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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
Monday 8 September 2025
Taiwan's high-tech supply chain faces rising pressures amid global expansion and outsourcing trends
Taiwan's high-tech manufacturers are encountering significant challenges as they establish factories overseas, particularly due to cost pressures stemming from US President Donald...
Thursday 4 September 2025
Tech Forum 2025: US-based server assembly surges as Taiwan's EMS leaders navigate rising costs and trade uncertainties
The Trump administration's tariff policy announced in April 2025 is reshaping global server supply chains, prompting Taiwan's leading EMS firms—Foxconn, Wistron, Quanta, Inventec,...
Thursday 4 September 2025
China imposes anti-circumvention duties on US-made optical fibers
China's Ministry of Commerce has ruled that US optical fiber producers circumvented existing anti-dumping measures by altering trade patterns and exporting a different category of...
Thursday 4 September 2025
GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy
GlobalFoundries (GF), the US-based contract chipmaker, is accelerating its "China for China" strategy through a partnership with Guangzhou Zen Semiconductor (Zensemi). The collaboration...
Thursday 4 September 2025
China's SiC substrate industry faces setback, seeks strategic pivot
In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...
Wednesday 3 September 2025
Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...
Wednesday 3 September 2025
TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives
TSMC has surpassed Intel in the number of US patent applications for silicon photonics (SiPh), a crucial optoelectronic integration technology essential for artificial intelligence...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Wednesday 3 September 2025
Yageo receives Japanese approval to acquire Shibaura Electronics after national security review
Taiwan-based Yageo has secured approval from Japanese foreign direct investment (FDI) authorities to acquire Shibaura Electronics, following an extensive national security review...
Wednesday 3 September 2025
China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab
TSMC has become the latest chipmaker to lose its exemption to use US semiconductor equipment in China, following similar moves against South Korea's Samsung Electronics, SK Hynix,...
Tuesday 2 September 2025
Unlike Samsung and SK Hynix, TSMC discloses loss of US waiver for China

The US has revoked TSMC's authorization to ship equipment and materials without a license to its Nanjing fabrication plant, according...

Tuesday 2 September 2025
Modi inaugurates Semicon India, hails India's first made-in-India chip
Indian Prime Minister Narendra Modi inaugurated the three-day Semicon India 2025 at Yashobhoomi, highlighting India's growing role in the global semiconductor ecosystem. Addressing...
Tuesday 2 September 2025
China offers Malaysia rare earth tech — state partnerships only
Malaysia has revealed that China is prepared to offer assistance in developing rare earth processing technology, contingent upon partnerships involving Malaysian state-owned compan...
Tuesday 2 September 2025
TSMC 2nm leak case: Three former employees remanded for another three months without visitation
The investigation into the TSMC 2nm trade secret leak case has concluded for three detained suspects, who have been formally indicted under the National Security Act and Trade Secrets...
Tuesday 2 September 2025
Foxconn leads US$1 trillion sovereign AI boom
Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...