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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 March 2025
Tokyo Electron explores India expansion as Tata's partner, eyes long-term supply chain integration
As India emerges as a potential key player in the semiconductor industry, Tata Electronics' partner, Tokyo Electron, is contemplating establishing a manufacturing presence in India,...
Monday 3 March 2025
Jabil, Aequs, and Tata reportedly export made-in-India Apple components to China and Vietnam
India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem...
Monday 3 March 2025
Semiconductors evade sanctions, flowing to Russia via Belarus and China
The UK has unveiled its most expansive round of sanctions yet targeting Russia, encompassing 107 new designations, among which are 10 companies hailing from China and Hong Kong. In...
Monday 3 March 2025
Honor Device pledges US$10 billion for AI in bid to be more than a phone maker
Honor Device, one of China's biggest smartphone makers, plans to invest US$10 billion over the next five years to become a contender in the artificial intelligence race.
Monday 3 March 2025
Philippines-based Ayala retains Integrated Micro-Electronics amid profitability outlook
According to Bloomberg, Philippines-based Ayala Corp. decided to retain Integrated Micro-Electronics Inc. (IMI), its contract manufacturing subsidiary, after previously considering...
Thursday 27 February 2025
Dassault Systèmes CEO: European automakers struggle, US and Asia poised for growth
At Dassault Systèmes' SolidWorks and 3DEXPERIENCE World 2025 in Houston, CEO Pascal Daloz outlined his 2025 market outlook, predicting strong growth in the US and Asia despite...
Thursday 27 February 2025
JDI and OLEDWorks seeking JPY100 billion subsidy from New York State for advanced display fab project
Japan Display Inc. (JDI) and OLEDWorks are collaborating to construct an advanced OLED display facility in New York. They are seeking a subsidy of approximately JPY100 billion (US$670.33...
Wednesday 26 February 2025
India's legacy fab overhaul may involve PSMC, Tata
The Indian government has initiated a major upgrade of its semiconductor capabilities at the Semiconductor Laboratory (SCL), India's first wafer fab, in Mohali with an RFP. This move...
Wednesday 26 February 2025
Apple's US$500 billion US investment plan sparks debate over its strategic implications
Apple's announcement of a US$500 billion investment in the US over the next four years could reshape its manufacturing landscape, yet raises questions about its implications. With...
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Wednesday 26 February 2025
Dixon Technologies eyes expansion of electronics manufacturing footprint
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make...
Tuesday 25 February 2025
Walsin Lihwa poised to benefit from potential ceasefire in Ukraine-Russia conflict
Walsin Lihwa, a leading manufacturer of cables and stainless steel, believes that a potential ceasefire in the Ukraine-Russia conflict could significantly boost demand for stainless...
Tuesday 25 February 2025
Huawei Ascend 910C reportedly hits 40% yield, turns profitable; aims for 60% industry standard
Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve...
Tuesday 25 February 2025
Wistron to boost AI investment by 77% in 2025
Wistron is doubling down on artificial intelligence (AI), signaling its intent to capitalize on the surging demand for AI technologies. Chairman Lin Hsien-Ming recently announced...
Tuesday 25 February 2025
Semco exits smartphone HDI market with closure of Kunshan plant
Samsung Electro-Mechanics (Semco) has officially shut down its smartphone motherboard (HDI) factory in Kunshan, China, as part of a broader strategy to pivot toward higher-value business...