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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
Saturday 8 March 2025
Malaysia urges solar companies to explore ASEAN markets as US tariffs take effect
The Malaysian government urges solar companies to seek alternative markets amid new US tariffs affecting Malaysia, Cambodia, Thailand, and Vietnam amid US tariff uncertainties.
Friday 7 March 2025
Lenovo to build all PCs in India for local market, launch AI server plant
Lenovo has unveiled a plan to manufacture all its PC models in India exclusively for the Indian market over the next three years. The company is also preparing to manufacture GPU-based...
Friday 7 March 2025
Silicon spies: The high-stakes espionage battle for semiconductor supremacy
In a world where chips, not Walther PPKs, are the weapons of choice, the modern spy game plays out not in glamorous casinos but in sterile cleanrooms where the world's most advanced...
Friday 7 March 2025
How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the...
Friday 7 March 2025
Chinese memory makers gaining market share by copying strategy of South Korean leaders
The South Korean firms' strategy of expanding investment into a crisis-stricken market succeeded in sending them to the top of the global memory market. However, Chinese memory makers...
Thursday 6 March 2025
Tariff war has prompted swift migration of E-paper supply chain out of China
Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The...
Wednesday 5 March 2025
MWC Live: Kyocera and Taiwanese partners launch O-RAN alliance to disrupt 5G dominance
Top Japanese electronics manufacturer Kyocera has officially entered the 5G base station market. At MWC 2025, the company unveiled the O-RU Alliance, a partnership with telecom equipment...
Wednesday 5 March 2025
Commentary: TSMC's $100B US expansion may force tech giants to shoulder the bill
Following TSMC's announcement of an extra US$100 billion investment in the US, it is anticipated that securing US financing will become more challenging for TSMC's expanding US ventures...
Wednesday 5 March 2025
Mexico considers heavy tariffs on Chinese auto imports as US trade pressure mounts
Mexico is contemplating tariffs on Chinese imports to mitigate US trade pressures. Such tariff changes could significantly impact the Chinese automotive industry in Mexico.
Wednesday 5 March 2025
Zhipu AI obtains over US$140 million in latest financing round
China-based startup Zhipu AI has raised more than CNY1 billion (US$140 million) in its latest round of financing, with the investment to be used to fund the development of its GLM-series...
Wednesday 5 March 2025
Dixon Technologies evaluating more Indian manufacturing facilities to capitalize on global supply chain shift
India's Dixon Technologies is considering expanding its manufacturing operations in Uttar Pradesh, a key hub for mobile phone production. The company aims to start producing display...
Wednesday 5 March 2025
Indian mobile market has growth potential in 2025, but ARPU remains challenge, says DIGITIMES
India, the world's most populous country with a population of over 1.4 billion, has enormous growth potential in the network communications market. In the past, India lagged behind...
Wednesday 5 March 2025
Stanford's David Fedor praises TSMC and C.C. Wei's Oval Office meeting as a strategic win for Taiwan
TSMC unveiled plans to nearly triple its investment in the United States to US$165 billion, a move that reshapes the global chip industry landscape amid surging artificial intelligence...
Monday 3 March 2025
HP slash 2,000 jobs: offshoring 90% of China manufacturing for North America by 4Q25
HP is cutting up to 2,000 jobs and scaling back its dependence on Chinese manufacturing for the North American market. This decision follows mounting US tariffs and rising component...
Monday 3 March 2025
India-based OSAT secures wafer-level packaging technology
RRP Electronics, supported by cricket legend Sachin Tendulkar, has partnered with Deca Technologies to enhance India's semiconductor industry. This collaboration integrates advanced...