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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
Tuesday 18 February 2025
Trump's tariff shift fuels market uncertainty and forces cost cuts in the notebook industry
The tariff approach of US President Donald Trump seems to be hindering the recovery of the notebook market, prompting brand vendors to explore various strategies for reducing costs...
Monday 17 February 2025
Apple reportedly explores iPhone assembly in Indonesia as it navigates sales ban and local content rules
According to Nikkei Asia, Apple is currently in discussions with its suppliers to potentially assemble iPhones in Indonesia. This move would be significant for the Indonesian...
Monday 17 February 2025
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Monday 17 February 2025
Is the US following China's market-for-technology playbook as chip industry regionalizes?
The Donald Trump Administration reportedly may require TSMC to make tough choices to aid in rebuilding the US's chip manufacturing capabilities, including sharing technologies or...
Monday 17 February 2025
India's AI ambitions face GPU supply and cost challenges
India's push to become a global AI powerhouse is facing a major hurdle — limited access to high-performance GPUs. While large enterprises are investing in AI, startups, businesses,...
Monday 17 February 2025
India 5G market and development, 2025
India is rising to become a major 5G nation and a growth driver for the global telecom market in 2025.
Monday 17 February 2025
Black swan events could increase risks globally in 2025
Shifts in political power around the globe have caused the international trade and geopolitical landscapes to become increasingly complicated, rocking the stability of supply chains,...
Monday 17 February 2025
India strengthens global presence with trade, AI, and energy partnerships during Modi's international tour
Indian Prime Minister Narendra Modi recently attended the AI Act Summit in Paris before heading to Washington for discussions with US President Donald Trump. The trip underscored...
Monday 17 February 2025
Vietnam urges Samsung to boost local hiring as tech giant expands operations
Vietnam's government has met with senior executives from Samsung Electronics to discuss the company's expansion plans in the country, including strengthening its supply chain and...
Friday 14 February 2025
Foxconn's CDMS offer to Nissan: A partnership, not a takeover
Following the breakdown of merger talks between Nissan and Honda, the chairman of Taiwan's Foxconn, Young Liu, stated on February 12, 2025, that the company's goal is cooperation...
Friday 14 February 2025
Europe's industrial and automotive recovery stalls another quarter as two key roadblocks hold firm
Europe's industrial control and automotive sectors remain sluggish, with weak demand and excess inventory likely delaying recovery until the second quarter of 2025, according to IDMs...
Wednesday 12 February 2025
SK Hynix, Samsung see exports of multi-chip packages fall in January 2025
South Korean memory maker SK Hynix saw its exports of multi-chip packages (MCP) fall by nearly 30% sequentially in January 2025. At the same time, some analysts believe that after...
Wednesday 12 February 2025
VSO Electronics eyes growth in 2025 driven by server cables amid shifting production strategies
VSO Electronics, a leading developer and manufacturer of connection cables, projects strong growth in 2025, driven by expanding opportunities in server and data storage markets, despite...
Wednesday 12 February 2025
Lam Research to invest US$1.14 billion in India's Karnataka
US-based Lam Research signed an MoU with Karnataka's state government to invest INR100 billion (US$1.14 billion) in India's growing semiconductor manufacturing sector, as the country...
Wednesday 12 February 2025
US, UK decline to sign onto Macron's AI summit communique
The US and UK were among the countries that declined to sign the final statement released on February 11 from the AI Summit hosted by France that called for promoting international...