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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 26 March 2024
Will PHEV, all-solid-state batteries become new drivers for Chinese battery industry?
As the world's largest battery maker, China must remain vigilant about the industry climate.
Tuesday 26 March 2024
Toppan relocates CIS components production from Japan to China
Japan-based Toppan Holdings has shifted the production of components for CMOS image sensor components (CIS) from Japan to China, increasing local production by 40% as Beijing seeks...
Tuesday 26 March 2024
Huawei chipset spec leak shows chips made using SMIC 5nm process
Huawei Central website quoted a chipset spec sheet leaked onto the Internet, highlighting that the chip is manufactured using the SMIC 5nm process.
Tuesday 26 March 2024
Former TSMC director: China will form its semiconductor system, but hard to compete with others
Retired former TSMC R&D director Konrad Young said China's semiconductor industry will eventually become an independent ecosystem and develop its systems under the US sanctions...
Tuesday 26 March 2024
India on right path in developing semiconductor ecosystem, says experts
Despite initial challenges, industry leaders and experts are optimistic that India is on a trajectory that aligns with developing a robust indigenous semiconductor industry.
Tuesday 26 March 2024
TSMC + Japan: win-win situation or mutual exploitation?
At a recent semiconductor forum hosted by a think tank under Taiwan's National Science and Technology Council (NSTC), former TSMC R&D Director Konrad Young and various scholars...
Tuesday 26 March 2024
Taiwan-based supply chain confirms production cuts at Tesla's Shanghai plant
With Tesla rumored to be slashing production at its Shanghai plant, sources in the Taiwan-based supply chain note that production has been delayed, but overall impact will be limit...
Tuesday 26 March 2024
Apple CEO's Shanghai trip highlights focus on Chinese market
Tim Cook's recent trip to China underscored Apple's emphasis on the Chinese market, where iPhone sales have been reported to be below estimates since 2024.
Monday 25 March 2024
EU takes a sledgehammer to Apple's walled garden
With a mountain of anti-trust lawsuits and monopoly-killing legislation on the horizon, things are getting rotten for Apple.
Monday 25 March 2024
AMD's Lisa Su brings AI PCs to China
Su was accompanied by AMD executives on her trip to Beijing.
Monday 25 March 2024
China's Big Fund III may top US$40 billion to bolster domestic chips and equipment self-production
China is aggressively raising funds to support sustained double-digit annual growth in domestic chip production capacity and cultivate homegrown equipment development for import substitution,...
Monday 25 March 2024
AWS invests US$5.8 billion, to build data centers in South Korea
Amazon's AWS is reportedly planning to construct data centers in South Korea.
Monday 25 March 2024
SEMICON China shows mercury rising in US-China chip war
Chinese exhibitors went full native.
Monday 25 March 2024
Edge computing investments in Japan to reach US$12 billion in 2024, says IDC
Japan's spending on edge computing is expected to reach US$12 billion (JPY1.6 trillion) in 2024, an increase of 12.3% over 2023, according to the IDC Worldwide Edge Spending Guide.
Monday 25 March 2024
China tech giants ramp up efforts in generative AI amid reliance on US technologies
China-based tech giants are intensifying their efforts to enhance and utilize their Large Language Models (LLMs) as services and algorithm filings in China surged over the past year...