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

Tuesday 17 June 2025

China-backed battery maker halts US expansion, putting BMW EV plans at risk

AESC, a Chinese-owned lithium battery manufacturer operating in the US, has suspended its plans to expand production at a key battery...

Tuesday 17 June 2025

Singapore sharpens sovereign AI edge as global competition intensifies

The artificial intelligence (AI) wave led by Nvidia has continuously driven rapid development in data centers and advanced semiconductor supply chains in recent years. As Nvidia CEO...

Tuesday 17 June 2025

LG Display sues Tianma, escalating the latest round of China-South Korea display patent battle

South Korean display technology firms have intensified patent litigation against Chinese competitors, reflecting growing tensions in the sector. Following Samsung Display's ongoing...

Tuesday 17 June 2025

Johor–Singapore Economic Zone's grand ambition to transform SEA's tech landscape

Just across the narrow Johor Strait from Singapore lies Malaysia's Johor state, a region that for decades has shared deep economic ties with the city-state. Yet despite their geographic...

Tuesday 17 June 2025

Sony to double HAMR semiconductor laser production capacity for HDDs

According to Nikkei, Sony Semiconductor Solutions, the semiconductor division of Sony Group, is set to double the production capacity of its semiconductor lasers designed...

Tuesday 17 June 2025

TSMC and Samsung ramp up 2nm chip production race for 2H25

TSMC and Samsung Electronics are both intensifying efforts to begin mass production of 2nm semiconductor technology by the second half of 2025, according to reports from South Korean...

Tuesday 17 June 2025

China's AMEC eyes global lead with plan to double semiconductor equipment reach

Advanced Micro-Fabrication Equipment Inc., China (AMEC) Chairman Gerald Yin announced that the company is entering a new strategic expansion phase. Over the next five to ten years,...

Tuesday 17 June 2025

Nissan to reduce stake in Renault for vehicle development and restructuring

Nissan Motor Co. is set to reduce its stake in French automaker Renault, a move that could generate approximately JPY100 billion (US$692.29 million) if the company sells 5% of its...

Tuesday 17 June 2025

China joins US in brain implant race with clinical trial

China's first clinical trial of a technology that allows signals from the brain to control an external device has proved successful, making it only the second country after the US...

Tuesday 17 June 2025

Baidu escalates AI talent war with uncapped salaries, eyes deep tech grads

Baidu has launched its most extensive recruitment drive yet for top-tier AI talent, expanding its AI Developer Unit (AIDU) program by...

Tuesday 17 June 2025

ASML's next act: High-NA, Hyper-NA and the edge of what's possible

ASML Holding NV, the Dutch semiconductor equipment leader, dominates extreme ultraviolet (EUV) lithography, key to producing cutting-edge semiconductor chips. As the industry pushes...

Tuesday 17 June 2025

Huawei hits a ceiling? US caps Huawei's 2025 AI chip output at 200,000 units

Huawei Technologies is expected to produce no more than 200,000 Ascend-series AI chips in 2025, according to the US Department of Commerce, highlighting China's advancing chip design...

Tuesday 17 June 2025

India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff

Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and...

Monday 16 June 2025

China's rare earth curbs disrupt global tech supply chains as US trade tensions escalate

China's rare earth export restrictions, implemented in response to US semiconductor controls targeting its technology sector, are disrupting global supply chains and creating manufacturing...

Monday 16 June 2025

Former US army secretary leads Taiwan defense talks ahead of Ukraine visit

Defense industry autonomy has emerged as a global priority amid escalating geopolitical tensions. The Taiwan-US Defense Industry Forum recently concluded with former US Army Secretary...

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