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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
Friday 25 July 2025
The end of blank checks: Intel kills European fabs, doubles down on Vietnam and Malaysia
Intel's era of building first and finding customers later is over.
Thursday 24 July 2025
What did Japan give up to lower US tariffs?
Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to...
Wednesday 23 July 2025
China's rare earth export curbs disrupt Foxconn's AirPods production in India
Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an...
Tuesday 22 July 2025
Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible...

Tuesday 22 July 2025
China's AI adoption rises as DeepSeek challenges Meta's open-source dominance
A recent report from Artificial Analysis reveals that 55% of respondents are willing to adopt Chinese AI providers' models, provided the model hosting is outside China. In the open-source...
Tuesday 22 July 2025
Beijing's law of evolution: China moves to crash EV price war amid mounting cash crunch
China has revived price controls and capacity discipline mechanisms across its clean energy sectors, triggering a solar industry price recovery. The government now extends similar...
Tuesday 22 July 2025
Apple maintains momentum in India as smartphone market rebounds in 2Q25
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments,...
Tuesday 22 July 2025
Zyxel expects Vietnam plant to start volume production in 4Q26
Networking gear maker Zyxel Group is set to start constructing a new plant in Vietnam in July, with production expected to start next year, despite uncertainties arising from the...
Tuesday 22 July 2025
Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
Tuesday 22 July 2025
China's grip on rare earths puts South Korea's defense drone plans at risk
South Korea's ambitions to build a self-sufficient drone supply chain have hit a critical bottleneck just three months after China imposed export controls on seven rare earth elements...
Tuesday 22 July 2025
Qualcomm targets India for smart glasses expansion
Qualcomm Technologies showcased its latest spatial computing innovations during the Snapdragon for India – XR Day event held on July 21, 2025, in New Delhi, reaffirming its...
Tuesday 22 July 2025
India's Reliance expects clean energy gigafactories to go live within six quarters, starting green hydrogen and battery production
Reliance Industries, led by billionaire Mukesh Ambani, expects its much-anticipated clean energy gigafactories in Jamnagar, Gujarat, to become operational over the next four to six...
Tuesday 22 July 2025
China's RISC-V charge expedites: DAMO Academy, BOSC go deep on server-class and 16-core CPUs
China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V...
Monday 21 July 2025
Nvidia CEO Jensen Huang highlights China's unique role in AI innovation and tech ecosystem
Nvidia founder and CEO Jensen Huang recently visited China, and in a one-on-one interview with CCTV, he highlighted the uniqueness and significance of the Chinese AI market...
Monday 21 July 2025
Exclusive: YMTC to pilot fully China-made NAND line in 2025, eyes 15% global share by 2026
Yangtze Memory Technologies Co. (YMTC), China's top NAND flash maker, is advancing its push for equipment self-sufficiency. Supply chain sources say the company's first NAND production...