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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 26 February 2025
India's legacy fab overhaul may involve PSMC, Tata
The Indian government has initiated a major upgrade of its semiconductor capabilities at the Semiconductor Laboratory (SCL), India's first wafer fab, in Mohali with an RFP. This move...
Wednesday 26 February 2025
Apple's US$500 billion US investment plan sparks debate over its strategic implications
Apple's announcement of a US$500 billion investment in the US over the next four years could reshape its manufacturing landscape, yet raises questions about its implications. With...
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Tuesday 25 February 2025
Walsin Lihwa poised to benefit from potential ceasefire in Ukraine-Russia conflict
Walsin Lihwa, a leading manufacturer of cables and stainless steel, believes that a potential ceasefire in the Ukraine-Russia conflict could significantly boost demand for stainless...
Tuesday 25 February 2025
Huawei Ascend 910C reportedly hits 40% yield, turns profitable; aims for 60% industry standard
Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve...
Tuesday 25 February 2025
Wistron to boost AI investment by 77% in 2025
Wistron is doubling down on artificial intelligence (AI), signaling its intent to capitalize on the surging demand for AI technologies. Chairman Lin Hsien-Ming recently announced...
Tuesday 25 February 2025
Semco exits smartphone HDI market with closure of Kunshan plant
Samsung Electro-Mechanics (Semco) has officially shut down its smartphone motherboard (HDI) factory in Kunshan, China, as part of a broader strategy to pivot toward higher-value business...
Tuesday 25 February 2025
Japan govt to seek US tariff exemption for Rapidus' 2nm chips
The Japanese government will send officials to the US in March 2025 to discuss various tariff issues, including potential exemptions for the 2nm chips produced by Rapidus. They believe...
Tuesday 25 February 2025
Editor's pick: How Foxconn's CDMS model is game changer for Japan's auto sector
The global electric vehicle (EV) market is evolving rapidly, and Japan's legacy automakers are at the center of the latest industry shakeup. Following the collapse of the Honda-Nissan...
Tuesday 25 February 2025
Delta Electronics accelerates robotics push in India with D-Bot cobots, Neura investment
Delta Electronics is ramping up its robotics expansion in India, unveiling the D-Bot collaborative robot (cobot) series at ELECRAMA 2025 to enhance its competitive edge in smart manufacturing...
Tuesday 25 February 2025
Oppo expands market share in Southeast Asia and Latin America
Oppo has expanded its footprint in Southeast Asia and Latin America, successfully leveraging local conditions to secure a significant market share.
Tuesday 25 February 2025
Panjit eyes 35% automotive growth, plans Vietnam factory
Despite facing headwinds in the overall automotive market, Panjit continues to report impressive growth. Chief Operating Officer Edgar Chen stated that the company aims for an annual...
Tuesday 25 February 2025
DeepSeek gains traction among China state-owned enterprises
DeepSeek, China's open-source large language model (LLM), is rapidly gaining momentum as state-owned enterprises eagerly embrace the AI platform. More than 20 Chinese state-owned...
Tuesday 25 February 2025
Suzuki's US$26.5 billion plan: India at the core of ambitious strategy for growth and electrification
Suzuki Motor Corporation unveiled its new mid-term business plan in February 2025, detailing an ambitious investment of JPY4 trillion (US$26.5 billion) through the end of March 2031...
Tuesday 25 February 2025
US AI chip export curb expected to impact Malaysia's data center development
Chin Tong Liew, Malaysia's Deputy Minister of Investment, Trade, and Industry (MITI), has acknowledged that the US restrictions on artificial intelligence (AI) chip exports, set to...