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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
Friday 26 December 2025
Tariff restraint masks continued hard line as US weighs broader controls on Chinese chip capabilities
The US government has decided not to impose additional semiconductor tariffs on China for the next 18 months, despite concluding that Beijing's state-led chip industry policies involve...
Friday 26 December 2025
US and China escalate semiconductor state capitalism amid global supply chain shifts
The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS...
Friday 26 December 2025
Xiaomi rejects US bid to add it to China Military Company list
Xiaomi stated that it is not a Chinese military-industrial company, is not affiliated with any military entity, and only provides consumer-focused civilian and commercial products,...
Friday 26 December 2025
AI data center boom deepens reliance on Chinese components despite supply chain shifts
Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...
Wednesday 24 December 2025
US sets June 2027 deadline for China chip tariff spike
The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry,...
Tuesday 23 December 2025
Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
Tuesday 23 December 2025
Wingtech-Nexperia talks continue as chair warns dispute threatens global chip supply
Talks between China's Wingtech Technology and its Dutch subsidiary Nexperia are ongoing as the companies seek to resolve a governance dispute that has disrupted semiconductor supplies,...
Tuesday 23 December 2025
Nexperia's China unit secures local wafer supply under governance dispute
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026,...
Monday 22 December 2025
Chinese automakers reshape global market with diversified export strategy
As the global automotive industry remains focused on tariff barriers and policy battles, Chinese automakers have quietly advanced their overseas strategies into a new phase, aiming...
Monday 22 December 2025
Apple iPhone 17 series drives smartphone market growth in China and beyond
Apple's iPhone 17 series has achieved strong sales following its September 10 launch, with the standard iPhone 17 maintaining its price despite upgraded specifications. This contributed...
Friday 19 December 2025
TikTok signs binding deal to create US joint venture controlled by American investors
TikTok and its parent company, ByteDance, have signed binding agreements to create a new US-based joint venture that will be majority-owned and controlled by American investors, TikTok...
Thursday 18 December 2025
LG Energy Solution terminates US$6.5 billion EV battery contract with Ford amid demand concerns
LG Energy Solution (LGES) has ended a major electric vehicle (EV) battery supply agreement with Ford Motor Company valued at about KRW9.6 trillion (approx. US$6.53 billion). The termination...
Thursday 18 December 2025
The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Honda Motor Company announced on Wednesday that it would suspend or reduce production at several factories in Japan and China starting late this...

Thursday 18 December 2025
AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation
AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors...
Thursday 18 December 2025
Trump admin positions humanoid robots as critical front in US-China tech competition
Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and...