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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 18 February 2025
Infineon ships first 8-inch SiC product to customers
According to Infineon's press release, the company is advancing its 8-inch silicon carbide (SiC) technology, having released its first products in the first quarter of 2025. These...
Tuesday 18 February 2025
Acer's 10% price hike: Assessing fallout of US tariffs on American firms and Asia
Acer CEO Jason Chen confirmed in a UK interview that the company will raise prices on US-bound laptops made in China by 10% next month in response to Trump's tariffs. He also hinted...
Tuesday 18 February 2025
Trump's off-the-cuff comments stoke global tensions, Taiwan moves to secure high-tech sector

US President Donald Trump has increasingly engaged with the media in unscripted exchanges, often deflecting criticism by blaming former...

Tuesday 18 February 2025
ASE to increase spending in 2025 for expansion, new Malaysia plant reportedly set to open
Global packaging and testing leader ASE Technology Holdings (ASE) expects total capital expenditure (capex) for the year to grow significantly by over 60%, primarily allocated for...
Tuesday 18 February 2025
Automakers recalibrate electrification plans as tariffs, subsidies shift
Global automakers are revamping their electrification strategies amid shifting subsidies and tariff uncertainty. After overestimating demand outside China, industry giants from the...
Tuesday 18 February 2025
Chinese automakers remain ambitious despite US, EU trade barriers
Starting in 2024, Europe and the US have set up trade barriers against imports of battery electric vehicles (BEV) from China. However, Chinese automakers have shifted their export...
Tuesday 18 February 2025
Chinese automakers shift export focus to PHEVs, but may face new trade trade barrier
Chinese automakers are shifting their export focus from battery electric vehicles (BEV) to plug-in hybrid EVs (PHEV), as they seek to circumvent the trade barriers. But their attempts...
Tuesday 18 February 2025
India considers further tariff cuts as US enforces reciprocal tariff policy
In addition to recent reductions in customs duties on imported items and a US-India summit, the Indian government is contemplating further tariff cuts to prevent potential trade retaliation...
Tuesday 18 February 2025
Trump's tariff shift fuels market uncertainty and forces cost cuts in the notebook industry
The tariff approach of US President Donald Trump seems to be hindering the recovery of the notebook market, prompting brand vendors to explore various strategies for reducing costs...
Monday 17 February 2025
Apple reportedly explores iPhone assembly in Indonesia as it navigates sales ban and local content rules
According to Nikkei Asia, Apple is currently in discussions with its suppliers to potentially assemble iPhones in Indonesia. This move would be significant for the Indonesian...
Monday 17 February 2025
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Monday 17 February 2025
Is the US following China's market-for-technology playbook as chip industry regionalizes?
The Donald Trump Administration reportedly may require TSMC to make tough choices to aid in rebuilding the US's chip manufacturing capabilities, including sharing technologies or...
Monday 17 February 2025
India's AI ambitions face GPU supply and cost challenges
India's push to become a global AI powerhouse is facing a major hurdle — limited access to high-performance GPUs. While large enterprises are investing in AI, startups, businesses,...
Monday 17 February 2025
India 5G market and development, 2025
India is rising to become a major 5G nation and a growth driver for the global telecom market in 2025.
Monday 17 February 2025
Black swan events could increase risks globally in 2025
Shifts in political power around the globe have caused the international trade and geopolitical landscapes to become increasingly complicated, rocking the stability of supply chains,...