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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 7 May 2025
China EV makers hit the brakes on autonomy after fatal Xiaomi crash
The fatal crash involving a Xiaomi SU7 and three students has sparked nationwide backlash and triggered a fundamental shift in how Chinese automakers market self-driving technology...
Wednesday 7 May 2025
Taiwan dollar surge sparks fresh calls for AI-led industrial upgrade
A sharp appreciation of the New Taiwan dollar has reignited debate over Taiwan's next economic transformation. Paul Peng, chairman of the Taipei Computer Association (TCA), recalled...
Wednesday 7 May 2025
Strong NT dollar spurs capital inflows, but 'they’re just migratory birds,' says Pegatron chair
As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
Japanese companies significantly boost investment in India following 'Make in India' and PLI schemes
According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI
Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed...
Tuesday 6 May 2025
Tata reportedly in talks to onboard NXP semiconductors for OSAT facility
Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly...
Tuesday 6 May 2025
Rare earth prices surge 210%: EV, robotics, defense supply chains on the line
As China imposed export controls on seven critical medium and heavy rare earth elements in early April, a buying frenzy has gripped the international rare earth market. Within a month,...
Tuesday 6 May 2025
Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation
Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain...
Tuesday 6 May 2025
NT$ shock, US tariff fears slam Taiwan's export-reliant semiconductor sector
Taiwanese exporters are facing mounting pressure from a surging New Taiwan dollar (NT$) and escalating US tariff threats. Industry estimates suggest that the combined effect of existing...
Tuesday 6 May 2025
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...
Monday 5 May 2025
Lip-Bu Tan's Intel: leaner, flatter, and betting big on packaging

Intel is undergoing its most sweeping transformation in decades under new CEO Lip-Bu Tan, who is steering the company away from the ambitious—but...

Monday 5 May 2025
Samsung's delayed Texas chip plant faces leaner tax deal and hard 2026 cutoff
Samsung Electronics has renegotiated a tax incentive package with the city of Taylor, Texas, after delays pushed back the launch of its US$18 billion chip foundry by nearly two years...
Monday 5 May 2025
Texas emerges as key battleground in AI server race with US tariff push
President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...