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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 8 April 2025
    Naura rides 44% profit surge, expands grip on China's semiconductor sector

    Naura Technology, a leading Chinese semiconductor equipment provider, reported its fiscal year 2024 results and issued guidance for the...

    Tuesday 8 April 2025
    South Korean firms' decades-long US cultivation: Shield against protectionism?
    On April 2, 2025, US President Donald Trump announced a new round of tariffs, imposing rates as high as 46% on products from Vietnam, 34% on those from China, 32% on Indonesia, and...
    Tuesday 8 April 2025
    Samsung to raise memory chip prices amid US tariff concerns
    Samsung Electronics plans to increase DRAM and NAND Flash memory prices by 3-5% in response to potential new US semiconductor tariffs, according to reports from South Korean media...
    Tuesday 8 April 2025
    Apple suppliers in China say US tariffs have limited impact — but risks are rising

    On April 7, multiple Chinese Apple suppliers responded to the Trump administration's newly announced "reciprocal tariffs." Reports from Xinhua...

    Tuesday 8 April 2025
    Trump threatens extra 50% tariffs as China stands ground in escalating trade fight; EU proposes 25% retaliatory tariff
    US President Donald Trump said he has no plans to suspend tariffs to facilitate trade negotiations, calling this the country's only chance to rebuild its industrial base. He warned...
    Tuesday 8 April 2025
    US reciprocal tariffs deal blow to Chinese, Taiwanese manufacturers in Vietnam
    On April 2, US President Donald Trump signed an executive order launching a new wave of "Liberation Day" reciprocal tariffs on major trading partners, including China, Taiwan, the...
    Tuesday 8 April 2025
    Kumamoto prefecture: TSMC's Japan investment undeterred by Trump tariffs
    Kumamoto Governor Takashi Kimura recently affirmed that Taiwan Semiconductor Manufacturing Company's (TSMC) commitment to its investments in Japan, particularly in Kumamoto Prefecture,...
    Tuesday 8 April 2025
    Tariff tsunami crashes into Taiwan's machine tool sector, smaller players face collapse amid bleak outlook
    The ongoing US tariff offensive has dealt a heavy blow to Taiwan's already fragile machinery industry, with the machine tool sector in particular clouded by mounting concerns. Already...
    Tuesday 8 April 2025
    Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
    The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments,...
    Tuesday 8 April 2025
    AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
    In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
    Tuesday 8 April 2025
    Trump tariffs make India an attractive iPhone export hub
    Apple is ramping up iPhone exports from India to the US in response to new tariffs imposed by US President Donald Trump, seeking to shield its margins without raising retail prices—for...
    Tuesday 8 April 2025
    Rapidus in talks with 50 potential US clients as challenges to serving Chinese market persist
    Rapidus, a Japanese semiconductor firm aiming to mass-produce 2nm chips, commenced partial trial production at its facility on April 1, 2025. According to Rapidus president Atsuyoshi...
    Tuesday 8 April 2025
    US tariffs force Foxconn pivot toward India, Vietnam for non-China, non-US markets
    The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones,...
    Monday 7 April 2025
    Taiwan's Ichia forecasts growth in 2025 on Nintendo supply deal, diversifying production beyond China
    Ichia Technologies, a Taiwanese manufacturer of mechanical components and flexible printed circuits, projects continued growth in 2025, driven by new supply relationships with Nintendo...
    Monday 7 April 2025
    Apple production hubs hit by tariffs
    Apple Inc. is finding itself squarely in the crosshairs of President Donald Trump's new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply...
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