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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
Monday 21 April 2025
China tariffs may undermine US humanoid robotics lead
Analysts warn that the US's escalating tariffs on Chinese imports may undercut the country's ability to stay competitive in the emerging humanoid robotics sector. As the US continues...
Monday 21 April 2025
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current...
Monday 21 April 2025
Hong Kong's trade role dims under US-China tensions
Once hailed as Asia's freest port and a gateway between China and the world, Hong Kong now finds itself increasingly swept up in the geopolitical undertow of US-China tensions. As...
Monday 21 April 2025
Taiwan supports global AI supply chain, says DIGITIMES chairman in new book 'SEMI Country'
As the tariff war between the US and China intensifies, undermining the existing global supply chain order, DIGITIMES chairman Colley Hwang has released his latest book, "SEMI Country."...
Monday 21 April 2025
Nvidia's China workaround crumbles as Huawei, domestic rivals race to fill void
Nvidia's China strategy recently suffered a major blow as the US Department of Commerce placed its China-specific H20 chip under indefinite export control. The move came just a day...
Monday 21 April 2025
Honda accelerates electric two-wheeler push in India with new factory, global export plans
Japanese automaker Honda Motor is ramping up its efforts in India's two-wheeler market, announcing the construction of a new electric scooter manufacturing facility in Bangalore....
Monday 21 April 2025
Jensen Huang's high-stakes gambit: Defying Washington to safeguard Nvidia's future in China
Jensen Huang, the indomitable chief executive of Nvidia, recently grappled with the mercurial and formidable force of US President Donald Trump, whose unpredictability defies conventional...
Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech...
Monday 21 April 2025
AMEC CEO trades US citizenship for China's chip future
Advanced Micro-Fabrication Equipment (AMEC) disclosed in its 2024 annual report that CEO Gerald Yin has given up his US citizenship to reclaim Chinese nationality, a significant move...
Monday 21 April 2025
US strengthens supply chain resiliency as China tightens rare earth controls
Following the imposition of US tariffs, China announced it would enforce export controls on certain rare earth metals—materials critical to sectors like electric vehicles, semiconductors,...
Saturday 19 April 2025
Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered...

Wednesday 16 April 2025
Nvidia's China strategy set back by new US ban on H20 chip
Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...
Tuesday 15 April 2025
The Great Tech Reset 10: China's innovation edge—where business models outrun the tech
Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex...
Tuesday 15 April 2025
Tariff uncertainties prompt supply chain rethink as Trump 2.0 policies evolve
Global supply chain operators are adopting increasingly cautious strategies amid rapidly shifting US tariff policies, with companies accelerating their international production plans...
Tuesday 15 April 2025
TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...