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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
Friday 3 May 2024
AI fuels Taiwan GDP growth in 1Q24
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers...
Friday 3 May 2024
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.
Friday 3 May 2024
Qualcomm, MediaTek unfazed by Huawei rebound
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Thursday 2 May 2024
Global geopolitical shifts disrupt Taiwanese business strategies in China
In the wake of the Ukraine War, the ripple effects are felt far beyond the Eastern European theater. As China and Iran throw their weight behind Russia, the landscape of global commerce...
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Thursday 2 May 2024
Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business
Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects...
Thursday 2 May 2024
Specialty IC foundry VIS gains shifted orders from China
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...
Thursday 2 May 2024
In-house AI chip R&D of US, China major CSPs
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software...
Thursday 2 May 2024
Tata Electronics to visit PSMC by end of May
A team from Tata Electronics is set to visit Taiwan, specifically PSMC, amidst global efforts towards semiconductor self-reliance.
Thursday 2 May 2024
Intel's AI ambitions stumble as Nvidia dominates
With Nvidia continuing to make waves in the market, the gap between companies attempting to catch up with them in the cloud AI arena continues to widen.
Thursday 2 May 2024
Hyundai, Kia partner with Baidu for Chinese connected car market
Hyundai Motor and its affiliate Kia view software as a crucial element of their future development. The pair targets China's fast-growing connected vehicle market and will collaborate...
Tuesday 30 April 2024
With iPhone sales weak, Chinese/South Korean smartphone and OLED manufacturers take advantage to increase capacity
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize...
Tuesday 30 April 2024
Asahi Kasei to build large battery separator plant in Canada with US IRA subsidy support
Japan's Asahi Kasei has unveiled plans to construct an integrated plant in Ontario, Canada.
Tuesday 30 April 2024
Why Chinese MCU suppliers are eyeing Singapore amid de-Chinafication
Amid the ongoing technology war between the US and China, the intensification of the "de-Chinafication" effect is apparent.