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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 22 April 2025
Taiwan adopts 'Three-Chains' strategy amid intensifying US-China rivalry
Taiwanese government officials warn that the intensifying US-China rivalry is reshaping the world's economic landscape with unpredictable consequences. In response, Minister of Foreign...
Tuesday 22 April 2025
China's CIS turn spurs a foundry revival at legacy nodes
As US-China tensions escalate, semiconductors have emerged as a strategic flashpoint. Beijing has tightened oversight of chip origin labeling, with the China Semiconductor Industry...
Tuesday 22 April 2025
Belt and Road Initiative 2.0: COMAC makes high-profile push into SEA skies
The Belt and Road Initiative (BRI), once shadowed by international concerns over China's overseas expansion, is now entering phase 2.0 amid the intensifying US-China trade war and...
Tuesday 22 April 2025
Sunwoda boosts Vietnam investment amid strong 2024 profit and global expansion plans
Chinese battery manufacturer Sunwoda, an Apple product supplier, is set to increase its investment in Bac Giang, Vietnam. According to The Investor, environmental assessment...
Tuesday 22 April 2025
US Vice President visits India to boost ties, address trade issues amid tariff concerns
US Vice President JD Vance began a four-day visit to India on April 21, 2025, aiming to strengthen bilateral ties and address trade concerns, especially amid potential US tariffs...
Tuesday 22 April 2025
TSMC Arizona could break even in 2025 despite overseas losses
While TSMC's overseas fabs recorded losses throughout 2024, the Arizona facility could become profitable by year-end 2025, according to a DIGITIMES analyst, marking a potential...
Tuesday 22 April 2025
US imposes new duties on solar imports from Southeast Asia
The US set new duties as high as 3,521% on solar imports from four Southeast Asian countries, delivering a win for domestic manufacturers while intensifying headwinds already threatening...
Tuesday 22 April 2025
Nvidia CEO lobbies Japan for more power, data centers to fuel AI
Nvidia Corp. Chief Executive Officer Jensen Huang met with Japanese Prime Minister Shigeru Ishiba on April 21 to push for more electricity generation to meet artificial intelligence's...
Tuesday 22 April 2025
Huawei, Tencent, ByteDance scale up AI hiring to counter US tech blockade
As US-China tensions over artificial intelligence reach new heights in 2025, the tech conflict has entered a critical stage. The US Commerce Department has launched an export review...
Tuesday 22 April 2025
IBM CEO sounds alarm on chip supply risk; backs Rapidus as strategic counterweight
As the semiconductor industry shifts toward geographic diversification and manufacturing resilience, IBM CEO Arvind Krishna says Japan-based Rapidus is emerging as a critical player—not...
Tuesday 22 April 2025
Taiwan-Japan chip alliance gets a boost with Fukuoka trade outpost
Taiwan's Ministry of Economic Affairs (MOEA) inaugurated a new Taiwan Trade and Investment Center in Fukuoka on April 21, marking a key step in deepening Taiwan-Japan industrial ties...
Tuesday 22 April 2025
Taiwan's ex-Tech Minister on trade wars: Bet on AI, not tariffs
With Donald Trump returning to the White House, the US-China trade war is intensifying, prompting some analysts to warn of a new Cold War. As Washington rolls out sweeping import...
Monday 21 April 2025
China's JCET hits all-time high in 2024 revenue, cements global OSAT third position
JCET Group, China's top OSAT provider, reported record revenue of CNY35.962 billion (US$4.9 billion) for 2024, up 21.24% compared to the previous year. Net income attributable to...
Monday 21 April 2025
AI gold rush or policy trap? Taiwan IC firms weigh Nvidia's US lure
Taiwanese IC packaging and testing firms express a mix of opportunity and caution as Nvidia's US$500B AI push unfolds. While Nvidia's US-centric AI supply chain creates demand for...
Monday 21 April 2025
Samsung lifts HBM yield as US tariffs loom over China-made chips
South Korean media have reported that Samsung Electronics has made notable progress in developing next-generation high-bandwidth memory (HBM). According to Chosun Biz, the...