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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
Thursday 29 May 2025
OpenAI establishes Seoul office as South Korea emerges as key AI testing hub
OpenAI expanded its Asian presence to Seoul in May 2025, marking its third regional office after Japan and Singapore as the ChatGPT maker seeks to capitalize on South Korea's rapidly...
Thursday 29 May 2025
Leadframe maker CWTC upbeat about market, with capacity expansion on track in Malaysia
Taiwan-based leadframe maker Chang Wah Technology (CWTC) is upbeat about 2025 as demand recovers, and will continue to expand its production capacity in Malaysia, according to company...
Thursday 29 May 2025
Japan plans major US chip purchases as leverage in tariff talks
In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US...
Wednesday 28 May 2025
Huawei assembles China's Merck: Zhuhai Cornerstone to secure chipmaking materials
Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022,...
Wednesday 28 May 2025
Self-developed Xring will power flagship products before expanding to other products, said Xiaomi
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...
Wednesday 28 May 2025
Xiaomi profit surges 161% in 1Q25 on strong EV and IoT sales
Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue...
Wednesday 28 May 2025
TSMC taps Munich for AI chip push as Europe craves tech sovereignty
TSMC will open a new design center in Munich in the third quarter of 2025, strengthening its footprint in Europe and supporting the region's push for greater semiconductor self-sufficiency...
Wednesday 28 May 2025
NTT showcases next-gen optical network vision at Osaka Expo 2025
At the 2025 Osaka-Kansai Expo, Japan's NTT presents its corporate pavilion under the theme "Parallel Travel." Through a narrative that transcends time and space, the company offers...
Wednesday 28 May 2025
Samsung foundry secures Switch 2 chip production in major win against TSMC
Samsung Electronics has reportedly secured the production order for Nintendo's next-generation game console, the Switch 2's core chip, marking a significant turning point for its...
Wednesday 28 May 2025
TSMC’s message to the world: Taiwan is still the chip capital
TSMC is moving full steam ahead with its cutting-edge 2-nanometer production, reinforcing its commitment to Taiwan even as it expands globally. In a recent statement, TSMC Executive...
Wednesday 28 May 2025
Indian GaN firm taps into Japan’s semiconductor ecosystem
An India-based gallium nitride (GaN) startup is exploring partnerships with Japanese companies to strengthen its technology stack and tap into Japan's advanced semiconductor supply...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
Tuesday 27 May 2025
China chip industry rises under US sanctions, Taiwan suppliers pivot
While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan's IC substrate manufacturers operating...
Tuesday 27 May 2025
Samsung's impossible choice: absorb 25% tariff hit or price out US customers
US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics,...
Tuesday 27 May 2025
Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already...