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 6 October 2025

Nvidia's stake in Intel raises PC supply chain concerns

Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...

Friday 3 October 2025

Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes

United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor...

Friday 3 October 2025

Applied Materials warns of revenue hit from expanded US export blacklist

Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...

Friday 3 October 2025

Intel courts billions from big tech and Musk

Intel's ambitious revival remains far from fully financed, even after securing investments from SoftBank, the US government, and Nvidia. Analysts estimate the chipmaker still needs...

Thursday 2 October 2025

US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture

The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General...

Wednesday 1 October 2025

Taiwan rejects US proposal for 50-50 chip production split

US Secretary of Commerce Howard Lutnick recently proposed a 50-50 split in chip manufacturing between Taiwan and the US, claiming the US is nearing major tariff and semiconductor...

Wednesday 1 October 2025

Five major pressures plaguing TSMC as US government pushes for 50-50 production split

The Trump administration pushed for a 50-50 split in chip manufacturing between the US and Taiwan, pressuring TSMC to expand US production. This raises costs and risks for Taiwan's...

Wednesday 1 October 2025

Nvidia falters in China; Huawei moves to fill AI chip vacuum

Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...

Tuesday 30 September 2025

Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

Tuesday 30 September 2025

US expands entity list restrictions to cover affiliates of blacklisted firms

The US Department of Commerce has issued a new rule that broadens the reach of its export control regime by targeting affiliates of companies already on restricted lists. The change,...

Friday 26 September 2025

TSMC in Intel’s investment talks, as Andrew Ng flags Taiwan risk

Intel is reportedly stepping up efforts to raise capital and secure partnerships as part of its turnaround strategy, approaching firms including Apple and TSMC. The push has intensified...

Friday 26 September 2025

Trump approves TikTok divestiture plan, delays enforcement of foreign adversary app ban

US President Donald Trump has approved a plan for TikTok's US operations to be divested into a new US-based joint venture, determining that the move meets national security requirements...

Thursday 25 September 2025

Taiwan curbs chip exports to South Africa in rare diplomatic clash

Taiwan has imposed new restrictions on semiconductor exports to South Africa, citing national security concerns in a dispute that underscores...

Wednesday 24 September 2025

China to forgo developing nation status at WTO, signaling shift in global trade stance

China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding...

Tuesday 23 September 2025

Oracle reportedly to oversee TikTok algorithm under US-China framework deal

The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal,...

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