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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
Friday 3 January 2025
China and US policies drive panel production growth in 1Q25
As the new year unfolds, the global economy and trade dynamics remain highly complex and unpredictable. Among these developments, significant policy changes in both China and the...
Friday 3 January 2025
US government seeks public opinion to ban Chinese-made drones, targeting DJI
The US government is seeking public input on proposed rules to secure the ICTS supply chain for drones, potentially limiting Chinese drones, which dominate US markets.
Friday 3 January 2025
China's automotive IC self-sufficiency bid faces high barrier from European IDMs
Chinese chip vendors' efforts to achieve self-sufficiency in automotive ICs have shown progress, but their advancement is hindered by a high barrier formed by European IDMs, according...
Friday 3 January 2025
India's machine tool demand surges, Japanese firms seek growth as Chinese competition intensifies
India's growing economy and the make-in-India initiative have spurred significant demand for machine tools in electronics, automotive, and semiconductors, prompting Japanese manufacturers...
Friday 3 January 2025
China to tighten the screw over battery and mineral tech exports
According to Bloomberg, Beijing is set to impose new restrictions on exports of technologies related to battery component production and the processing of key metals, as...
Friday 3 January 2025
China adds 28 US firms to entity list
China has added 28 US entities, including Lockheed Martin and General Dynamics, to its export control list, banning dual-use item exports amid the upcoming Trump 2.0 administration...
Friday 3 January 2025
Indian regulator reportedly to charge Apple with anti-competitive practices
The Indian competition regulator is reportedly poised to charge Apple with engaging in anti-competitive practices related to its App Store operations. This impending case draws parallels...
Friday 3 January 2025
Humanoid robots race heats up as Tesla, Huawei eye 2025 production
Tesla's ambitious humanoid robots initiative, first unveiled during its AI Day in 2021, is approaching a crucial milestone. Elon Musk's Optimus robot, designed to handle mundane,...
Friday 3 January 2025
China's SiC growth prompts US security measure as global IDMs diversify
The US Department of Commerce has launched a Section 301 investigation into China's semiconductors, particularly Silicon Carbide (SiC), highlighting growing concerns over technological...
Friday 3 January 2025
Generic memory slump to persist through 2025 as China's capacity expansion becomes a key factor
South Korea's memory sector faces a slump in the generic memory market due to weakening demand in smartphones and PCs, contrasting with the strong growth of high-bandwidth memory...
Thursday 2 January 2025
US targets China's SiC edge in Section 301 probe
Near the year-end of 2024, the US government launched a Section 301 investigation into China's semiconductor sector, with a new focus on third-generation materials like silicon carbide...
Thursday 2 January 2025
European chipmakers pivot to domestic production in China
The trio of major European chip-making giants—STMicroelectronics (STM), NXP, and Infineon—have recently announced plans to establish local chip manufacturing supply chains...
Thursday 2 January 2025
Japan-based Meiko's value doubles as Vietnam operation makes gains amid US-China tensions
Japanese printed circuit board (PCB) manufacturer Meiko has doubled its market value, driven by the need for the global supply chain relocation away from China. By proactively setting...
Thursday 2 January 2025
BYD chalks up new record as it narrows EV sales gap with Tesla
China's BYD enjoyed a year-end surge to push total sales to 4.25 million passenger cars last year, narrowing its gap with Tesla as the two vie for the crown of the top-selling electric...
Tuesday 31 December 2024
Waffer expands magnesium alloy production in China with world's first 3,000-ton semi-solid molding machine
Taiwan-based Waffer Technology, a major manufacturer of magnesium-aluminum casings, has announced that its Chinese subsidiary, Wazhong Precision Technology (Ma'anshan), has officially...