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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
    Wednesday 20 August 2025
    US's move to block BOE OLEDs could help South Korea, but raises bigger concerns

    The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case...

    Wednesday 20 August 2025
    Apple reportedly produces full iPhone 17 lineup in India
    Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...
    Wednesday 20 August 2025
    SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
    SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...
    Wednesday 20 August 2025
    VinFast restructures with transfer of Novatech shares worth US$1.6 billion to founder
    On August 14, 2025, VinFast Auto announced a restructuring plan that will spin off certain research and development assets into a newly formed entity and subsequently transfer ownership...
    Wednesday 20 August 2025
    Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown
    Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new...
    Wednesday 20 August 2025
    Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
    The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation...
    Tuesday 19 August 2025
    Last-minute rush orders shake up Taiwan's chip industry
    Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...
    Tuesday 19 August 2025
    AMD opens new office and engineering lab in Penang
    AMD recently inaugurated a new office and engineering lab facility in Bayan Lepas, marking a major expansion of its global business services and engineering operations in Malaysia.
    Tuesday 19 August 2025
    China's humanoid robots to make live debut in Taipei, testing Taiwan's supply-chain edge
    Global labor shortages and US reciprocal tariffs are pushing supply chains to fast-track automation as a safeguard against disruption. Advances in artificial intelligence are transforming...
    Tuesday 19 August 2025
    US tariff measures hit simultaneously, economic slowdown expected in 2H25
    US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
    Tuesday 19 August 2025
    China EV sector invests more abroad than at home for first time
    Chinese companies involved in the electric vehicle industry invested more overseas than domestically for the first time in 2024, although foreign projects face higher costs, delays...
    Tuesday 19 August 2025
    US tariffs prompt TEEMA to plan science parks in US and Mexico
    Young Liu, chairman of Hon Hai Precision Industry (Foxconn) and leader of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), raised concerns over a 20% tariff...
    Tuesday 19 August 2025
    Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control

    The Trump administration is reportedly weighing a plan to take a 10% stake in Intel, potentially...

    Monday 18 August 2025
    Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India
    Dixon Technologies formed a joint venture with China's HKC, highlighting a thaw in India-China business ties, even as US President Donald Trump's 50% tariff on Indian goods unsettles...
    Monday 18 August 2025
    Modi emphasizes self-reliance, announces reforms as protectionism rises
    Indian Prime Minister Narendra Modi used his Independence Day address on August 15, 2025, to make a sweeping case for self-reliance, presenting it as both a matter of national dignity...
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