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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
Tuesday 24 December 2024
Chinese EV makers hit EU wall as tariffs add to import costs
Chinese automakers captured their smallest share of Europe's electric vehicle (EV) market in eight months after new tariffs increased the cost of importing cars to the region by as...
Tuesday 24 December 2024
Indonesia seeks closer ties with Elon Musk: propose data center collaboration after battery factory setback
With the upcoming Trump administration, the Indonesian government is working to deepen its ties with Elon Musk, who maintains close connections with the president-elect and is expected...
Tuesday 24 December 2024
Wistron expands global footprint: new investments in US, Vietnam, and India
In a strategic move to strengthen its global presence, Wistron's board of directors approved several overseas investment projects on December 20, 2024, including a major renovation...
Friday 20 December 2024
US tariff expansion to Southeast Asia alarms automotive supply chain
The automotive supply chain is increasingly worried about the potential expansion of US tariffs to Southeast Asia.
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across...
Thursday 19 December 2024
China leads battery materials as South Korea's Posco Future M faces exit; Lotte eyes LFP mass production
China's battery materials sector is thriving, backed by government subsidies, low electricity costs, and cheaper labor, enabling aggressive investment. In contrast, South Korean firms,...
Thursday 19 December 2024
China, US policies drive rush orders, lifting TV panel makers' utilization rates
The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US...
Thursday 19 December 2024
US probes China-founded router maker on national security fears
The US government has launched a national- security investigation into TP-Link, the China-founded router maker whose equipment now dominates the American market and has been targeted...
Thursday 19 December 2024
Japanese robotics giants pivot to US amid China market slump
Japanese robotics giants Fanuc and Yaskawa Electric are realigning their development strategies toward the US market amid declining demand in China. This shift is evident in their...
Wednesday 18 December 2024
US tightened chip controls put Samsung's China operations at risk
The US Department of Commerce's Bureau of Industry and Security (BIS) has expanded semiconductor export controls to include high bandwidth memory (HBM), a crucial component for artificial...
Wednesday 18 December 2024
US reportedly investigates Chinese semiconductors with possible tariffs amid dominance concerns
The US reportedly plans to invoke Section 301 of the Trade Act to investigate Chinese semiconductors, focusing on mature process chips in medical devices, cars, and smartphones. The...
Wednesday 18 December 2024
Notebook brands seek production beyond Vietnam as Trump 2.0 tariffs looms
With Donald Trump ready to take office in January 2025, notebook brands are asking their upstream supply chain partners to establish plants outside Vietnam, amid growing concerns...
Wednesday 18 December 2024
Malaysia launches National AI Office
On December 12, 2024, Malaysia marked a significant milestone in its digital transformation journey by officially launching the National AI Office (NAIO), a dedicated institution...
Wednesday 18 December 2024
US tariffs aim to steer global trade directions, says Pegatron chairman
In response to new US tariffs that may be imposed by US President-elect Donald Trump's upcoming administration, Pegatron chairman TH Tung pointed out that the US should value its...
Wednesday 18 December 2024
Chinese solar firm plans Malaysia expansion following US countervailing duty
Days after the US government announced fresh countervailing duties on solar products from Southeast Asian countries, targeting Chinese companies, China-based solar inverter manufacturer...