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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 25 February 2025
DeepSeek gains traction among China state-owned enterprises
DeepSeek, China's open-source large language model (LLM), is rapidly gaining momentum as state-owned enterprises eagerly embrace the AI platform. More than 20 Chinese state-owned...
Tuesday 25 February 2025
Suzuki's US$26.5 billion plan: India at the core of ambitious strategy for growth and electrification
Suzuki Motor Corporation unveiled its new mid-term business plan in February 2025, detailing an ambitious investment of JPY4 trillion (US$26.5 billion) through the end of March 2031...
Tuesday 25 February 2025
US AI chip export curb expected to impact Malaysia's data center development
Chin Tong Liew, Malaysia's Deputy Minister of Investment, Trade, and Industry (MITI), has acknowledged that the US restrictions on artificial intelligence (AI) chip exports, set to...
Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Tuesday 25 February 2025
German investment in Taiwan hits 7-year low as 42% of firms halt new projects
Taiwan's appeal as a business destination for German companies is showing signs of strain, with investment sentiment hitting a seven-year low amid concerns over energy transition...
Tuesday 25 February 2025
China's DeepSeek sparks an automation boom, keeping supply chains local
The swift progression of AI is accelerating automation within the manufacturing sector. Contributing significantly to this trend is China's DeepSeek, which provides a cost-effective...
Monday 24 February 2025
Samsung, union agree 5.1% wage hike in 2025 as tensions ebb
Samsung Electronics and its largest labor union have tentatively agreed to a 5.1% wage increase and stock awards for staff in 2025, signaling efforts by the two sides to defuse tensions...
Monday 24 February 2025
Foxconn subsidiary acquires 25% stake in Goertek Electronics Vietnam for US$50 million
Foxconn, through its subsidiary New Wing Interconnect Technology (Bac Giang), has acquired a 25% stake in Goertek Electronics Vietnam for US$50 million, announcing the deal on the...
Monday 24 February 2025
TSMC's second Japanese fab maintains production timeline for 2027 despite possible construction delay
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first...
Monday 24 February 2025
Dixon Technologies eyes US$3 billion display unit, seeks Indian government backing
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, is pushing to build a US$3 billion display fabrication unit, contingent on government support...
Monday 24 February 2025
Nissan denies closure of Thailand plant; pledges to expand HEV investment instead
Nissan has dismissed speculation that it plans to shut down its factory in Thailand, reaffirming the country's role as a key manufacturing hub in the Association of Southeast Asian...
Saturday 22 February 2025
Taiwan eyeing Indian talent to support Silicon Valley-like tech hub plans
Taiwan's status as a global powerhouse in the semiconductor industry could be undermined by labor shortages, but talent from India could provide a solution.
Friday 21 February 2025
SK Hynix CEO sees greater opportunities for semiconductor industry amid DeepSeek's impact
SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China's DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry...
Friday 21 February 2025
China's auto price war nearing a turning point—Trump's tariffs could be an unexpected catalyst
China's automotive market remains caught in an intense price war, with competition becoming increasingly cutthroat over the past two years. This has forced weaker brands out of the...