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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 21 March 2025
India's PLI scheme falls short of targets, prompting shift to factory subsidies
Since 2019, the Indian government has implemented the Production Linked Incentive (PLI) scheme for 14 industries to attract foreign investment in local manufacturing. Although it...
Friday 21 March 2025
XPeng sees robotics outpacing auto industry, plans commercial focus first
Chinese electric vehicle maker XPeng Motors believes the robotics industry will eventually surpass the automotive sector in scale, though consumer adoption may take several years...
Friday 21 March 2025
Apple reportedly seeks Wipro and LMW as India supply chain expands
Apple is reportedly advancing talks with Indian companies like Wipro and Lakshmi Machine Works (LMW) to diversify its supply chain as the company is actively expanding manufacturing...
Friday 21 March 2025
Japan approves new strategic energy plan aiming for over 40% renewable energy by 2040
The Japanese government has approved the "Seventh Strategic Energy Plan" and "GX 2040 Vision," which establish a medium- to long-term direction for energy policy and promote green...
Friday 21 March 2025
Price war escalates in Chinese smart driving chip market as Qualcomm cuts prices and Nvidia responds
With the rapid development of smart driving technology, competition in China's electric vehicle (EV) market has intensified. Industry sources in China indicate that Qualcomm has cut...
Friday 21 March 2025
Xiaomi's ambitious plans for 2025: Challenging Apple and Tesla
Xiaomi is undergoing a remarkable transformation, with 2025 set to be a pivotal year as it aims to challenge industry giants Apple and Tesla in both the smartphone and electric vehicle...
Friday 21 March 2025
Chunghwa Telecom expands in SEA with smart pole tech for urban development
Chunghwa Telecom is making significant strides in Southeast Asia's rapidly growing smart city market, showcasing innovative smart pole technology that integrates lighting, surveillance,...
Friday 21 March 2025
India's subsidy struggles to attract PC manufacturers: weak local ecosystem and limited market demand
Two years after its launch, India's Production Linked Incentive (PLI) scheme for IT hardware 2.0 has struggled to gain traction, as major brands hesitate to increase production and...
Friday 21 March 2025
Thunder Tiger's unmanned boats to feature in June sea trials

The drone industry is not the only sector benefiting from defense opportunities. Taiwan's policy on unmanned vehicles includes surface and underwater crafts. Recently,...

Friday 21 March 2025
Huawei's US$119B boom: Enterprise business takes the lead in 2024
Huawei hosted the Huawei China Partner Conference 2025 at the Shenzhen Convention and Exhibition Center, bringing together industry leaders and business partners under the theme "Born...
Friday 21 March 2025
NTT to invest US$1.5 billion in India to expand data centers and optical network
Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate...
Friday 21 March 2025
Malaysian IC design houses awaiting details of Arm deal
The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the...
Friday 21 March 2025
China steel unit expands semiconductor business, eyes biomedical growth
Thintech Materials, a subsidiary of China Steel Corporation, is ramping up its semiconductor operations with expected significant growth by 2025, driven by target and evaporation...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Flexibility in 'Nuclear-Free Homeland' policy may pave the way for Maanshan Nuclear Power Plant's continued operation
Amid the rising demand for electricity driven by the expansion of chipmakers, Raymond Greene, Director of the American Institute in Taiwan (AIT), has stated that the US is willing...