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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
Wednesday 12 February 2025
Automakers adjust sales strategies amid electrification and AI trends
As the automotive industry undergoes transformation driven by electrification and the arrival of the AI digital age, many major car manufacturers have made significant adjustments...
Wednesday 12 February 2025
Isuzu to build new US assembly plant by 2027
Japanese automaker Isuzu Motors is planning to build a new pickup truck assembly plant in the US by 2027 that will produce electric vehicles (EV) and gas-powered cars.
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
Sumco to end silicon wafer production at Miyazaki plant by 2026
Japanese silicon wafer manufacturer Sumco has announced plans to cease silicon wafer production at its Miyazaki plant in Japan by the end of 2026, as part of its strategy to improve...
Tuesday 11 February 2025
ASEAN deepens China supply chain ties despite Panama's BRI exit
Under pressure from the Trump administration, Panama has exited China's Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China...
Tuesday 11 February 2025
Mitac's January revenue surges 168% on US data center demand
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments...
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening...
Tuesday 11 February 2025
Microsoft hit by French antitrust probe over rivals' Bing access
Microsoft Corp. is under investigation from the French antitrust authority amid concerns the US tech giant is degrading the quality of results when smaller rivals pay to use Bing...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Tuesday 11 February 2025
China's Google antitrust probe risks potential tech sector blowback
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
Tuesday 11 February 2025
Japan approves Rapidus investment plan with tax incentives, new semiconductor bonds
Japan's Cabinet approved amendments to the Act on the Promotion of Information Processing and the Act on Special Accounts on February 7, 2025. The proposal, which will undergo a National...
Tuesday 11 February 2025
DeepSeek challenges memory makers SK Hynix, Samsung's HBM strategies
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Tuesday 11 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars
As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...