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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 30 June 2025
TSMC turns US expansion crisis into opportunity; personnel reshuffle set for 2026
TSMC's US$65 billion Arizona expansion, initially hampered by cost overruns and construction delays, is now showing signs of strategic success as the chipmaker addresses key operational...
Monday 30 June 2025
Intel's CSO reportedly to leave today
Safroadu Yeboah-Amankwah, chief strategy officer (CSO) at Intel, is set to depart the company by June 30, marking one of the latest executive changes following Lip-Bu Tan's appointment...
Monday 30 June 2025
ASE COO flags potential setback to US$1 trillion semiconductor goal due to US tariffs and currency pressures
As the US enters a new phase of tariff enforcement—with the buffer period on reciprocal tariffs nearing expiration—concerns are growing that the global semiconductor industry's...
Friday 27 June 2025
ASML bets on High-NA EUV as Intel, TSMC, Samsung delay mass adoption over cost and risk
ASML, the world's sole provider of extreme ultraviolet (EUV) lithography machines, is pressing ahead with its next-generation High-NA (numerical aperture) EUV systems—even as...
Friday 27 June 2025
Hyundai Exter: Why this micro-SUV perfect choice for city driving
City driving requires a car that's small, agile, versatile, and loaded with the basics to simplify the daily grind. Meet the Hyundai Exter - a micro-SUV that is prompting...
Wednesday 25 June 2025
China's 618 shopping festival sparks cautious optimism in MCU market amid subsidy boost
The 2025 China 618 shopping festival has prompted a noticeable uptick in microcontroller unit (MCU) sales, signaling a tentative recovery in consumer electronics demand after sluggish...
Wednesday 25 June 2025
Ukraine delegation visits Taiwan to strengthen cooperation on drones, energy, and healthcare
Following its appearance at the Smart City Summit in March 2025, a Ukrainian business delegation has returned to Taiwan to deepen cooperation across four key sectors as part of Ukraine's...
Wednesday 25 June 2025
PSA eyes Southeast Asia, rare earths as AI and auto demand boost growth outlook
At the recent PSA Annual Shareholders' Meeting, CEO Anthony Chiao announced that GLOBAL BRS MANUFACTURE (GBM) has acquired two significant strategic assets: Japan's PCB manufacturer...
Wednesday 25 June 2025
How Trump blocked China's ambition to rule US energy storage
If not for a flurry of tariffs and mounting regulatory pressure under President Donald Trump, Chinese energy storage giants were poised to dominate the American market by 2025, so...
Wednesday 25 June 2025
Huawei's benchmarks show CloudMatrix 384 helps put Ascend chips ahead of Nvidia H800
Huawei has released new benchmark results showing its CloudMatrix 384 AI infrastructure outperforming Nvidia's H800 GPU in running DeepSeek's R1 reasoning model, which contains 671...
Tuesday 24 June 2025
China Telecom forms AI network alliance, gunning for global standards
As tensions between the United States and China in technology escalate, China is pushing to establish a new AI-driven path in the telecom sector. At the 2025 Mobile World Congress...
Tuesday 24 June 2025
Exclusive: 'A Chip Odyssey' director crafts semiconductor epic
The documentary 'A Chip Odyssey,' which chronicles the development of Taiwan's semiconductor industry, premiered on June 13, 2025. It quickly surpassed NT$5 million (approx. US$169,141)...
Tuesday 24 June 2025
Japan races to build domestic drone supply chain as China tightens grip
Japanese drone makers, long proud of their "Made in Japan" branding, remain heavily reliant on low-cost components from China, including key parts like electronic speed controllers,...
Tuesday 24 June 2025
1.4nm put on ice: Samsung reportedly reroutes foundry push to 2nm yield gains
Samsung Electronics is reportedly pushing back plans to build its 1.4nm test production line, shifting its focus toward improving yield and capacity for the 2nm node, now expected...
Tuesday 24 June 2025
South Korea's chip firms target Japan in bid to break global design bottleneck
South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world's most underpenetrated but promising...