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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 7 January 2025
China's 3-pronged subsidy strategy fuels DRAM push
China is sharpening its focus on the memory chip industry, with DRAM leader Changxin Memory Technologies (CXMT) driving major production expansions and next-generation product development,...
Tuesday 7 January 2025
Luxshare boosts Vietnam investment amid Trump's tariff plans
Luxshare-ICT plans an additional US$208.5 million investment in Vietnam's Nghe An province, set to boost annual production and create 25,000 jobs. The expansion strengthens Luxshare's...
Tuesday 7 January 2025
Tainergy dogged by competition from Chinese supply chain
Solar cell maker Tainergy Tech has failed to fend off competition from Chinese makers despite its diversification to SiC manufacturing.
Tuesday 7 January 2025
NXP expects India to account for 8-10% of total revenue
After pledging a substantial investment of US$1 billion in India, a nation with an ambitious strategy to develop a robust local electronics and semiconductor industry, NXP Semiconductors...
Tuesday 7 January 2025
India reportedly to announce US$3 billion incentive scheme to boost electronics manufacturing, benefitting Apple
Amid potential tariff hikes by the upcoming US administration, which may disrupt the global supply chain and once again benefit India, the Indian government reportedly plans another...
Tuesday 7 January 2025
Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
Tuesday 7 January 2025
TSMC's Kumamoto fab faces early headwinds as regional ecosystem expands
JASM, TSMC's majority-owned subsidiary, began production at its first wafer fab in Kikuyo, Kumamoto Prefecture, in December 2024. The fab produces 12/16nm and 22/28nm mature-node...
Tuesday 7 January 2025
South Korea shifts chip exports away from China as Taiwan, US market surge
South Korea's semiconductor industry is rapidly diversifying its export destinations away from China, with Taiwan and the US emerging as increasingly important markets amid ongoing...
Tuesday 7 January 2025
With IntelliEPI on China's export control list, direction of its GaSb semiconductors becomes point of focus
The Ministry of Commerce of China has announced its export control list of American enterprises, including compound semiconductor manufacturer Intelligent Epitaxy Technology (IntelliEPI)...
Monday 6 January 2025
TSMC's Kumamoto plant faces utilization ramp-up challenges amid automotive sector slowdown
While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is impacting major semiconductor manufacturers including TSMC,...
Monday 6 January 2025
The US adds 13 firms to entity list, 11 based in China
The US Bureau of Industry and Security (BIS) has made amendments to the Export Administration Regulations (EAR), notably by adding 13 new entities to the Entity List. These additions...
Monday 6 January 2025
US bans to continually drive China's AI chip adaptation in 2025
Chinese AI chip development is showing signs of maturity and innovation as the industry adapts to tightened US technology restrictions. With the start of 2025, new US measures have...
Monday 6 January 2025
China flexes lithium dominance with plans for tech-export curbs
China is planning tougher scrutiny on exports of technology to make battery materials, as Beijing looks to protect its grip on a crucial supply chain amid rising global trade tensi...
Monday 6 January 2025
US ramps up solar trade barriers as China struggles with oversupply
The global solar energy landscape enters 2025 with seismic shifts as the US tightens trade measures against Southeast Asia and China's dominance in N-type TOPCon technology sparks...
Friday 3 January 2025
2025 predictions: Advanced process competition, Trump's tariff war, and China's continued lead in EV growth
As 2024 comes to a close, the global technology industry is looking forward to new opportunities in 2025. The rapid implementation of generative AI (GenAI) technologies has led to...