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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 30 April 2024
Premium market, EV exports likely to drive BYD's sales
Chinese EV giant BYD saw weaker revenue and profit growth in the first quarter of 2024.
Tuesday 30 April 2024
Huawei, CATL grow their ecosystems to welcome EV supercharging era
Leading new energy players are establishing their supercharging alliances for EVs.
Tuesday 30 April 2024
Notebook production in Vietnam ramping up
Notebook production in Vietnam has increased dramatically, making the country the second largest source of imports to the US behind China, according to government sources.
Tuesday 30 April 2024
China-made server shipments to US contract
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...
Tuesday 30 April 2024
Tesla cars pass Chinese data security requirements
Tesla's electric vehicles (EV) have obtained certification for data security requirements in China.
Monday 29 April 2024
Musk leaves China with Tesla driving software hurdles cleared
Elon Musk's quick visit to China paid immediate dividends, with Tesla Inc. clearing two key hurdles to introduce its driver-assistance system to the world's biggest auto market.
Monday 29 April 2024
BYD shares face earnings test as China's EV price war heats up
After getting a jump on competitors in the latest round of China's electric-vehicle price war, BYD Co. now faces a key test of proving that it can withstand the impact on profits.
Monday 29 April 2024
Apple's supply chain expands presence in Southeast Asia, with Vietnam leading the way
Apple recently released its global supplier list for fiscal year 2023 (FY23).
Monday 29 April 2024
With Dimensity 9400 coming in 2H24, MediaTek's flagship SoC aims for 30% market share in China
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed...
Monday 29 April 2024
US probe into China's RISC-V role casts shadow on Samsung's AI chip ambitions and foundry biz expansion
Samsung Electronics has been actively promoting the open-source instruction set architecture, RISC-V, as a crucial technology for developing next-generation AI chips. However, the...
Monday 29 April 2024
Excess inventory becomes a risk with no brake on semiconductor investment
After the successive introduction of chip acts in the United States, the European Union, and Japan, a global trend of building chip fabs has emerged.
Monday 29 April 2024
Musk's China visit suggests Tesla's push to accelerate FSD deployment
Tesla CEO Elon Musk paid an unannounced visit to China on April 28. His main goal is reportedly accelerating the rollout of Tesla's Full Self-Driving (FSD) software in China. Coincidently,...
Monday 29 April 2024
KYEC leaves China amid OSAT shift toward Southeast Asia
King Yuan Electronics (KYEC) decided to sell its assets in China, another Taiwan-based OSAT major leaving China, as the US-China geopolitical tensions are reshaping the OSAT indust...
Monday 29 April 2024
Topco Senior CEO says geopolitics creates business opportunities
The global supply chain for semiconductors is undergoing far-reaching changes due to the geopolitical influence of major countries.
Friday 26 April 2024
Huawei's 7nm chip capability and HBM development reflect China's advanced processes ambition
Huawei continues its relentless journey towards chip self-sufficiency, showcasing signs of China's further advancements in advanced manufacturing processes.