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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 31 December 2025
Geopolitics reshapes tech landscape as Southeast Asia emerges as data center, manufacturing, and AI hub
In 2025, rising geopolitical tensions reshaped global technology and manufacturing, boosting Southeast Asia as a key hub for data centers, advanced manufacturing, and AI. The Johor-Singapore...
Wednesday 31 December 2025
Top tech topics in 2025 (2): turbulent year for end-device and downstream applications
2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...
Wednesday 31 December 2025
YMTC pushes for equipment localization despite elusive profitability
As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...
Wednesday 31 December 2025
The global AI sovereignty race in 2025: How nations poured billions into a new world order
The rise of AI sovereignty is fueling a new global competition, driving countries to invest heavily in AI infrastructure and technologies, akin to an arms race. As nations seek to...
Wednesday 31 December 2025
The chip industry in 2025: Boom, rivalry, and a fragile new order
In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...
Tuesday 30 December 2025
Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and...
Tuesday 30 December 2025
H200 exports to China point to controlled easing in US semiconductor policy
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume...
Monday 29 December 2025
Wingtech seeks full Nexperia control with US$8 billion arbitration threat
On the afternoon of December 26, 2025, Wingtech Technology convened its fifth extraordinary shareholders' meeting of 2025, sending a resolute signal: the company is prepared not only...
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,...