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 July 2025

Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds

Tesla has opened its first showroom in India as part of a cautious, retail-first strategy to gauge market demand while holding off on local manufacturing. The move reflects the company's...

Wednesday 16 July 2025

US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...

Wednesday 16 July 2025

Exclusive: Intel ends reorg by July, stability ahead

Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms

Wednesday 16 July 2025

Apple turns to US rare earths in US$500M supply chain shift

Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.

Wednesday 16 July 2025

Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

Tuesday 15 July 2025

Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix

Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...

Tuesday 15 July 2025

TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

Tuesday 15 July 2025

Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025

GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk

With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...

Tuesday 15 July 2025

Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments

Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately,...

Tuesday 15 July 2025

Trump rekindles history as allies scramble in trade turmoil

The Trump administration is exploiting uncertainty and escalating tariff threats as its new strategy to force countries to comply with US demands. Starting on August 1, the US will...

Tuesday 15 July 2025

US copper tariffs create uncertainty as India develops semiconductor supply chain

The US's recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India's copper exports, but it may contribute to uncertainty in India's...

Tuesday 15 July 2025

Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth

Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14...

Tuesday 15 July 2025

Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle

Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...

Tuesday 15 July 2025

China lags in chip lithography, influential DC think tank says

China faces significant challenges advancing its semiconductor lithography, a key hurdle for its drive toward technological self-sufficiency and superiority in the trade war with...

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