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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 23 May 2024
Taiwan foundries gain PMIC orders shifted from China
Taiwanese foundries have seen customers switch orders for Power Management ICs (PMIC) from Chinese chipmakers in the wake of the US decision to raise tariffs for semiconductor imports...
Wednesday 22 May 2024
Research Insight: G2 creates opportunities for diversified development of Vietnamese chip industry, but challenges remain
While the US-China technology rivalry and the resultant G2 framework have prompted the semiconductor industry to diversify production risks, Vietnam is emerging as an attractive location...
Wednesday 22 May 2024
Taiwan's new president takes hard line on Beijing, eyes economic resilience
Lai Ching-te has officially assumed office as the 16th President of Taiwan, signaling a firm stance towards Beijing. His inaugural speech made clear that the new administration will...
Wednesday 22 May 2024
Huawei's automotive business unit profits in 1Q24
Five years after commencing its automotive ambition, Huawei said the unit has come out of the red. Richard Yu, Huawei's chairman of the smart car solutions business unit, recently...
Wednesday 22 May 2024
Audi partners with SAIC to develop China-specific EV platform; first vehicle to come next year
Premium carmaker Audi has deepened ties with its Chinese partner SAIC Motor as Western automakers try to catch up in the world's largest EV market.
Wednesday 22 May 2024
PCB suppliers optimistic about iPhone's AI benefits; Huawei's flagship smartphone chips face supply shortage
In 2024, the consumer electronics market is gradually recovering. However, there are mixed signals in the end-user application market, with some reports suggesting bleak prospects...
Wednesday 22 May 2024
Industries struggle with workforce imbalance as tech talent flocks to semiconductors
According to PwC's 2024 AI Jobs Barometer, AI job growth has outpaced the overall job market by a factor of 3.5 since 2012. An analysis of 2023 salary data and job requirements from...
Wednesday 22 May 2024
Japan vows to make 12 million software-defined vehicles by 2030
Japan is trying to catch up with the US and China in the Software-Defined Vehicle (SDV) segment.
Wednesday 22 May 2024
GF names new head for China market, but challenges ahead
GlobalFoundries (GF) has appointed a new head for its operations in Asia with a particular focus on China, but market observers said the company faces an uphill battle in China.
Wednesday 22 May 2024
AMD submits application to establish R&D center in Taiwan, says MOEA
Taiwan's Department of Industrial Technology (DoIT) under the Ministry of Economic Affairs (MOEA) has confirmed that AMD has submitted an application to establish an R&D center...
Tuesday 21 May 2024
'Leadership is not forever': Pompeo urges Taiwan to continually innovate to maintain chip dominance
Former US Secretary of State Mike Pompeo visited Taiwan to attend the inauguration of Taiwan's fifth elected president on May 20, 2024.
Tuesday 21 May 2024
ASML and TSMC can disable chip machines if China invades Taiwan
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have ways to disable the world's most sophisticated chipmaking machines in the event that China invades Taiwan, according...
Tuesday 21 May 2024
Alibaba sparks China AI price war with spate of steep discounts
Alibaba Group Holding Ltd. slashed prices for a clutch of artificial intelligence services by as much as 97%, spurring an immediate response from Baidu Inc. in potentially the start...
Tuesday 21 May 2024
Concerned about market restrictions in China, Sony expands its CIS market share outside of China
Sony's semiconductor business, namely the Imaging & Sensing Solutions Segment primarily driven by CMOS Image Sensors (CIS), is expected to experience significant growth in the...
Tuesday 21 May 2024
EV rivalry among US, Europe, China stresses top German carmakers
The rivalry among China, Europe, and the US – the world's three largest EV markets – heats up as America and Europe are poised to raise tariffs on Chinese EVs. China has...