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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 27 February 2024
Over 300 Chinese firms attend MWC 2024
Over 300 Chinese companies are exhibiting at the ongoing MWC 2024, demonstrating their commitment to the European market.
Tuesday 27 February 2024
Mirror on the wall... will Intel become 2nd largest foundry in the world? Perhaps, but...
Intel CEO Pat Gelsinger wants the company to become the world's second-largest foundry service provider by 2030. With the right partners, it may achieve the goal faster than expected...
Tuesday 27 February 2024
Thailand's notebook industrial cluster takes shape, with Quanta on pace to surpass production target
Leading ODM Quanta Computer is well ahead of its own projected progress for manufacturing notebooks at its Thailand facilities, say sources in the supply chain: monthly production...
Monday 26 February 2024
Li Auto CEO Li Xiang schools the Chinese government on US auto history
Li Auto CEO Li Xiang has urged Beijing to establish a system for automotive mergers and acquisitions.
Monday 26 February 2024
China AIoT market
AI-enabled products as a proportion of China's IoT market have been increasing year after year with AI has grown to become more important for related products
Monday 26 February 2024
Japanese automakers pivot to India in EV race
Japanese automakers are playing catch-up in the electric vehicle (EV) market, trailing behind their global competitors. With Japan-made EVs struggling to gain traction in key markets...
Monday 26 February 2024
Regionalized production threatens Chinese EV export momentum
China saw its electric vehicle (EV) exports, including hybrids and battery-powered versions, surge over the past year as the economy solidified its position as an EV manufacturing...
Monday 26 February 2024
SK Hynix reportedly to mass produce HBM3E in March, seizes opportunity to supply Nvidia
SK Hynix is reported to commence mass production of the fifth-generation High Bandwidth Memory (HBM) HBM3E in March 2024, once again leaping ahead of competitors Samsung Electronics...
Monday 26 February 2024
Toyota and Chiyoda forge alliance to revolutionize hydrogen energy production
Toyota has unveiled a groundbreaking partnership with Chiyoda Corporation to revolutionize hydrogen energy production and expedite its widespread adoption, set to reshape the landscape...
Monday 26 February 2024
China Mobile launches world's first 6G test satellite. Why it matters?
China Mobile, which boasts the world's largest number of mobile users, successfully launched the world's first 6G architecture test satellite recently, marking a significant milestone...
Monday 26 February 2024
US-based chip firms vying for investment opportunities in India
As the chip ecosystem rapidly evolves in India, US-based semiconductor firms are expanding their investments, with Qualcomm expecting US$1 billion in India in 2024.
Monday 26 February 2024
How will Samsung respond to Intel's entry into 1.4nm race?
Eyeing AI business opportunities, Intel has announced its plans to launch the 1.4nm process by 2027. This reflects the company's ambitious goal of transitioning into an AI semiconductor...
Monday 26 February 2024
TSMC says 2nd fab in Arizona reaches topping out milestone
TSMC Arizona recently reached a "topping out" milestone for its second semiconductor manufacturing facility in Phoenix, Arizona.
Monday 26 February 2024
Morris Chang: JASM will improve chip resiliency and start a semiconductor Renaissance in Japan
Japan Advanced Semiconductor Manufacturing, Inc. (JASM), a majority-owned subsidiary of TSMC, held the opening ceremony of its first fab in Kumamoto on February 24, 2024. It has created...
Friday 23 February 2024
German businesses in Taiwan impacted by cross-strait tensions, highlighting importance of energy resilience
The German Trade Office Taipei has released its Business Confidence Survey Report 2023/2024. The survey, conducted between November 15, 2023, and January 12, 2024, had a response...