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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 March 2025
Great Expectations: can Lip-Bu Tan pull off Intel's manufacturing spinoff?
Intel's incoming CEO Lip-Bu Tan is poised to spearhead a strategic shift at the semiconductor giant, with analysts predicting a fundamental overhaul of its manufacturing strategy...
Tuesday 18 March 2025
Tencent ramps up Nvidia H20 orders as DeepSeek's breakout spurs AI arms race
Tencent Holdings Ltd. has reportedly ordered tens of billions of yuan worth of Nvidia H20 AI chips to support its expansion into large-scale AI applications. Caijing Magazine reports...
Tuesday 18 March 2025
Baidu Ernie X1 undercut DeepSeek R1 with lower cost and matching performance
Baidu has introduced two new AI models, ERNIE 4.5 and ERNIE X1. Ahead of the originally scheduled April 1 release date, they have been made available to the public through the ERNIE...
Monday 17 March 2025
Formosa Smart Energy unveils Taiwan's largest battery cell plant, eyes Southeast Asian expansion
Formosa Smart underscores its ambitions to position Taiwan as a regional battery hub. Chairman Sandy Wang called the facility Taiwan's largest battery cell factory, with plans to...
Monday 17 March 2025
Beyond Jensen Huang: What to expect from GTC 2025?
The world's most significant artificial intelligence conference, Nvidia GTC, is set to take place from March 17–21, 2025 (Pacific Time) in San Jose, California. Under Nvidia's...
Monday 17 March 2025
Foxconn remains committed to global expansion and exploring new markets
Manufacturers are currently facing enormous challenges as a result of global geopolitical tensions and the tariffs that follow. In reaction to probable tariff effects and Foxconn's...
Monday 17 March 2025
China's AI infrastructure surge fuels SSD boom, fast-tracks local memory supply chain
AI adoption is surging, with large-scale models like DeepSeek fueling a sharp rise in memory demand. Following DeepSeek's breakthrough during Lunar New Year, China has accelerated...
Monday 17 March 2025
Caught between US-Sino tech crossfire, Tesla deepens Baidu ties
Escalating trade tensions under President Trump's new tariff regime are forcing Tesla to recalibrate its China strategy, with deeper Baidu partnerships emerging as a crucial lifeline...
Monday 17 March 2025
Auto industry in flux: Foxconn emerges as wildcard in global restructuring
The global auto industry is in flux, reshaped by advances in automotive electronics and electrification alongside the rise of Chinese EV makers. Traditional supply chains in Europe,...
Monday 17 March 2025
India's electronics sector growth fuels Zetwerk's expansion, IPO plans
India-based EMS provider Zetwerk inaugurated its seventh plant in India over the weekend as an emerging electronics manufacturing ecosystem has benefitted local firms to raise funds...
Monday 17 March 2025
Aurotek teams up with Pudu Robotics for next-gen service robots
Aurotek has announced a strategic partnership with leading Chinese service robot maker Pudu Robotics to launch a range of next-generation service robots in Taiwan. Initial products...
Monday 17 March 2025
Softbank to build world's first AI agent data center with OpenAI at Sharp's Sakai factory
SoftBank announced the acquisition of part of Sharp's Sakai Display Products (SDP) factory in Osaka Prefecture, Japan, for JPY100 billion (approx. US$6.7 million) on March 14, 2025...
Monday 17 March 2025
China pays uncapped PhD salaries to develop an ASML alternative
China's Changchun Institute of Optics, Fine Mechanics, and Physics (CIOMP) is offering "uncapped" salaries to PhD researchers as the nation races to develop domestic semiconductor...
Monday 17 March 2025
Intel's new CEO and breakthrough in 18A process technology signal a new era
As various parties are brainstorming solutions to help Intel regain its former glory, the company has announced two major pieces of news: not only has it finally appointed a new CEO,...
Monday 17 March 2025
RISC-V mounts challenge to Arm dominance at Embedded World 2025
RISC-V International made a bold statement at Embedded World 2025 with an expansive booth showcasing solutions from multiple semiconductor companies. The organization negotiated individual...