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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 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...
Tuesday 21 May 2024
South Korea's semiconductor subsidy: a bid to attract SMEs
As major countries, particularly the United States, escalate their substantial subsidies for domestic semiconductor production, South Korea's industry is increasingly concerned about...
Tuesday 21 May 2024
Samsung names new semiconductor chief
Samsung Electronics has appointed company vice chairman Young Hyun Jun as the new leader of its Device Solutions (DS) division. Jun will be responsible for overseeing the company's...
Tuesday 21 May 2024
China's internet giants see 1Q24 revenues skyrocket thanks to AI
AI models have now become the new battleground in China's tech industry, with the four leading giants—Baidu, Alibaba, Tencent, and JD, or BATJ for short—all seeking to...
Tuesday 21 May 2024
Naura benefits from China chipmaking tool self-sufficiency
Market sources have identified Naura Technology as the principal beneficiary of China's initiative to achieve self-sufficiency in chipmaking equipment. Revenue for the Chinese fab...
Monday 20 May 2024
China's EV makers taking longer to pay bills amid rising stress
The time it's taking for some of China's electric car makers to pay suppliers is ballooning — a further sign of stress in the nation's increasingly cutthroat auto market.
Monday 20 May 2024
Taiwan-based suppliers concerned whether rising Chinese carmakers could bring stable orders
China's homegrown automakers continue to rise as the country's economy still needs time to recover fully.
Monday 20 May 2024
EVs, smart driving systems fall victim to price war in China's car market
Price slashing has become increasingly common in China's automobile industry, even as the industry progresses from EVs to smart vehicles.
Monday 20 May 2024
Taiwan's private 5G network bridges local innovations with global markets
Private 5G networks are hailed as the "promised land" of the next-generation connectivity revolution. While consumer-facing 5G services already offer more than adequate speeds for...
Monday 20 May 2024
Despite increased EV tariffs, BYD makes its way into US 'backyard'
The US recently raised tariffs on seven key industries in China, with EV imports seeing the biggest hike to 100%. Despite this, leading Chinese EV manufacturer BYD held a high-profile...
Monday 20 May 2024
Indian solar company gradually reducing China dependence
Indian solar energy company Orb Energy has reduced its reliance on Chinese components by over 20% in recent years, in line with the general trend of diversifying supply chains.