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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 11 June 2025
China's STAR Market reforms spark record M&A wave as tech firms seek scale and strategy
Marking the first anniversary of China's "Eight Measures for the STAR Market"—a landmark reform package aimed at boosting tech innovation and industrial upgrading—the...
Wednesday 11 June 2025
Samsung and Groq to produce world's fastest AI chip using 4nm process, mass production slated for 2H25
Samsung Electronics' foundry division is targeting the artificial intelligence (AI) chip market with a new collaboration alongside Groq, aiming to bring their jointly developed chip...
Wednesday 11 June 2025
China IC exports up 18.9%; ASEAN overtakes US as largest trade partner
China is ramping up trade ties with ASEAN and the EU as US-China tensions deepen and global supply chains continue to shift. According to June 2025 data from the General Administration...
Wednesday 11 June 2025
Samsung reportedly ramps up Taylor fab construction, eyeing operational by 2026
Samsung Electronics has reportedly accelerated construction at its US$37 billion wafer fab in Taylor, Texas, reaffirming its target to begin production by the end of 2026. After earlier...
Wednesday 11 June 2025
Rare earth magnet shortage poses risk to India's EV ambitions
A prolonged disruption in rare earth magnet supplies could slow down India's electric vehicle (EV) rollout and impact the broader automobile industry, according to a recent assessment...
Wednesday 11 June 2025
South Korean President unveils US$73.6 billion investment to build homegrown AI
To strengthen South Korea's development of artificial intelligence (AI) technology, President Jae-Myung Lee has pledged to invest KRW100 trillion in AI as part of his campaign promise...
Tuesday 10 June 2025
YMTC sues Micron over 'spyware' allegations amid ongoing patent, IP battles
Chinese memory chipmaker Yangtze Memory Technologies Co. (YMTC) has filed a federal lawsuit in Washington, DC, accusing US-based Micron Technology of launching a disinformation campaign...
Tuesday 10 June 2025
Chinese tech giants pivot to local memory suppliers as trade tensions persist
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Tuesday 10 June 2025
Ren Zhengfei breaks silence on Huawei's AI and chip strategy
As a new round of China–US trade talks took place in London, the United States held firm on restrictions targeting China's access to advanced artificial intelligence (AI) chips,...
Tuesday 10 June 2025
Renesas says Wolfspeed situation will not affect OSAT project in India
According to the Economic Times, citing an official statement, Japanese chipmaker Renesas has clarified that ongoing issues with Wolfspeed will have no impact on its OSAT...
Tuesday 10 June 2025
US-China trade talks rekindled in London: rare earths, export curbs, Nvidia chips in focus
US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before...
Tuesday 10 June 2025
India's US$21 billion chip plan is underway — but who will deliver?
India has laid out a bold US$21 billion blueprint to become a global semiconductor manufacturing hub, securing investment pledges from domestic conglomerates and international gian...
Monday 9 June 2025
China tightens rare earth curbs on EU, US, Japan auto sectors
China's rare earth export controls are disrupting auto production across Europe, the US, and Japan, with forced shutdowns already rippling through supply chains. Industry sources...
Monday 9 June 2025
Middle East Stargate project reportedly faces US pressure to ban Chinese engineers
The Stargate UAE project, a major AI initiative backed by US tech firms, is facing delays due to unresolved US security reviews and export control conditions, according to reports...
Monday 9 June 2025
Coincidence? EDA access quietly restored to some Chinese companies following Xi-Trump call
Following a direct high-level phone call between China and the US on the evening of June 5, 2025, Beijing time, subtle shifts have emerged in semiconductor and electronic design automation...