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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 21 November 2023
China's aggressive poaching of South Korea's semiconductor talents and resources raises alarm
In recent years, Chinese semiconductor companies have been actively recruiting talent from South Korea and making strategic acquisitions and investments, triggering concerns within...
Tuesday 21 November 2023
Chinese smartphone exports dropped by 500M units in seven years as supply chains restructured
The regional supply chain transfer and restructuring driven by the US-China tech war can be somewhat observed in the latest data revealed by China's General Administration of Customs...
Tuesday 21 November 2023
Xiaomi EV highlights Chinese IC self-sufficiency
Xiaomi's first electric vehicle (EV), the SU7, demonstrates the company's preference for Chinese-made electronics and components.
Monday 20 November 2023
German reliance on 'special funds' highlights the challenge of sustainable investment
Following a November 15 decision from Germany's Federal Constitutional Court against the transferring of EUR60 billion - granted during the Covid-19 pandemic but unspent in fiscal...
Monday 20 November 2023
Recent activities of SMEE and CIOMP show EUV development efforts progressing in China
Chinese semiconductor equipment manufacturers are luring experts to develop their extreme ultraviolet (EUV) lithography equipment to decrease reliance on ASML EUVs, which was blocked...
Monday 20 November 2023
Chinese share in global top supercomputers sees sharp drop amid US chip export curbs
According to the latest supercomputer system ranking, China's position declined sharply after the export restrictions imposed by the US government, with the US widening its lead over...
Monday 20 November 2023
India notebook imports soar in September as vendors eager to avoid supply disruptions
As PC vendors prepared for the festive season amid the Indian government's policy to impose a management system on imported computers, PC imports and shipments rose strongly to meet...
Thursday 9 November 2023
Nvidia H100 boosts supply as Gigabyte targets US$15 billion in annual server revenue
Gigabyte is capitalizing on the surge in demand for Nvidia AI GPUs, coupled with the early normalization of graphics card inventory and a gradual resurgence in demand. The third quarter...
Monday 30 October 2023
Is Huawei stepping out of sanction shadow? Jan-Sept earnings and sales growth don't add up
Although Huawei's smartphone and car business success this year has been hailed as a turning point that left the impact of the US sanctions behind, Huawei's Q1-Q3 earnings numbers...
Friday 27 October 2023
Latest US sanctions drive China to review chiplet capabilities as the way forward
Following the US sanction updates against Chinese semiconductor development on October 17, which established Total Processing Performance and Performance Density as the new parameters...
Wednesday 25 October 2023
YMTC thrives in China amid US sanctions
Despite pressure from US technological sanctions, insiders from the supply chain have disclosed that Yangtze Memory Technology Corporation (YMTC) is capitalizing on its strong presence...
Thursday 5 October 2023
Is Huawei using enigmatic strategy to drive the US into a dilemma?
Huawei unconventionally releasing its Mate 60 Pro 5G smartphone in late August witout prior notice garnered global attention, but during the subsequent official product launch event...