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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 14 May 2025
President Lai: Tariffs on Taiwan semiconductors would hurt US tech leadership
In an exclusive interview with Nikkei Asia, Taiwan President Ching-te "William" Lai stated that Taiwan Semiconductor Manufacturing (TSMC), responding to customer demands,...
Tuesday 13 May 2025
India-Pakistan clashes drive FPV drone demand, anti-China sentiment shifts orders
Recent escalations in the India-Pakistan conflict have ignited intense aerial skirmishes, marked not only by modern fighter jets but also by sustained drone assaults. Contrary to...
Tuesday 13 May 2025
90-day tariff truce: China exodus irreversible
The US-China negotiations have reached an agreement to temporarily reduce tariffs on each other for 90 days, buying more time for further talks. According to statements from both...
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal...
Tuesday 13 May 2025
PSMC chairman downplays chip tariff fears, says Taiwan's semiconductor sector remains secure amid US-China truce
The US and China agreed to a 90-day suspension of tariffs after the Geneva talks, easing tensions in their trade standoff. Powerchip Semiconductor Manufacturing Corporation (PSMC)...
Monday 12 May 2025
China and US announce tariff rollbacks and renewed trade talks amid easing tensions

The governments of China and the US released a joint statement on May 12, 2025, announcing a significant easing of trade tensions, with...

Monday 12 May 2025
Taiwan bolsters US ties at SelectUS summit amid Trump's trade push
As US President Donald Trump's "Make America Great Again" campaign faces implementation hurdles, Taiwan emerged as a key player at the SelectUS Investment Summit on May 11, sending...
Monday 12 May 2025
Trump's tariffs rattle Southeast Asia: What it means for Taiwan's supply chain strategy
The latest round of tariffs from US President Donald Trump is shaking up Southeast Asia's manufacturing heartland, dealing a blow to nations that form the backbone of Taiwan's electronics...
Wednesday 7 May 2025
China EV makers hit the brakes on autonomy after fatal Xiaomi crash
The fatal crash involving a Xiaomi SU7 and three students has sparked nationwide backlash and triggered a fundamental shift in how Chinese automakers market self-driving technology...
Wednesday 7 May 2025
Taiwan dollar surge sparks fresh calls for AI-led industrial upgrade
A sharp appreciation of the New Taiwan dollar has reignited debate over Taiwan's next economic transformation. Paul Peng, chairman of the Taipei Computer Association (TCA), recalled...
Wednesday 7 May 2025
Strong NT dollar spurs capital inflows, but 'they’re just migratory birds,' says Pegatron chair
As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
Japanese companies significantly boost investment in India following 'Make in India' and PLI schemes
According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI
Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed...