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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 15 July 2025
Trump takes aim at drones and solar parts, with tariffs in his sights
The US Commerce Department launched investigations into imports of drones, parts for unmanned aerial vehicles, and polysilicon, a key material for solar power, setting the stage for...
Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed...
Tuesday 15 July 2025
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...
Tuesday 15 July 2025
US tariffs disrupt China's PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on...
Tuesday 15 July 2025
Japan's JS Foundry files for bankruptcy following power chip strategy setbacks
JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion...
Monday 14 July 2025
Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem
MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor...
Monday 14 July 2025
India confronts rare earth crisis with incentives, strategic alliances
India is taking bold steps to tackle its growing rare earth crisis, eyeing on a multi-billion-rupee incentive plan to boost domestic production of rare earth magnets, as China tightens...
Saturday 12 July 2025
Trump's 30% tariff threat to EU and Mexico comes with fine print
President Donald Trump unleashed his latest tariff ultimatums, declaring a 30% rate for Mexico and the European Union, as his trade agenda continues to keep allies off balance and...
Saturday 12 July 2025
Japan's OSAT firms unite to cut costs and reclaim industry ground
Japan's outsourced semiconductor assembly and test (OSAT) industry, long composed of small, regional firms with limited resources, is making a rare push for collective strength. In...
Saturday 12 July 2025
Exit of TSMC's star procurement VP raises industry eyebrows
Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn industry attention with her unexpected resignation. One month after...
Friday 11 July 2025
Vietnam accelerates export diversification as US tariffs take effect
Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new...
Friday 11 July 2025
Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant
Nissan will start producing its compact SUV, the Kicks, at the Oppama plant in Kanagawa Prefecture in the second half of fiscal 2025 (October 2025 to March 2026), according to Nikkei...
Friday 11 July 2025
India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push
Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme...
Thursday 10 July 2025
Japan secures 'golden share' in Rapidus to safeguard chip tech, bolster 2nm push
Japan's Ministry of Economy, Trade and Industry (METI) said it will condition public investment in chip startup Rapidus on the issuance of a "golden share" that grants the government...
Thursday 10 July 2025
Trump slaps 50% tariff on Brazil, while EU, India, and Taiwan await final decisions
US President Donald Trump unveiled a new round of tariff demand letters on Wednesday, including a 50% rate on Brazil, one of the highest so far announced for the levies which are...