Changzhou last week. The act was part of Nissan's efforts...
Tuesday 25 June 2024
Global rare earth supply chain restructures amid nations endeavoring to curb reliance on China
The global rare earth supply chain is undergoing a restructuring as countries actively invest in the sector to reduce their reliance on China, especially for permanent magnets used...
Tuesday 25 June 2024
Localization and multilingual preservation: Asia's Generative AI strategy
A recent report from UK research firm Omdia reveals a stark contrast in AI development strategies between American and Asian companies. While US firms heavily invest in Artificial...
Tuesday 25 June 2024
India tightens visa rules for Chinese nationals amid geopolitical strain, impacting electronics industry supply chain
Amid souring ties over geopolitical tensions, India has been tightening visas for incoming Chinese nationals, which Indian electronics industry insiders believe to have a negative...
Tuesday 25 June 2024
China-based startup unveils homegrown DPU
China-based startup Yusur has launched its third-generation Data Processing Unit (DPU), K2 Pro, which goes beyond offloading CPU tasks in data centers to enhance overall performance...
Tuesday 25 June 2024
Made-in-US lithium battery cells show production delay
In-house production of lithium battery cells by some US-based manufacturers is not going as smoothly as expected due to delays in factory construction and manufacturing progress,...
Monday 24 June 2024
ByteDance and Broadcom in talks to develop advanced AI chip
ByteDance Ltd. and Broadcom Inc. have discussed a potential collaboration on an AI processor to help bolster the TikTok parent's development of that technology.