GeoWatch

Essential technology and geopolitical news recap.

Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

DIGITMES Asia provides basic users with unlimited access to toll-free articles. Sign up for free subscription now to continue your reading!

Subscribe Now

IN THE NEWS

Wednesday 13 August 2025

Why Taiwanese tech giants pour record funds into US AI server hubs

Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics

Tuesday 12 August 2025

Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...

Tuesday 12 August 2025

Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25

Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...

Tuesday 12 August 2025

Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts

Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...

Tuesday 12 August 2025

Sony shifts PS5 production out of China to dodge US tariffs

Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...

Tuesday 12 August 2025

Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief

US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...

Tuesday 12 August 2025

Samsung's potential US$50 billion US chip expansion puts pressure on TSMC

Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...

Monday 11 August 2025

Against the odds, Toyota and Nissan find footing in China’s EV market

After years of defense, Japanese electric vehicles are mounting a quiet yet striking comeback in China—a market now dominated almost...

Monday 11 August 2025

Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea

Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end...

Monday 11 August 2025

GlobalWafers partners with Apple to bolster US chip supply chain, expand advanced wafer production

Sino-American Silicon Products Group (SAS) recently announced that its subsidiary, GlobalWafers, has entered a strategic partnership with Apple to target the US market jointly. The...

Monday 11 August 2025

Airtel's Xtelify unveils sovereign cloud and AI tools to target telecom and enterprise growth

India-based Bharti Airtel's digital services arm, Xtelify, has launched Airtel Cloud, a sovereign cloud platform, along with an AI-powered software suite aimed at boosting efficiency...

Monday 11 August 2025

Nvidia, AMD agree to pay US 15% of China chip sale revenue

Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure...

Monday 11 August 2025

TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance

Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...

Saturday 9 August 2025

Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production

South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...

Friday 8 August 2025

Intel CEO rebuffs Trump resignation call in staff letter

US President Donald Trump has publicly called for Intel CEO Lip-Bu Tan to "immediately resign," accusing him of significant conflicts of interest tied to past investments in Chinese...

3/201 pages