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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 10 March 2025
Huawei, Inspur champion DeepSeek-powered all-in-one AI servers
With AI adoption accelerating across industries, Chinese tech firms are simplifying AI infrastructure to meet growing demand. Many are rolling out all-in-one (AIO) servers powered...
Monday 10 March 2025
Amkor reportedly expands investment in South Korea to meet client demand
Amkor Technology, a prominent American semiconductor packaging and testing company, is expanding its footprint in South Korea. According to South Korean media reports, Amkor is investing...
Monday 10 March 2025
China RISC-V push gains traction, Western rivals stay cautious
China's push for RISC-V has returned to the spotlight, with Alibaba's XuanTie launching its first server-grade CPU, the C930, in March 2025. Meanwhile, reports suggest Beijing is...
Monday 10 March 2025
Malaysia engages chip companies on potential US tariff impacts
According to Reuters, Malaysia is in discussions with semiconductor firms operating in the country to assess the impact of potential US tariffs on chips, Trade Minister Tengku...
Monday 10 March 2025
Intel's struggles: TSMC's dominance, Trump's strategy, and the outlook of 'Made in America'
The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, have weighed in on Intel's foundry business. Chang, in...
Monday 10 March 2025
Race into the future: China expedites humanoid robotics with Beijing's 1st robot half-marathon
China will host the world's first humanoid robot half-marathon on April 13, 2025, as part of the Beijing Yizhuang Half-Marathon. For the first time, humanoid robots will officially...
Monday 10 March 2025
Vietnam, China deepen economic ties with investments in high-tech, green energy, EMS
On February 28, 2025, the Prime Minister of Vietnam, Pham Minh Chinh, met with executives from 23 major Chinese corporations in Hanoi to strengthen economic ties and position Vietnam...
Saturday 8 March 2025
Malaysia urges solar companies to explore ASEAN markets as US tariffs take effect
The Malaysian government urges solar companies to seek alternative markets amid new US tariffs affecting Malaysia, Cambodia, Thailand, and Vietnam amid US tariff uncertainties.
Friday 7 March 2025
Lenovo to build all PCs in India for local market, launch AI server plant
Lenovo has unveiled a plan to manufacture all its PC models in India exclusively for the Indian market over the next three years. The company is also preparing to manufacture GPU-based...
Friday 7 March 2025
Silicon spies: The high-stakes espionage battle for semiconductor supremacy
In a world where chips, not Walther PPKs, are the weapons of choice, the modern spy game plays out not in glamorous casinos but in sterile cleanrooms where the world's most advanced...
Friday 7 March 2025
How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the...
Friday 7 March 2025
Chinese memory makers gaining market share by copying strategy of South Korean leaders
The South Korean firms' strategy of expanding investment into a crisis-stricken market succeeded in sending them to the top of the global memory market. However, Chinese memory makers...
Thursday 6 March 2025
Tariff war has prompted swift migration of E-paper supply chain out of China
Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The...
Wednesday 5 March 2025
MWC Live: Kyocera and Taiwanese partners launch O-RAN alliance to disrupt 5G dominance
Top Japanese electronics manufacturer Kyocera has officially entered the 5G base station market. At MWC 2025, the company unveiled the O-RU Alliance, a partnership with telecom equipment...
Wednesday 5 March 2025
Commentary: TSMC's $100B US expansion may force tech giants to shoulder the bill
Following TSMC's announcement of an extra US$100 billion investment in the US, it is anticipated that securing US financing will become more challenging for TSMC's expanding US ventures...