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 16 April 2025

Nvidia's China strategy set back by new US ban on H20 chip

Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...

Tuesday 15 April 2025

The Great Tech Reset 10: China's innovation edge—where business models outrun the tech

Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex...

Tuesday 15 April 2025

Tariff uncertainties prompt supply chain rethink as Trump 2.0 policies evolve

Global supply chain operators are adopting increasingly cautious strategies amid rapidly shifting US tariff policies, with companies accelerating their international production plans...

Tuesday 15 April 2025

TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns

TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...

Tuesday 15 April 2025

AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift

In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan...

Tuesday 15 April 2025

TSMC, Foxconn and Wistron join Nvidia’s US$500B push to manufacture AI chips and servers in the US

As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant...

Tuesday 15 April 2025

China says 'the sky will not fall' on trade, but risks remain

As trade frictions between China and the US escalate, with the US threatening to raise tariffs once again, the State Council of China held a press conference on April 14, 2025. The...

Monday 14 April 2025

DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation

US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor...

Monday 14 April 2025

Tariff maze deepens: US duties on Chinese goods up to 245% amid policy whiplash

Since April, the Trump administration's tariff policies have undergone frequent changes, creating confusion for businesses and traders struggling to adapt. Although the White House...

Sunday 13 April 2025

U.S. tech tariff exemptions offer relief for Apple and TSMC clients—while China still faces higher rates

The United States Customs and Border Protection (CBP) released updated tariff guidelines on the evening of April 11, setting a uniform...

Saturday 12 April 2025

U.S. manufacturing revival faces uphill battle despite Trump's tariff pressure

The Trump administration is intensifying efforts to cut national debt and encourage the return of manufacturing to American shores, aligning...

Saturday 12 April 2025

Samsung Electronics eyes semiconductor breakthroughs with 2nm and 1.0nm process developments

Samsung Electronics, a global leader in semiconductor manufacturing, is making significant strides in advancing its production capabilities...

Friday 11 April 2025

Apple and TSMC face challenges ahead of 2nm chip launch

The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners,...

Friday 11 April 2025

Taiwan must go beyond trade to secure strategic ties with US, industry leader says

As Washington presses pause on sweeping new tariffs—with China singled out for sharply higher rates—Taiwan is seizing the...

Thursday 10 April 2025

90-day pause: Tariff strategy shifts into round two

The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new...

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