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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 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
Aleees grows lithium IP certification clientele
Advanced Lithium Electrochemistry (Aleees) has seen steady progress in its lithium intellectual property (IP) certification, even as trade wars and heightened tariffs pose a looming...
Tuesday 4 February 2025
Pegatron cuts shareholding of Indian iPhone plant to 40%
Pegatron has disclosed that it has reduced its holding in an Indian subsidiary to 40%, confirming reports saying India's Tata Electronics has acquired a 60% stake in the Taiwanese...
Tuesday 4 February 2025
Corning targets 25% net margin in display tech for 2025 on glass price hikes
Following a double-digit increase in glass prices, Corning expects to maintain a 25% net profit margin for its Display Technologies business group in 2025.
Tuesday 4 February 2025
EU auto industry headwind: tariffs, emission rules, and Chinese EVs
The European Union faces mounting pressure to recalibrate its automotive policies amid unprecedented industry challenges. These include potential tariffs under US President Donald...
Tuesday 4 February 2025
If Taiwan can't offset Trump's policies, trade and investment may slow
Amid US President Donald Trump's new wave of protectionist policies, Taiwan must reexamine how to deepen its mutually beneficial trade partnership with the US.
Tuesday 4 February 2025
Optiemus Electronics partners with TP-Link to manufacture networking devices amid Make-in-India
Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices...
Monday 3 February 2025
Beyond price war: China's solar giants locked in escalating patent disputes, reshaping global landscape
In 2024, China's solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further...
Monday 3 February 2025
India to build home-grown foundational model by 2025
India is accelerating its artificial intelligence (AI) development, with the government aiming to build a domestic LLM within 10 months as part of the INR103.7 billion (approx. US$1.2...
Monday 3 February 2025
TSMC to hold board meeting in US next week to review progress at Arizona site
TSMC will conduct its regular board of directors meeting in the US next week. The progress of the Arizona site construction is expected to be evaluated.
Monday 3 February 2025
Eternal Materials posts profit growth in 2024, targeting semiconductor business with precision equipment
Eternal Materials has revealed that all three of its primary business segments saw profit growth in 2024. Looking ahead to 2025, the company expects to enhance its international market...
Monday 3 February 2025
OpenAI unveils plans for AI devices to rival smartphones
In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI...
Monday 3 February 2025
Cadence aims to strengthen its presence in India's growing data center sector
Cadence Design Systems has said that it recognizes India as a critical hub for innovation and data-driven growth and is committed to deepening its footprint in the region's data center...
Monday 3 February 2025
STMicro's worst year in decades: sales drop, job cuts amid continuous market slump
STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with...
Monday 3 February 2025
Apple surpasses 10% market share in India as MediaTek leads smartphone SoC market
In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone...