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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 3 December 2025
Innoscience wins US GaN patent case as ITC rules no infringement
Innoscience said at midday on December 3 via the Hong Kong Stock Exchange that it had prevailed in its US patent dispute with Infineon, marking a decisive turn in a long-running GaN...
Wednesday 3 December 2025
Eleven Japanese and American companies file lawsuits seeking refunds for Trump tariffs
Eleven companies from Japan and the US, including Toyota Tsusho, Sumitomo Chemical, Ricoh, and Costco Wholesale, have filed lawsuits demanding refunds for reciprocal tariffs imposed...
Wednesday 3 December 2025
Malaysia reassures China on US trade pact amid domestic backlash
China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's...
Wednesday 3 December 2025
AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president
The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain...
Wednesday 3 December 2025
Tariffs are here to stay, and global supply chains may never look the same
As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid...
Tuesday 2 December 2025
US rallies allies to secure AI and mineral supply chains amid rare earth crunch
The US is moving to reinforce critical mineral and semiconductor supply chains with key allies as the West's push to expand rare earth magnet production runs into a worsening shortage...
Tuesday 2 December 2025
Alibaba Cloud's global expansion tests geopolitical boundaries
Alibaba Cloud is ramping up its global strategy, pushing aggressively into the Middle East and Southeast Asia to expand its presence in fast-growing emerging markets.
Tuesday 2 December 2025
US reduces South Korea import tariffs to 15% after strategic investment deal
The US government has reduced the tariff rate on imports from South Korea to 15%, retroactive to November 1, 2025, following South Korea's approval of major investment commitments...
Tuesday 2 December 2025
TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks
Judicial authorities continue investigating former TSMC senior vice president Wei-Jen Lo for suspected violations of the National Security Act and for industrial espionage. The Intellectual...
Monday 1 December 2025
Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist
China's Wingtech has appealed to the Dutch Supreme Court to regain control of chipmaker Nexperia BV, highlighting ongoing tensions despite a temporary truce that allowed some components...
Monday 1 December 2025
Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield
Since April 5, 2025, a series of geopolitical tensions have unfolded—from US President Donald Trump's remarks and reciprocal tariffs to Japanese Prime Minister Sanae Takaichi's...
Thursday 27 November 2025
China-EU urge an internal resolution of Nexperia dispute
China's Minister of Commerce Wang Wentao and European Commission Trade and Economic Security Commissioner Maros Sefcovic held a video conference on November 26, 2025, to address the...
Thursday 27 November 2025
US extends China product exclusions under Section 301 through November 2026
The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section...
Thursday 27 November 2025
TSMC's retired tools spark fierce demand in China, ASEAN
TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although...
Thursday 27 November 2025
Pentagon flags Alibaba, Baidu, and BYD as military-linked companies
The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according...