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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 3 February 2025
Kaynes Technology confirms OSAT project delay due to regulatory process
India-based EMS player Kaynes Technology has reported robust financial growth in the first three quarters of fiscal 2025 (April 2024 to March 2025). Despite regulatory delays, Kaynes...
Monday 3 February 2025
Tata reportedly taps Intel veterans for semiconductor expansion
Tata Electronics is strengthening its semiconductor ambitions by recruiting key talent from Intel, as the company prepares to establish India's first wafer fab in decades with an...
Monday 3 February 2025
Global supply chains holds breath over Trump's 100% chip tariffs
In late January 2025, President Donald Trump proposed tariffs of up to 100% on chips imported from Taiwan, aiming to bolster US manufacturing. The move, however, risks driving up...
Friday 31 January 2025
DeepSeek's disruption: what it means for TSMC and the AI supply chain
Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises...
Friday 31 January 2025
DeepSeek disruption: Could China's supply chain take the lead?
Just before the Lunar New Year celebrations around the world, a black swan emerged, plunging the global technology industry into a state of extreme uncertainty.
Friday 31 January 2025
Chinese automakers face challenges in auto parts localization amid quality demands
The automotive industry's stringent safety and reliability requirements are presenting significant challenges to the Chinese government's ongoing push to increase the localization...
Wednesday 29 January 2025
A warning on technology and talent outflow from Korea to China
China has been reported frequently to illegally acquire technology from South Korea in the field of artificial intelligence (AI) semiconductors and displays in the past few years...
Friday 24 January 2025
Nvidia CEO's China visit showcases strategic ties with rising robotics unicorns
When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang...
Friday 24 January 2025
EV showdown: Can China outpace the US in the electric vehicle race?
On his first day back in the White House, President Donald Trump issued a series of orders, notably revoking electric vehicle (EV) subsidies and vowing to revive the glory of the...
Friday 24 January 2025
Foreign automakers accelerate plant closures in China
China's domestic automakers are rapidly expanding their local market presence, creating an existential threat to foreign brands and their joint ventures. Several international manufacturers...
Friday 24 January 2025
Samsung, SK Hynix shift memory production from China amid Trump's return
With Donald Trump's recent inauguration as US president, South Korean experts expect tighter sanctions on China's semiconductor industry. In response, Samsung and SK Hynix are strategically...
Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Tuesday 21 January 2025
The renewed US-China drone dispute: Taiwan's strategic position
With Trump's return to the White House, global industries are anticipating shifts in sectors like drones, particularly in response to potential drone bans targeting China. As China...
Tuesday 21 January 2025
US chip restrictions disrupt Samsung's plan to gain foothold in China
The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen...
Tuesday 21 January 2025
Poland is now under US sanctions, cut off from advanced tech
Poland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency...