CONNECT WITH US
NEWS TAGGED GEOWATCH
Saturday 8 February 2025
Rapidus CEO eyes Computex to pitch 2nm alternative to TSMC
Recent speculations indicate that Atsuyoshi Koike, president and CEO of Rapidus, will head a team to the Computex trade show for the first time in late May.
Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Friday 7 February 2025
Toyota's two-pronged US-Sino strategy for EV battery production
Toyota has unveiled plans to accelerate its electrification initiatives in the US and China, according to its latest financial report. The Japanese automaker will begin producing...
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
Taiwan OSATs benefit from order transfers amid US-China tariff tensions
Following the resumption of US-China trade tensions under President Trump's administration, which imposed a 10% tariff on Chinese imports, along with former President Biden's tiered...
Friday 7 February 2025
Apple's China focus thrusts it into center of geopolitical fight
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs...
Friday 7 February 2025
Beyond DeepSeek: how China's elite LLMs are redefining global AI
The emergence of DeepSeek is reshaping China's AI landscape, signaling a transformational shift in the global AI race. Industry experts believe DeepSeek is not the only "black swan"...
Thursday 6 February 2025
China strikes back at Trump tariffs: ripples on Taiwan and global trade
China has launched an antitrust probe into Google as its first major countermeasure against US President Donald Trump's latest tariffs on Chinese imports. On February 1, 2025, Trump...
Wednesday 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
DeepSeek's meteoric rise: China's AI power play reshaping global competition
DeepSeek's rapid ascent highlights China's growing dominance in AI. Supported by a robust ecosystem of domestic technology and resources, the startup reflects the nation's drive to...
Wednesday 5 February 2025
China's automakers accelerate chip push amid US curbs
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
Wednesday 5 February 2025
Japan tightens export controls on semiconductors and quantum tech, drawing criticism from China
Amid the rapid development of dual-use technologies, the Japanese government has announced intensified regulatory measures on critical technology exports. On January 31, 2025, Japan's...
Wednesday 5 February 2025
India, Europe diverge from the US on DeepSeek, igniting AI ambitions
Hangzhou-based AI startup DeepSeek has made global waves with the launch of its large language model (LLM). While US mainstream media remains largely critical, international coverage—especially...