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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 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...
Tuesday 25 March 2025
DeepSeek jolt sparks China memory revival, 5-year boom ahead
China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the...
Tuesday 25 March 2025
BYD sales top Tesla as tech focus wins over Chinese drivers
BYD Co's sales last year surpassed the US$100 billion mark, leapfrogging Elon Musk's Tesla Inc on revenue, as the Chinese auto giant wows consumers with a range of electric and hybrid...
Tuesday 25 March 2025
Japanese PCB maker Meiko to join satellite supply chain, challenging Taiwan's dominance
Japan's Meiko is set to become the third supplier in the low-Earth orbit satellite market by 2025, challenging the dominance of Taiwanese manufacturers Compeq and Unitech as geopolitical...
Monday 24 March 2025
Tesla reportedly talking to Tata for EV component sourcing
Tesla is reportedly talking to local suppliers, including those from Tata, amid its supply chain diversification away from China and Taiwan. This move aligns with its goal to sell...
Monday 24 March 2025
Toppan exits LCD panel production with Giantplus divestment, strengthening partnership for 2025 growth
Japanese company Toppan Holdings has decided to divest all its 53.1% stake in Taiwan-based Giantplus Technology, a manufacturer of small and medium-sized LCD panels, marking its exit...
Monday 24 March 2025
Rapidus investment fuels Hokkaido semiconductor talent gap
Rapidus' Hokkaido investment is exacerbating Japan's semiconductor talent shortage. Companies struggle to fill open positions, revealing a critical gap in skilled workers and instructors...
Monday 24 March 2025
Intel Japan chair retires, defends Gelsinger strategies citing 'bad timing'
Kunimasa Suzuki, chairman of Intel KK, the Japanese subsidiary of US semiconductor giant Intel, will retire at the end of March 2025. However, he will continue to serve as chairman...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
India's renewable energy sector sees record growth, says firm serving Tata and Adani
India's renewable energy sector is witnessing an unprecedented surge, with major corporations ramping up investments as demand for clean power grows substantially year-on-year, according...
Monday 24 March 2025
OpenAI, Meta reportedly seek alliance with India's Reliance
OpenAI and Meta Platforms Inc. are each seeking a potential alliance with India's Reliance Industries Ltd., The Information reports.
Monday 24 March 2025
Japanese automakers at a crossroads: How Foxconn could drive EV transformation
For many years, Japanese automotive brands have dominated the global market, each possessing relatively complete ecosystems. However, revolutionary new technologies are subtly changing...
Saturday 22 March 2025
Intel CEO Lip-Bu Tan's appointment sparks renewed hopes for India
Intel's appointment of Lip-Bu Tan as its new chief executive has raised fresh speculation over the company's potential expansion into India's semiconductor sector, particularly in...
Friday 21 March 2025
Apple supplier Wingtech offloads ODM assets to Luxshare in semiconductor pivot
Luxshare Precision Industry announced on March 20 that it will acquire core assets from Wingtech Technology's consumer electronics system integration unit. The all-cash deal, executed...