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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
Thursday 20 March 2025
Infineon plans to double workforce in India by 2030
German semiconductor company Infineon Technologies is planning to double its workforce in India to 5,000 employees by 2030, with a significant emphasis on R&D. Currently, the...
Thursday 20 March 2025
Acer subsidiary Altos Computing rides on Indian AI demand, eyes IPO in India by 2025
Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth,...
Thursday 20 March 2025
Acer ITS charges into Thailand, powers up Taiwan's entertainment machines
Acer ITS is expanding into Taiwan's entertainment machine market, including Pokemon and claw machines, leveraging its expertise in hardware and software integration from public transportation...
Wednesday 19 March 2025
Formosa Town in India: Telangana establishes industrial zone for Taiwanese firms amid geopolitical shifts
In a significant development for Taiwan-India economic relations, the Allegiance Group has signed a major project cooperation agreement with the government of Telangana state in India...
Wednesday 19 March 2025
Sunwoda invests US$1 billion to build Thailand's first EV battery plant
Thailand has approved a more than US$1 billion investment by Sunwoda Electronic to build an electric vehicle (EV) battery plant in the country, marking Sunwoda as the first EV battery...
Tuesday 18 March 2025
Ventec optimistic about high-margin product momentum; hopes new Thailand plant mitigates geopolitical impacts
Copper-clad laminate (CCL) manufacturer Ventec has experienced declining revenue over the past three years but has strategically shifted towards niche specialty materials and high-margin...
Tuesday 18 March 2025
Who will step in for ZT System's US factory?
In response to the tariff policies of the Trump administration, server ODMs are actively relocating their production lines. Texas has become a common denominator, with nearly all...
Tuesday 18 March 2025
Tesla offers free one-month FSD trial in China amid market woes
With competitive pressure increasing in the Chinese market, compounded by various unfavorable factors globally, Tesla China announced on March 17 that it will offer a one-month free...
Tuesday 18 March 2025
Samsung's 1.4nm process development reportedly at standstill
Recent media reports suggest that Samsung Electronics' ambitious initiative to develop the 1.4-nanometer (SF1.4) process is facing significant challenges. This development could once...
Tuesday 18 March 2025
Japan government divest from JDI
INCJ, a public-private partnership overseen by the Japanese Ministry of Economy, Trade and Industry (METI), has disclosed that it has sold all its shareholding in Japan Display (JDI)...
Tuesday 18 March 2025
Demand for Chinese autonomous vehicle brands rises, fueling supply chain growth momentum
According to the China Association of Automobile Manufacturers, China's automobile export volume reached 5.859 million units in 2024, representing a year-over-year increase of 19.3%...
Tuesday 18 March 2025
TSMC and Avnet take center stage in Arizona governor's second Taiwan visit
Taiwan Semiconductor Manufacturing Co. (TSMC) has confirmed a high-stakes meeting with Arizona Gov. Katie Hobbs at its Hsinchu headquarters took place. Following the meeting, Hobbs'...
Tuesday 18 March 2025
Samsung races to close 2nm gap: first High-NA EUV deployed at Hwaseong
Samsung Electronics reportedly deployed its first high-NA Extreme Ultraviolet (EUV) lithography machine at its Hwaseong Campus in early March. The move represents a key step in Samsung's...
Tuesday 18 March 2025
US EV market faces slowdown as hybrids gain traction
The US electric vehicle market is losing momentum as policy shifts under President Donald Trump reshape incentives and supply chains. While battery electric vehicle (BEV) sales continue...
Tuesday 18 March 2025
Arizona governor Katie Hobbs visits Taiwan as officials downplay TSMC tech outflow concerns
Arizona Governor Katie Hobbs's high-profile visit to Taiwan (March 16-19, 2025) comes in the wake of TSMC chairman C.C. Wei's recent announcement of a substantial increase in US investment...