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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
Friday 17 January 2025
Apple's China crisis: 4Q24 iPhone shipments plunge 25% despite market leadership
On January 16, 2025, Canalys reported that iPhone shipments in China fell by 25% in the fourth quarter of 2024, while Huawei's shipments rose by 24% during the same period. This significant...
Friday 17 January 2025
China plans battery tech export curbs ahead of Trump's return
China is reportedly planning to implement export restrictions on technologies critical for manufacturing battery components and refining key minerals such as lithium and gallium....
Thursday 16 January 2025
TSMC drives record investment into US, Japan in China decoupling
Taiwan's companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from worsening...
Wednesday 15 January 2025
US-China export controls: why Beijing’s long-term leverage is waning
The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However,...
Wednesday 15 January 2025
US AI chip export control looms over China cloud computing giants
The latest US restrictions on AI chip exports have sent shockwaves through the global tech industry, casting a shadow over China's burgeoning tech sector. The restrictions create...
Wednesday 15 January 2025
US tightens AI chip restrictions, threatening China's autonomous vehicle ambitions
The Biden Administration seized the opportunity during its last days in office to introduce new regulations for artificial intelligence (AI) chip controls, categorizing China as a...
Wednesday 15 January 2025
China SiC makers hit by quality concerns amid 301 probe
Chinese silicon carbide (SiC) substrate manufacturers are facing mounting pressures as quality issues and a looming US trade investigation threaten their market position. Despite...
Wednesday 15 January 2025
US chip curbs accelerate China's push in autonomous vehicles and AI robotics
The US's tightened semiconductor restrictions have propelled China's drive for self-sufficiency, spurring advancements in autonomous vehicles, AI robotics, and industrial-grade semiconductors...
Tuesday 14 January 2025
US sharpens focus on China's semiconductor ambitions with new lithography sanctions
To curb China's domestic advancements in semiconductor technology, particularly in photolithography, the US Department of Commerce (DOC) has recently intensified its efforts against...
Tuesday 14 January 2025
How US chip sanctions threaten Nvidia's global stronghold
Nvidia has voiced strong opposition to the Biden administration's proposed AI chip export restrictions, calling them a "sweeping overreach" that would impose "bureaucratic control"...
Tuesday 14 January 2025
Acer's Asia Pacific operations to grow against trend, says company exec
Uncertainties will cloud the forecast in the Asia Pacific region in 2025, according to Acer's president of Pan-Asia operations Andrew Hou. Even so, the company still expects high...
Tuesday 14 January 2025
China's rumored interference disrupts Apple's India supply chain shift
China's government is reportedly interfering with Apple's efforts to relocate its supply chain, creating significant challenges for manufacturing partner Foxconn in its expansion...
Tuesday 14 January 2025
China advances RISC-V development to counter US chip restrictions
RISC-V architecture has become the center of China's strategy to reduce reliance on US chip imports and strengthen its domestic semiconductor industry. With government backing, the...
Tuesday 14 January 2025
Rapidus tackles three major challenges; initial production yield target set at 50%
Prior reports indicated that Rapidus is on track to secure orders from Broadcom, with plans to deliver 2nm chip prototypes by June 2025.This positions Rapidus to successfully mass-produce...
Monday 13 January 2025
China's dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs
China's recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China's regulations, effective in...