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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 21 February 2025
SK Hynix CEO sees greater opportunities for semiconductor industry amid DeepSeek's impact
SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China's DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry...
Friday 21 February 2025
China's auto price war nearing a turning point—Trump's tariffs could be an unexpected catalyst
China's automotive market remains caught in an intense price war, with competition becoming increasingly cutthroat over the past two years. This has forced weaker brands out of the...
Friday 21 February 2025
Oppo's Find N5 debuts as world's thinnest and lightest foldable, redefining industry standards
Oppo unveiled its latest flagship foldable phone, the Find N5, on February 20 in Singapore, highlighting the company's advancements in mobile phone research and development. With...
Friday 21 February 2025
Alibaba reports 8% revenue growth in 4Q24, commits to AI and cloud investments
Alibaba Group's financial report for the fourth quarter of 2024 reveals an 8% year-over-year revenue increase, driven by the year-end shopping season. The revenue totaled CNY280.2...
Friday 21 February 2025
BYD, other Chinese auto vendors face CIS shortage
Following BYD's debut of its "God's Eye" intelligent driving system, the already limited supply of 8-megapixel (8M) automotive CMOS image sensors (CIS) has quickly become a shortage,...
Friday 21 February 2025
BYD ignites smart driving war in China's auto market
The fight in China's auto market has shifted from electrification to intelligent driving, as leading new energy vehicle (NEV) maker BYD makes intelligent driving a standard feature...
Friday 21 February 2025
Huawei CEO hints at 'Backup Plan 2.0'; HiSilicon launches new automotive chip
HiSilicon is keen to grow its chip business beyond mobile phones and computing to the automotive industry, according to industry sources in China. During a recent summit for private...
Friday 21 February 2025
Huawei's four-pronged EV offensive: HIMA sets sights on 1 million sales in 2025
Huawei's Harmony Intelligent Mobility Alliance (HIMA) is setting its sights on a 1 million-unit sales target in 2025. The alliance's four key brands—AITO (Seres Group), Luxeed...
Friday 21 February 2025
Xing Mobility unveils immersion cooling battery in Japan
Taiwan-based Xing Mobility showcased its immersion cooling energy storage battery at Smart Energy Week 2025 in Japan, presenting a safer, more efficient solution for the country's...
Friday 21 February 2025
Samsung, Micron ramp up global search for HBM talent
Memory firms are stepping up recruitment efforts, as global demand intensifies for manpower supporting development of semiconductors for AI applications.
Friday 21 February 2025
DeepSeek pushes AI from high-end to accessible for all, says Innolux president
DeepSeek has rapidly emerged as a transformative force as the impact of affordable AI models continues to accelerate. James Yang, President and COO of Innolux, highlighted that DeepSeek...
Friday 21 February 2025
Ex-Samsung executive sentenced for alleged 18nm DRAM tech leak to CXMT
A former Samsung Electronics senior manager was sentenced to seven years in prison and fined KRW200 million (approx. US$138,820) by a South Korean court for allegedly leaking core...
Thursday 20 February 2025
Honda-Nissan merger drama unfolds as alliances shift and Renault strengthens ties with Geely
The proposed merger between Honda and Nissan has taken an unexpected turn, with reports emerging that talks, initially called off, could be revived. In a surprising move, Honda is...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Wednesday 19 February 2025
Trump's plan for display tariffs could boost Korean OLED market while pressuring Apple
South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could...