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 23 October 2025

Samsung, SK Hynix race to build US chip capacity

As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully...

Thursday 23 October 2025

Airbus expands in China as US export threats ground Boeing

Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per...

Thursday 23 October 2025

Nexperia crisis threatens disruption to EU and US auto production

The unfolding crisis at Dutch chipmaker Nexperia, a subsidiary of China's Wingtech Technology, is rapidly escalating from a regulatory dispute into a transatlantic warning for the...

Wednesday 22 October 2025

Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call...

Wednesday 22 October 2025

Texas Instruments trims production, tightens focus for a measured recovery

In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...

Wednesday 22 October 2025

Japan to appoint first female prime minister, pledges support for AI and chip industries

Sanae Takaichi, president of Japan's Liberal Democratic Party (LDP), was appointed as the country's new prime minister on October 21, 2025, with cabinet formation to follow. This...

Tuesday 21 October 2025

Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods"...

Tuesday 21 October 2025

SoftBank's ABB acquisition signals Asia's robotics dominance over Europe

SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's...

Tuesday 21 October 2025

Microsoft: Taiwan sees highest number of nation-state cyberattacks in Asia Pacific as AI accelerates threat evolution

More than half of cyberattacks worldwide are financially motivated, and AI is now accelerating the arms race between attackers and defenders, according to Microsoft in its latest...

Monday 20 October 2025

China's rare earth clampdown reopens fault lines in US trade relations

China's rare earth exports plunged in September 2025, reflecting deepening tensions between Beijing and Washington as the world's dominant supplier of strategic minerals tightens...

Monday 20 October 2025

Arrow Electronics regains US export license after delisting from Entity List

The US Department of Commerce has removed export restrictions on Arrow Electronics' China and Hong Kong units, taking the semiconductor distributor off the Entity List. Arrow Electronics...

Monday 20 October 2025

Intel CEO courts Saudi Arabia for chip manufacturing partnership

Intel CEO Lip-Bu Tan met recently with Saudi Arabia's Minister of Communications and Information Technology, Abdullah Al-Swaha, to discuss potential collaborations in semiconductor...

Monday 20 October 2025

Weekly news roundup: Nvidia rises as TSMC's top customer; Netherlands seizes Nexperia; Google considers MediaTek for next Pixel

Below are the top DIGITIMES Asia stories from October 13 to 19, 2025.

Monday 20 October 2025

South Korea forms task force amid China's rare earth crackdown

South Korea's Ministry of Trade, Industry and Energy (MOTIE) has launched a Rare Earth Supply Chain Task Force to shield domestic industries from China's tightened export controls.

Monday 20 October 2025

Micron exits China data center market amid policy restrictions

Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according...

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