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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 19 March 2024
Nvidia GTC 2024 to feature TSMC
As a proud sponsor, TSMC will be featured at Nvidia's 2024 GPU Technology Conference (GTC).
Monday 18 March 2024
Huawei to see automotive BU achieve profitability this year
Huawei's automotive business unit will likely become profitable earlier than expected. Richard Yu, chairman of Huawei's Intelligent Automotive Solutions (IAS), said on March 16 that...
Monday 18 March 2024
Foxconn subsidiary reportedly in talks to set up facility in India
A Foxconn subsidiary is reportedly discussing investing in India, as an increasing number of smartphone suppliers are clustering in southern parts of the country.
Monday 18 March 2024
Suppliers say Chinese EVs losing momentum due to three critical issues
China-based EV makers have expanded overseas aggressively as demand slows down globally. However, automotive suppliers said the Chinese EV's momentum will likely end soon as its smart...
Monday 18 March 2024
Intel CFO admits IC design firms not placing big foundry orders for 18A
Intel CFO David Zinsner recently told investment bank analysts that Intel is still one of the big customers of TSMC and will continue to outsource chip production to TSMC in a conference...
Monday 18 March 2024
SK Innovation puts Chinese battery subsidiary into liquidation as SK On scales
South Korea-based SK Innovation's Chinese battery subsidiary, Blue Dragon Energy, will go into liquidation as its business scope overlaps with SK On, the SK Group's rising battery...
Monday 18 March 2024
Huawei global revenue returns to 'normality' in 2023 after weathering severe tests
Huawei held a partner summit on March 14-15, 2024. David Wang, executive director and chairman of Huawei's ICT Infrastructure Managing Board, pointed out from the outset that Huawei...
Monday 18 March 2024
India lowers EV import duty to attract Tesla investments
India approved a reduction in EV import duty for companies setting up manufacturing facilities to attract foreign investments in the EV industry.
Friday 15 March 2024
US injects US$1b into Philippines' tech and EV sectors, aims to double chip production
US Commerce Secretary Raimondo recently announced a US$1 billion investment into the solar, EV, telecom, and digitalization sectors of the Philippines during her visit to the count...
Friday 15 March 2024
Nissan and Honda eye partnership in EV race
In a bid to navigate the increasingly competitive landscape of electric vehicle (EV) transition, Japanese automotive titans are showing signs of forging strategic partnerships.
Friday 15 March 2024
Globalfoundries reportedly to implement personnel restructuring in Singapore and Taiwan amid speculation of job relocation to India
US-based pure-play foundry GlobalFoundries is said to be in the midst of personnel restructuring, with speculation suggesting a relocation of certain job roles from Singapore and...
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Friday 15 March 2024
Can Samsung compete with Intel and TSMC by splitting its foundry business?
Samsung Electronics, which aims to become the world's leading semiconductor foundry by 2030, still faces challenges breaking through TSMC's high market share in customer competitio...
Friday 15 March 2024
Taiwan-Japan Economic Summit galvanizes semiconductor collaboration amidst global trade shifts
Experts from key industries and government officials from Japan and Taiwan gathered at the 2024 Taiwan-Japan (Kyushu) Economic and Trade Forum to discuss strengthening collaboration...
Friday 15 March 2024
Intel plays China risk card in foundry competition against TSMC
TSMC is miles ahead of its competitors in foundry services and Intel has been trying to hit the Taiwanese rival where it hurts by frequently emphasizing the risks of concentrating...