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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
Monday 17 March 2025
Foxconn reportedly to begin AirPods India production in April
Apple plans to begin AirPods production at its supplier Foxconn's facility in Hyderabad, India, starting in April 2025, with an initial focus on exports. This move represents Apple's...
Monday 17 March 2025
China targets US lithium battery production with strategic countermeasures
Since President Trump took office, China has come to view the US with increasing skepticism, prompting the Chinese government to implement several countermeasures in response to perceived...
Monday 17 March 2025
Europe's EV battery dreams shattered: Northvolt's collapse amid rising Chinese competition
Northvolt, once touted as Europe's best bet to challenge Asia's grip on the EV battery market, has filed for bankruptcy in Sweden after failing to secure fresh funding. A court-appointed...
Monday 17 March 2025
Alibaba's Tongyi Qianwen poised to redefine China's AI landscape with open-source edge and real-world applications

After DeepSeek sparked a revolution in China's AI industry in early 2025, Alibaba's Tongyi Qianwen QwQ-32B is poised to become the next...

Saturday 15 March 2025
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES
On March 12, 2025, Intel appointed semiconductor industry veteran Lip-Bu Tan as its new CEO, a move that has garnered significant industry attention. DIGITIMES analyst Eric Chen notes...
Saturday 15 March 2025
Infineon debuts game-changing 12kW BBU to power the AI data center boom
Infineon has announced its next-generation battery backup unit (BBU) roadmap for AI data centers, featuring a scalable lineup from 4kW to what it calls the world's first 12kW BBU...
Saturday 15 March 2025
China EV market to stay robust in 2025, with Europe at second and US last, says DIGITIMES
While the global EV market continued to grow in 2024, the growth rate had slowed down with sales only reaching around 17 million units, a year-on-year increase of 25.5%. Although...
Saturday 15 March 2025
Alibaba open-sources QwQ-32B: a lifeline for China's AI chip sector?
On March 6, 2025, China's AI scene is brimming with confidence, with some media even suggesting that domestic firms could outpace OpenAI. Newcomer Manus is being positioned as a rival...
Friday 14 March 2025
Taiwan auto parts makers exclude India in global production diversification
Faced with geopolitical pressures and US tariff disputes, Taiwanese automotive parts suppliers, primarily export-oriented with North America as their key market, are diversifying...
Friday 14 March 2025
US in dire need of Taiwanese chips, says governor of Taiwan's Central Bank
According to Chin-Long Yang, governor of Taiwan's Central Bank, the US is desperately in need of Taiwanese chips.
Friday 14 March 2025
India overlooking chip design as key strength, says Ajai Chowdhry
Ajai Chowdhry, chairman of EPIC Foundation & MGB, National Quantum Mission of India, believes that despite significant recent progress in India's semiconductor sector, the country...
Friday 14 March 2025
At Embedded World 2025, Taiwanese chipmakers put operational flexibility in diverse AIoT applications to test
This year, Taiwanese chipmakers are participating extensively in Embedded World 2025. Many industry players have openly stated that in the past few years, downstream solution providers...
Friday 14 March 2025
Japan doubles down on Rapidus as semiconductor ambitions face funding hurdles
Japan's 2025 budget proposal is on the verge of approval, paving the way for government investment in Rapidus, a project focused on the mass production of advanced semiconductors...
Friday 14 March 2025
Trump's tariff tango sends auto supply chains reeling
US President Donald Trump's on-again, off-again approach to imposing 25% tariffs on Canada and Mexico has left the automotive industry in a state of flux. While the tariffs were intended...
Thursday 13 March 2025
India's Yotta drives AI growth but leaves Asus with significant bad debt
Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI...