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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
Wednesday 17 September 2025
South Korea scrambles to match US auto tariff deal granted to Japan
The South Korean government has reportedly decided to embark on urgent negotiations with Washington after the US slashed tariffs on Japanese automobiles, creating a potential pricing...
Wednesday 17 September 2025
Tesla co-founder says future of EV depends on charging networks and cost curves
Martin Eberhard, Tesla's co-founder, recently shared his entrepreneurial insights and outlook on the future of electric vehicles (EVs) in South Korea. He emphasized that the key to...
Wednesday 17 September 2025
BYD and AITO to lead China's overseas EV push
The competition in China's new energy vehicle (NEV) industry has reached a fever pitch. While domestic automakers continue to meet surging demand at home, they are now rapidly expanding...
Wednesday 17 September 2025
Apple taps BOE for iPhone 17 Pro displays, disrupting Samsung-LG duopoly
Apple has reshaped its display supply chain with the launch of the iPhone 17, adding BOE Technology to the Pro model supplier lineup for the first time. This long-anticipated move...
Wednesday 17 September 2025
US Congress targets Huawei's US affiliate, ties with Nvidia under scrutiny amid US-China tech tensions
The House Select Committee on the Chinese Communist Party has launched an inquiry into Futurewei Technologies, the US-based affiliate of Huawei, highlighting the company's close interactions...
Wednesday 17 September 2025
Oracle takes lead in TikTok US deal as Trump extends deadline
The US and China are edging toward a framework agreement that would see TikTok's American operations spun into a new joint venture dominated by US investors, according to The...
Wednesday 17 September 2025
TSMC's US success revives semiconductor ambitions across India, Vietnam, and the Middle East
TSMC's successful establishment of a chip manufacturing plant in Arizona has reignited semiconductor development efforts in countries including India, Vietnam, and Qatar. Industry...
Wednesday 17 September 2025
ASML-Mistral AI partnership marks shift toward Europe's industrial-led AI model
Dutch semiconductor equipment maker ASML Holding has made a significant investment of EUR1.3 billion (approx. US$1.52 billion) in French artificial intelligence (AI) startup Mistral...
Tuesday 16 September 2025
Rare earth shortage reportedly threatens to delay Tata Electronics' wafer fab plans
Tata Electronics' plan to roll out its first semiconductor chip from its Dholera, Gujarat plant by mid-2027 may face delays if India fails to secure sufficient supplies of rare earth...
Tuesday 16 September 2025
US, China outline framework deal on TikTok, but hurdles remain
The US and China have outlined a framework deal to resolve disputes over TikTok's US operations, officials said after trade talks in Madrid. The agreement marks progress toward easing...
Monday 15 September 2025
US adds 23 Chinese firms to entity list as China launches anti-dumping probe on US chip imports
The technological rivalry between China and the US escalated further on September 12, when the US Department of Commerce's Bureau of Industry and Security (BIS) added 23 Chinese companies,...
Friday 12 September 2025
Indian officials say Foxconn remains committed despite Chinese worker departure, outlines India Semiconductor Mission 2.0
Senior Indian semiconductor officials said on September 11, 2025, that Foxconn remains "completely upbeat" about its expansion plans in India despite being forced to send Chinese...
Wednesday 10 September 2025
Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation...
Wednesday 10 September 2025
Switzerland launches open-source AI model Apertus developed by top research institutes
Switzerland has unveiled Apertus, an open-source large language model created through collaboration between the Swiss Federal Institute of Technology in Lausanne (EPFL), the Swiss...
Wednesday 10 September 2025
NXP taps former TI China chief to steer Greater China amid rising competition
NXP Semiconductors has appointed Sandy Hu, a 25-year semiconductor veteran and former TI China president, as senior vice president of sales and marketing for Greater China. She will...