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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
Thursday 11 January 2024
Chinese EV battery makers CATL and Gotion are forming strategic agreements with automakers
Following the strategic collaboration between Contemporary Amperex Technology (CATL) and JAC Group, China-based Gotion High-tech has formed a strategic partnership with Chery Autom...
Thursday 11 January 2024
Foxconn targets China's EV supply chain with low-key strategies
As Hon Hai (Foxconn) transitions into the electric vehicle (EV) industry, the corporate group as a whole has been seeking out partnerships and opportunities in North America and Southeast...
Wednesday 10 January 2024
The role of the US in global trade orders
The "globalization era" should be counted from the 1960s, when Japan and the Four Asian Tigers created a rare economic miracle by developing their industries one after another, as...
Wednesday 10 January 2024
Notebook brands' lack of orders for Vietnam has left supply chains anxious
The notebook supply chain pointed out that the momentum of US brands shifting production to Vietnam has not met the initial expectations. The lack of orders has left supply chain...
Wednesday 10 January 2024
Chinese Academy of Sciences presents 'Big Chip', leveraging RISC-V Chiplets
The Institute of Computing Technology of the Chinese Academy of Sciences recently published a paper in the journal Fundamental Research introducing their "Big Chip" archit...
Wednesday 10 January 2024
Self-driving chips to be next battleground for US and Chinese vendors
Competition between US and Chinese chip vendors is heating up in the self-driving market segment, according to industry sources.
Tuesday 9 January 2024
Taiwan braces for Chinese 'missile' strike following Defense Ministry comms blunder

On Tuesday afternoon, January 9, residents in Taiwan received a mobile phone alert issued by the nation's Ministry of National Defense (MND) warning that a missile was...

Tuesday 9 January 2024
Huawei's foldable smartphones bear fruit as hardware innovation continues
Huawei has released 8 foldable smartphones over the past 4 years, and the firm secured its leading position in the Chinese foldable smartphone market through continuous hardware technology...
Tuesday 9 January 2024
Nvidia rolls out new chips, claims leadership of AI PC race
Nvidia Corp., whose chip technology dominates in data centers used to create artificial intelligence software, announced new products to help the personal computer industry lure consumers...
Tuesday 9 January 2024
Graphene semiconductor: the brainchild of US-China collaboration
Graphene, which was thought to be an unsuitable material for semiconductors, has made a breakthrough.
Tuesday 9 January 2024
Chinese foundry expansion raises concerns of oversupply and price pressure for Taiwanese mature-process wafer fabs
The continuous expansion of mature process capacity by Chinese foundries is causing significant concerns in the semiconductor industry, as it might lead to oversupply and downward...
Tuesday 9 January 2024
Chinese foundry makers cut service prices to lure Taiwanese IC design customers
Although the inventory correction of the semiconductor industry has finally come to an end in the first half of 2024, Chinese foundry manufacturers Semiconductor Manufacturing International...
Tuesday 9 January 2024
Incoming ASML CEO to visit TSMC, likely to seek orders for High-NA EUV tools
Christophe Fouquet, who has been named ASML's next CEO, will fly to Taiwan to meet with TSMC CEO CC Wei later this week before heading to Samsung Electronics' headquarters in South...
Tuesday 9 January 2024
Foxconn stays ahead of China-based competition in Apple's supply chain game
As China-based suppliers continue to snatch up orders through all available means, many Taiwan-based companies have been transitioning to keep afloat. Amid this pressure, Hon Hai...
Monday 8 January 2024
Chinese EV makers in bankruptcy crisis
Amidst a cutthroat battle for nearly a year in 2023, the Chinese auto market is expected to experience a major elimination round in 2024 with models that have lower-than-expected...