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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 22 July 2025
Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
Tuesday 22 July 2025
China's grip on rare earths puts South Korea's defense drone plans at risk
South Korea's ambitions to build a self-sufficient drone supply chain have hit a critical bottleneck just three months after China imposed export controls on seven rare earth elements...
Tuesday 22 July 2025
Qualcomm targets India for smart glasses expansion
Qualcomm Technologies showcased its latest spatial computing innovations during the Snapdragon for India – XR Day event held on July 21, 2025, in New Delhi, reaffirming its...
Tuesday 22 July 2025
India's Reliance expects clean energy gigafactories to go live within six quarters, starting green hydrogen and battery production
Reliance Industries, led by billionaire Mukesh Ambani, expects its much-anticipated clean energy gigafactories in Jamnagar, Gujarat, to become operational over the next four to six...
Tuesday 22 July 2025
China's RISC-V charge expedites: DAMO Academy, BOSC go deep on server-class and 16-core CPUs
China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V...
Monday 21 July 2025
Nvidia CEO Jensen Huang highlights China's unique role in AI innovation and tech ecosystem
Nvidia founder and CEO Jensen Huang recently visited China, and in a one-on-one interview with CCTV, he highlighted the uniqueness and significance of the Chinese AI market...
Monday 21 July 2025
Exclusive: YMTC to pilot fully China-made NAND line in 2025, eyes 15% global share by 2026
Yangtze Memory Technologies Co. (YMTC), China's top NAND flash maker, is advancing its push for equipment self-sufficiency. Supply chain sources say the company's first NAND production...
Monday 21 July 2025
Malaysia launches US$21 million fund to boost semiconductor packaging and attract global tech players
According to Bernama, Malaysia has launched a MYR90 million (US$21.2 million) Science Endowment matching fund aimed at accelerating the country's push into advanced semiconductor...
Monday 21 July 2025
Vietnam emerges as rising data center hub: regional policy shifts and tech investment drive momentum
Southeast Asia has become a hotspot for data center investments, with Vietnam gaining traction due to its relaxed regulations, competitive costs, and supportive policies. Recent changes...
Monday 21 July 2025
India may ease Chinese FDI curbs to boost electronics ecosystem amid thawing ties and export hurdles
India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculation...
Friday 18 July 2025
Malaysia’s chip hub grows but local players struggle to take control
Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas...
Friday 18 July 2025
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...
Friday 18 July 2025
Malaysia's road from foreign capital to homegrown innovation
Malaysia's semiconductor industry traces back to the 1970s. In August 1972, Malaysia's first free trade zone, the Bayan Lepas Free Industrial Zone (Bayan Lepas FIZ), was launched...
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical...
Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...