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

Monday 21 July 2025

Malaysia launches US$21 million fund to boost semiconductor packaging and attract global tech players

According to Bernama, Malaysia has launched a MYR90 million (US$21.2 million) Science Endowment matching fund aimed at accelerating the country's push into advanced semiconductor...

Monday 21 July 2025

Vietnam emerges as rising data center hub: regional policy shifts and tech investment drive momentum

Southeast Asia has become a hotspot for data center investments, with Vietnam gaining traction due to its relaxed regulations, competitive costs, and supportive policies. Recent changes...

Monday 21 July 2025

India may ease Chinese FDI curbs to boost electronics ecosystem amid thawing ties and export hurdles

India is considering easing foreign direct investment (FDI) restrictions on Chinese companies, signaling a potential policy shift driven by both economic and diplomatic calculation...

Friday 18 July 2025

Malaysia’s chip hub grows but local players struggle to take control

Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas...

Friday 18 July 2025

Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs

As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...

Friday 18 July 2025

Malaysia's road from foreign capital to homegrown innovation

Malaysia's semiconductor industry traces back to the 1970s. In August 1972, Malaysia's first free trade zone, the Bayan Lepas Free Industrial Zone (Bayan Lepas FIZ), was launched...

Thursday 17 July 2025

Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world

At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical...

Thursday 17 July 2025

Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Wednesday 16 July 2025

Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds

Tesla has opened its first showroom in India as part of a cautious, retail-first strategy to gauge market demand while holding off on local manufacturing. The move reflects the company's...

Wednesday 16 July 2025

US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...

Wednesday 16 July 2025

Exclusive: Intel ends reorg by July, stability ahead

Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms

Wednesday 16 July 2025

Apple turns to US rare earths in US$500M supply chain shift

Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.

Wednesday 16 July 2025

Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

Tuesday 15 July 2025

Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix

Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...

Tuesday 15 July 2025

TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

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