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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 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
DeepSeek's meteoric rise: China's AI power play reshaping global competition
DeepSeek's rapid ascent highlights China's growing dominance in AI. Supported by a robust ecosystem of domestic technology and resources, the startup reflects the nation's drive to...
Wednesday 5 February 2025
China's automakers accelerate chip push amid US curbs
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
Wednesday 5 February 2025
Japan tightens export controls on semiconductors and quantum tech, drawing criticism from China
Amid the rapid development of dual-use technologies, the Japanese government has announced intensified regulatory measures on critical technology exports. On January 31, 2025, Japan's...
Wednesday 5 February 2025
India, Europe diverge from the US on DeepSeek, igniting AI ambitions
Hangzhou-based AI startup DeepSeek has made global waves with the launch of its large language model (LLM). While US mainstream media remains largely critical, international coverage—especially...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
China imposes tariffs on US goods, launches antitrust probe into Google
On February 1, 2025, the US government imposed a 10% tariff on all Chinese exports, citing fentanyl-related concerns. The new tariffs will take effect on February 4, escalating trade...
Tuesday 4 February 2025
Samsung optimistic for 2025 with launch of Galaxy S25
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division,...
Tuesday 4 February 2025
Shein returns to India in partnership with Reliance under market-for-technology
Shein, the Chinese fast-fashion company, has returned to India nearly five years after a ban, partnering with Mukesh Ambani's Reliance Retail, highlighting India's adoption of a market-for-technology...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Tuesday 4 February 2025
South Korean industry skeptical of DeepSeek's AI cost claims
DeepSeek, a Chinese artificial intelligence (AI) startup, has stirred industry discussion with the announcement of its new "high-efficiency AI" model. The company claims this new...
Tuesday 4 February 2025
Rise of DeepSeek brings new opportunities, according to component suppliers
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement...
Tuesday 4 February 2025
US tariff chaos undermines North American auto sector, risks investment shift
US President Donald Trump and Canadian Prime Minister Justin Trudeau have agreed to temporarily delay the implementation of a 25% tariff on automobiles, originally set for January...