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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 6 January 2025
US bans to continually drive China's AI chip adaptation in 2025
Chinese AI chip development is showing signs of maturity and innovation as the industry adapts to tightened US technology restrictions. With the start of 2025, new US measures have...
Monday 6 January 2025
China flexes lithium dominance with plans for tech-export curbs
China is planning tougher scrutiny on exports of technology to make battery materials, as Beijing looks to protect its grip on a crucial supply chain amid rising global trade tensi...
Monday 6 January 2025
US ramps up solar trade barriers as China struggles with oversupply
The global solar energy landscape enters 2025 with seismic shifts as the US tightens trade measures against Southeast Asia and China's dominance in N-type TOPCon technology sparks...
Friday 3 January 2025
2025 predictions: Advanced process competition, Trump's tariff war, and China's continued lead in EV growth
As 2024 comes to a close, the global technology industry is looking forward to new opportunities in 2025. The rapid implementation of generative AI (GenAI) technologies has led to...
Friday 3 January 2025
China and US policies drive panel production growth in 1Q25
As the new year unfolds, the global economy and trade dynamics remain highly complex and unpredictable. Among these developments, significant policy changes in both China and the...
Friday 3 January 2025
US government seeks public opinion to ban Chinese-made drones, targeting DJI
The US government is seeking public input on proposed rules to secure the ICTS supply chain for drones, potentially limiting Chinese drones, which dominate US markets.
Friday 3 January 2025
China's automotive IC self-sufficiency bid faces high barrier from European IDMs
Chinese chip vendors' efforts to achieve self-sufficiency in automotive ICs have shown progress, but their advancement is hindered by a high barrier formed by European IDMs, according...
Friday 3 January 2025
India's machine tool demand surges, Japanese firms seek growth as Chinese competition intensifies
India's growing economy and the make-in-India initiative have spurred significant demand for machine tools in electronics, automotive, and semiconductors, prompting Japanese manufacturers...
Friday 3 January 2025
China to tighten the screw over battery and mineral tech exports
According to Bloomberg, Beijing is set to impose new restrictions on exports of technologies related to battery component production and the processing of key metals, as...
Friday 3 January 2025
China adds 28 US firms to entity list
China has added 28 US entities, including Lockheed Martin and General Dynamics, to its export control list, banning dual-use item exports amid the upcoming Trump 2.0 administration...
Friday 3 January 2025
Indian regulator reportedly to charge Apple with anti-competitive practices
The Indian competition regulator is reportedly poised to charge Apple with engaging in anti-competitive practices related to its App Store operations. This impending case draws parallels...
Friday 3 January 2025
Humanoid robots race heats up as Tesla, Huawei eye 2025 production
Tesla's ambitious humanoid robots initiative, first unveiled during its AI Day in 2021, is approaching a crucial milestone. Elon Musk's Optimus robot, designed to handle mundane,...
Friday 3 January 2025
China's SiC growth prompts US security measure as global IDMs diversify
The US Department of Commerce has launched a Section 301 investigation into China's semiconductors, particularly Silicon Carbide (SiC), highlighting growing concerns over technological...
Friday 3 January 2025
Generic memory slump to persist through 2025 as China's capacity expansion becomes a key factor
South Korea's memory sector faces a slump in the generic memory market due to weakening demand in smartphones and PCs, contrasting with the strong growth of high-bandwidth memory...
Thursday 2 January 2025
US targets China's SiC edge in Section 301 probe
Near the year-end of 2024, the US government launched a Section 301 investigation into China's semiconductor sector, with a new focus on third-generation materials like silicon carbide...