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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
Wednesday 8 January 2025
China imposes customs measures in response to US sanctions
Key manufacturing equipment being held at Chinese customs is disrupting supply chain relocation plans as Taiwanese and Chinese manufacturers attempt to move production lines out of...
Wednesday 8 January 2025
Micron breaks ground on new HBM advanced packaging facility in Singapore
Micron Technology initiated construction on Wednesday (January 8, 2025) of a new High-Bandwidth Memory (HBM) advanced packaging facility adjacent to its existing facilities in Sing...
Wednesday 8 January 2025
Nvidia plans new Taiwan HQ, optimistic about MediaTek collab
Nvidia CEO Jensen Huang revealed plans to strengthen the company's presence in Taiwan through a new headquarters, while highlighting the success of its partnership with MediaTek during...
Wednesday 8 January 2025
Chip giants introduce new products at CES, with TSMC emerging as biggest beneficiary
The newly launched products at the ongoing CES 2025, including Nvidia's RTX 50 series, autonomous and robotic chips, together with AMD and Intel PC platform processors, all use TSMC's...
Wednesday 8 January 2025
Microsoft announces record US$3 billion India AI investment
Amid growing investments in India's AI sector, Microsoft has announced plans to invest US$3 billion in the country. This substantial investment aims to enhance AI capabilities and...
Wednesday 8 January 2025
Tata Electronics secures Pegatron India acquisition as Apple accelerates production relocation ahead of Trump 2.0
As the world witnesses the rapid shift in global supply chains triggered by the impending commencement of Donald Trump's second term, India has taken a significant step by approving...
Wednesday 8 January 2025
Global rift deepens over private capital's role in climate financing
Six weeks after COP29 climate summit concluded with a compromise on the New Collective Quantitative Goal (NCQG), the agreement continues to fall short of developing countries' expectations...
Tuesday 7 January 2025
Chicony Power expected to see revenue peak in 2025
Power Technology is implementing a four-pronged strategy for 2025, focusing on high-wattage notebook power supplies, communication power supplies, server power supplies, and intelligent...
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...