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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 19 February 2025
Hua Hong moves to advanced nodes following intensified legacy node competition
Amid intensifying competition in the mature-node segment, Hua Hong Semiconductor is pivoting toward higher-value process technologies. The company posted a fourth quarter of 2024...
Wednesday 19 February 2025
As Acer takes first swing, will Trump's tariffs spark notebook price hike in North America?
US President Donald Trump's 10% tariff on Chinese imports has prompted Acer to raise US notebook prices by 10%, making it the first brand to respond. However, US-based competitors...
Wednesday 19 February 2025
Baidu's revenue slides after Chinese AI rivalry heats up
Baidu Inc. reported a smaller-than-expected revenue drop, alleviating concerns its internet search and artificial intelligence businesses are buckling under fierce competition.
Wednesday 19 February 2025
SK Hynix expands HBM3E production, boosting Hanmi Semiconductor's growth despite DeepSeek threat
SK Hynix is reportedly expanding its production of fifth-generation, 12-layer HBM3E, with Hanmi Semiconductor and ASMPT expected to lead in equipment orders. Hanmi is set for growth...
Wednesday 19 February 2025
South Korea to invest US$700 million to build domestic On-Device AI chip 'Dream Team'
Despite aspirations to become a comprehensive semiconductor powerhouse, South Korea's global semiconductor market share remains at a mere 3%. The government is launching a major initiative...
Wednesday 19 February 2025
SK Hynix taps VP to lead US HBM packaging facility
SK Hynix has reportedly appointed Vice President Woong-sun (William) Lee to head its newly established semiconductor packaging facility in the US. His leadership will be closely watched...
Tuesday 18 February 2025
Hu Shan Autoparts advances AM 2.0 strategy, eyes growth in North America
As the world's largest aftermarket (AM) car door handle manufacturer, Taiwan-based Hu Shan Autoparts has been actively advancing its "AM 2.0" product strategy in recent years. This...
Tuesday 18 February 2025
Infineon ships first 8-inch SiC product to customers
According to Infineon's press release, the company is advancing its 8-inch silicon carbide (SiC) technology, having released its first products in the first quarter of 2025. These...
Tuesday 18 February 2025
Acer's 10% price hike: Assessing fallout of US tariffs on American firms and Asia
Acer CEO Jason Chen confirmed in a UK interview that the company will raise prices on US-bound laptops made in China by 10% next month in response to Trump's tariffs. He also hinted...
Tuesday 18 February 2025
Trump's off-the-cuff comments stoke global tensions, Taiwan moves to secure high-tech sector

US President Donald Trump has increasingly engaged with the media in unscripted exchanges, often deflecting criticism by blaming former...

Tuesday 18 February 2025
ASE to increase spending in 2025 for expansion, new Malaysia plant reportedly set to open
Global packaging and testing leader ASE Technology Holdings (ASE) expects total capital expenditure (capex) for the year to grow significantly by over 60%, primarily allocated for...
Tuesday 18 February 2025
Automakers recalibrate electrification plans as tariffs, subsidies shift
Global automakers are revamping their electrification strategies amid shifting subsidies and tariff uncertainty. After overestimating demand outside China, industry giants from the...
Tuesday 18 February 2025
Chinese automakers remain ambitious despite US, EU trade barriers
Starting in 2024, Europe and the US have set up trade barriers against imports of battery electric vehicles (BEV) from China. However, Chinese automakers have shifted their export...
Tuesday 18 February 2025
Chinese automakers shift export focus to PHEVs, but may face new trade trade barrier
Chinese automakers are shifting their export focus from battery electric vehicles (BEV) to plug-in hybrid EVs (PHEV), as they seek to circumvent the trade barriers. But their attempts...
Tuesday 18 February 2025
India considers further tariff cuts as US enforces reciprocal tariff policy
In addition to recent reductions in customs duties on imported items and a US-India summit, the Indian government is contemplating further tariff cuts to prevent potential trade retaliation...