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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 3 July 2025
China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center...

Thursday 3 July 2025
Wolfspeed bankruptcy no surprise as product development lags Chinese rivals
US-based silicon carbide (SiC) giant Wolfspeed officially filed for bankruptcy this week following a series of rumors, initiating restructuring proceedings. Industry players in power...
Thursday 3 July 2025
US lifts EDA tool curbs as part of new China deal
The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...
Wednesday 2 July 2025
China-backed IC designer Unisoc kicks off IPO process amid push for profitability
Unisoc (Shanghai) Technologies Co., Ltd. has filed IPO counseling documents with the China Securities Regulatory Commission (CSRC), signaling plans to list on the Shanghai STAR Market...
Wednesday 2 July 2025
Intel exits auto sector as China strategy falters
At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles...
Wednesday 2 July 2025
TSMC announces leadership change at its Arizona unit
According to a corporate filing with the Taiwan Stock Exchange on July 1, TSMC Arizona Corporation, a key subsidiary of TSMC, announced a leadership change. Rick Cassidy resigned...
Wednesday 2 July 2025
Taiwan govt to leverage AI, semiconductor expertise in growing biomedical industry
Strong demand for high performance computing (HPC) and generative AI (GenAI) has helped drive a 75% year-over-year revenue increase in the IC sector across Taiwan's science parks...
Wednesday 2 July 2025
Taiwan's Southern tech hubs boom on Nvidia chip demand and expansion
Fueled by booming global demand for Nvidia's GB200 chips—and the anticipated launch of the more powerful GB300 in the second half of 2025—Taiwan's semiconductor manufacturing...
Tuesday 1 July 2025
UMC floats 6nm ambition as 12nm with Intel inches forward
As China accelerates domestic semiconductor self-sufficiency and backs foundries like SMIC, Taiwan-based United Microelectronics Corporation (UMC) faces rising pressure in the mature-node...
Tuesday 1 July 2025
Dixon sees order diversification as clients split smartphone volumes among rivals
Dixon Technologies, India's largest EMS provider, is seeing a shift in its smartphone manufacturing business as key clients begin splitting orders with competing suppliers.
Tuesday 1 July 2025
AI smart glasses heat up: Taiwan's chipmakers move in as big tech revives wearables
Meta's surprise success with its Ray-Ban smart glasses in 2024 reignited industry confidence in headworn devices. The result: a renewed wave of investment and innovation from big...
Tuesday 1 July 2025
German robotics firm NEURA unveils advanced humanoid robot amid industry shifts
At the Automatica 2025 exhibition in Germany, NEURA Robotics introduced its third-generation humanoid robot, the 4NE1 Gen-3, marking a significant step in Europe's evolving robotics...
Tuesday 1 July 2025
Chinese AI robotics leader Unitree Robotics reportedly aims for IPO by year-end
The competition in humanoid robotics is intensifying between the US and China, with several Chinese AI robotics companies emerging strongly amid this contest. Among them, Hangzhou-based...
Tuesday 1 July 2025
China race ahead with brain-computer interface fuel by chips, trials, policy support
With rapid advances in AI and semiconductors, brain-computer interface (BCI) technology is becoming a critical front in global tech rivalry. In China, a growing number of firms are...
Tuesday 1 July 2025
MWC CEO exclusive interview: How MWC transforms into a cross-industry platform in new telecom landscape
On the eve of MWC Shanghai's opening, Francesc Fajula, CEO of Mobile World Capital (MWC) Barcelona, made his first whirlwind visit to Taiwan and granted an exclusive interview with...