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 29 October 2025

Trump's barriers reshape solar power sector; Chinese exits create US-Taiwan resurgence

As the world accelerates toward net-zero carbon goals in 2025, the contest for control over future energy supply has reached a boiling...

Wednesday 29 October 2025

Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly

As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry...

Tuesday 28 October 2025

China signals rare earth export reprieve as trade talks with U.S. advance

Head of a high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping, trade officials from both countries wrapped up a round of negotiations in Malaysia,...

Tuesday 28 October 2025

Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC

As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...

Monday 27 October 2025

Nexperia dispute threatens legacy chips critical to basic car functions for automakers worldwide

The largest US auto-parts trade group has warned that domestic carmakers may see major production disruptions within two to four weeks, as the escalating dispute over Nexperia risks...

Monday 27 October 2025

US-China trade war reshapes shipping strategies amid rising tariffs and demand

The escalating US-China trade war has led to major shifts in the shipping industry. As part of rising tensions, China recently announced rare earth export controls, while the US threatened...

Thursday 23 October 2025

Samsung, SK Hynix race to build US chip capacity

As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully...

Thursday 23 October 2025

Airbus expands in China as US export threats ground Boeing

Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per...

Thursday 23 October 2025

Nexperia crisis threatens disruption to EU and US auto production

The unfolding crisis at Dutch chipmaker Nexperia, a subsidiary of China's Wingtech Technology, is rapidly escalating from a regulatory dispute into a transatlantic warning for the...

Wednesday 22 October 2025

Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call...

Wednesday 22 October 2025

Texas Instruments trims production, tightens focus for a measured recovery

In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...

Wednesday 22 October 2025

Japan to appoint first female prime minister, pledges support for AI and chip industries

Sanae Takaichi, president of Japan's Liberal Democratic Party (LDP), was appointed as the country's new prime minister on October 21, 2025, with cabinet formation to follow. This...

Tuesday 21 October 2025

Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods"...

Tuesday 21 October 2025

SoftBank's ABB acquisition signals Asia's robotics dominance over Europe

SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's...

Tuesday 21 October 2025

Microsoft: Taiwan sees highest number of nation-state cyberattacks in Asia Pacific as AI accelerates threat evolution

More than half of cyberattacks worldwide are financially motivated, and AI is now accelerating the arms race between attackers and defenders, according to Microsoft in its latest...

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