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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 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Tuesday 21 January 2025
The renewed US-China drone dispute: Taiwan's strategic position
With Trump's return to the White House, global industries are anticipating shifts in sectors like drones, particularly in response to potential drone bans targeting China. As China...
Tuesday 21 January 2025
US chip restrictions disrupt Samsung's plan to gain foothold in China
The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen...
Tuesday 21 January 2025
Poland is now under US sanctions, cut off from advanced tech
Poland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency...
Tuesday 21 January 2025
The rise and fall of SDP and the Japanese LCD industry
Sharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus...
Tuesday 21 January 2025
China countermeasures target US mature process chips, TI underfire
In response to US sanctions and subsidies benefiting American chipmakers, China has announced countermeasures targeting the industry. Among the few American companies dominating this...
Tuesday 21 January 2025
Socionext eyes 2nm chip development, weighs Rapidus as TSMC alternative
Socionext, a Japanese IC design house, is advancing plans to develop semiconductor products utilizing 2nm process technology in North America. While the company considers Rapidus,...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
GlobalFoundries to invest US$575 million in advanced packaging center in the US
GlobalFoundries has unveiled plans to invest US$575 million in a cutting-edge advanced packaging and photonics center at its Malta, New York, facility. This ambitious project is designed...
Monday 20 January 2025
Apple slashes China iPhone prices ahead of trade-in subsidies launch
China's trade-in program officially begins on January 20, 2025, introducing subsidies for purchasing smartphones, tablets, smartwatches, and fitness bands. In response, Apple has...
Monday 20 January 2025
TSMC secures first US$1.5 billion subsidy, expects funding continuity under Trump
Despite concerns over President-elect Trump's criticism of Taiwan's alleged semiconductor industry appropriation, TSMC's CFO Wendell Huang expressed confidence that the company will...
Monday 20 January 2025
China's 'Starlink' ambitions face multiple challenges in LEO satellite race
Qianfan Constellation, often referred to as China's version of Starlink, has announced its plans to deploy 13,904 low-Earth orbit (LEO) satellites by 2030. The project, while ambitious,...
Monday 20 January 2025
China condemns Biden's final chip restrictions as 'irrational'
Chinese industry experts have denounced the latest US chip restrictions on China as President Joe Biden's "final act of irrationality" before leaving office, with the measures taking...
Friday 17 January 2025
Japan chip tool makers turn cautious on China uncertainty
Japanese chip gear makers trimmed their revenue forecast for fiscal 2025, citing fears of a slowdown in spending in China as well as by makers of automotive and power chips.