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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
    Thursday 20 November 2025
    Trump reportedly prepares 'Genesis Mission' as White House drafts order to curb State AI laws

    US President Donald Trump is reportedly preparing to sign an executive order on Nov. 24 to launch a national artificial intelligence (AI) initiative...

    Thursday 20 November 2025
    Europe's retailers hedge their bets as Chinese carmakers surge

    Chinese new-energy vehicles, propelled by low starting bases and rapid growth, have quickly gained visibility across Europe in recent...

    Wednesday 19 November 2025
    Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments
    Pat Gelsinger, after stepping down as Intel's CEO, continues to influence the semiconductor sector through his role as a venture capitalist. On November 18, he led seven portfolio...
    Wednesday 19 November 2025
    Acer CEO flags China's role in prolonging global memory shortage
    Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...
    Wednesday 19 November 2025
    Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure
    After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley...
    Wednesday 19 November 2025
    SMIC resurges in memory and controller orders amid deepening AI-era crunch
    The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
    Wednesday 19 November 2025
    Santa Clara data centers remain idle due to local power shortages despite completion
    Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by...
    Wednesday 19 November 2025
    South Korea risks losing edge to China in all key exports by 2030, survey shows
    South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
    Wednesday 19 November 2025
    Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact
    Anthropic, an AI startup, has disclosed that a hacker group supported by the Chinese government has exploited its Claude Code tool to automate cyberattacks on a large scale, reportedly...
    Tuesday 18 November 2025
    Pat Gelsinger leads Silicon Valley startups to Taiwan
    Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to...
    Tuesday 18 November 2025
    Taiwan's new laws cripple solar industry, with impacts rippling across supply chains
    Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.
    Tuesday 18 November 2025
    Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks
    Former Google CEO Eric Schmidt has raised concerns about developing countries adopting Chinese AI models, mostly because of cost. According to Business Insider, Schmidt stated...
    Tuesday 18 November 2025
    China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
    Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
    Monday 17 November 2025
    Taiwan labels DeepSeek, four Chinese AI models security threats
    Taiwan's National Security Bureau (NSB) has issued an urgent warning about several China-developed generative AI language models, saying they contain severe security vulnerabilities...
    Monday 17 November 2025
    Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain
    The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting...
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