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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
Friday 21 March 2025
Thunder Tiger's unmanned boats to feature in June sea trials

The drone industry is not the only sector benefiting from defense opportunities. Taiwan's policy on unmanned vehicles includes surface and underwater crafts. Recently,...

Friday 21 March 2025
Huawei's US$119B boom: Enterprise business takes the lead in 2024
Huawei hosted the Huawei China Partner Conference 2025 at the Shenzhen Convention and Exhibition Center, bringing together industry leaders and business partners under the theme "Born...
Friday 21 March 2025
NTT to invest US$1.5 billion in India to expand data centers and optical network
Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate...
Friday 21 March 2025
Malaysian IC design houses awaiting details of Arm deal
The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the...
Friday 21 March 2025
China steel unit expands semiconductor business, eyes biomedical growth
Thintech Materials, a subsidiary of China Steel Corporation, is ramping up its semiconductor operations with expected significant growth by 2025, driven by target and evaporation...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Flexibility in 'Nuclear-Free Homeland' policy may pave the way for Maanshan Nuclear Power Plant's continued operation
Amid the rising demand for electricity driven by the expansion of chipmakers, Raymond Greene, Director of the American Institute in Taiwan (AIT), has stated that the US is willing...
Thursday 20 March 2025
Infineon plans to double workforce in India by 2030
German semiconductor company Infineon Technologies is planning to double its workforce in India to 5,000 employees by 2030, with a significant emphasis on R&D. Currently, the...
Thursday 20 March 2025
Acer subsidiary Altos Computing rides on Indian AI demand, eyes IPO in India by 2025
Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth,...
Thursday 20 March 2025
Acer ITS charges into Thailand, powers up Taiwan's entertainment machines
Acer ITS is expanding into Taiwan's entertainment machine market, including Pokemon and claw machines, leveraging its expertise in hardware and software integration from public transportation...
Wednesday 19 March 2025
Formosa Town in India: Telangana establishes industrial zone for Taiwanese firms amid geopolitical shifts
In a significant development for Taiwan-India economic relations, the Allegiance Group has signed a major project cooperation agreement with the government of Telangana state in India...
Wednesday 19 March 2025
Sunwoda invests US$1 billion to build Thailand's first EV battery plant
Thailand has approved a more than US$1 billion investment by Sunwoda Electronic to build an electric vehicle (EV) battery plant in the country, marking Sunwoda as the first EV battery...
Tuesday 18 March 2025
Ventec optimistic about high-margin product momentum; hopes new Thailand plant mitigates geopolitical impacts
Copper-clad laminate (CCL) manufacturer Ventec has experienced declining revenue over the past three years but has strategically shifted towards niche specialty materials and high-margin...
Tuesday 18 March 2025
Who will step in for ZT System's US factory?
In response to the tariff policies of the Trump administration, server ODMs are actively relocating their production lines. Texas has become a common denominator, with nearly all...
Tuesday 18 March 2025
Tesla offers free one-month FSD trial in China amid market woes
With competitive pressure increasing in the Chinese market, compounded by various unfavorable factors globally, Tesla China announced on March 17 that it will offer a one-month free...