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

Thursday 13 November 2025

Toyota confirms major US expansion, one month after Trump's announcement

Toyota Motor Corporation announced plans to invest up to US$10 billion in the US over the next five years, signaling a major expansion...

Wednesday 12 November 2025

Investors flock to defense startups amid rising global tensions

Geopolitical conflict is redirecting global investment toward the defense sector, where Silicon Valley-style innovation and cost efficiency are upending the traditional model of slow,...

Tuesday 11 November 2025

Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?

As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades...

Tuesday 11 November 2025

Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis

Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive...

Tuesday 11 November 2025

Five nations, ten days: the global race rockets into the final frontier

The final quarter of 2025 brought an unprecedented surge in space activity. Between late October and early November, five nations — Japan, China, India, the United States, and...

Monday 10 November 2025

China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on...

Monday 10 November 2025

China eases chip export curbs as it pressures EU over Nexperia dispute

China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions...

Thursday 6 November 2025

China bolsters rare earth export controls with major hiring push

China's Ministry of Commerce (MOFCOM) has launched its largest recruitment campaign in nearly a decade, planning to add approximately sixty new officials in 2026. According to a MOFCOM...

Thursday 6 November 2025

China bans Nvidia from state data centers, mandates domestic AI chips

China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...

Thursday 6 November 2025

China eases trade curbs on US optical fibers, suspends entity restrictions

The Chinese Ministry of Commerce announced on November 5, 2025, that, effective November 10, 2025, it will end anti-circumvention measures on certain cut-off shifted single-mode optical...

Thursday 6 November 2025

ODMs slash non-China manufacturing targets to 40% as tariff eases

The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...

Thursday 6 November 2025

Tech war embroiled Taiwan sees fragile truce in Trump-Xi summit

Following the Trump-Xi summit in South Korea, US-China relations appear to have stabilized temporarily, avoiding immediate escalation in hostilities. However, senior Taiwanese officials...

Thursday 6 November 2025

ASML reframes its China strategy with advanced packaging debut of TWINSCAN XT:260

ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer...

Thursday 6 November 2025

China takes the self-driving wheel as chip war pushes Nvidia out

In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips,...

Thursday 6 November 2025

From Seoul to Munich: Nvidia's AI sovereignty goes global

In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea,...

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