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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 24 June 2025
China Telecom forms AI network alliance, gunning for global standards
As tensions between the United States and China in technology escalate, China is pushing to establish a new AI-driven path in the telecom sector. At the 2025 Mobile World Congress...
Tuesday 24 June 2025
Exclusive: 'A Chip Odyssey' director crafts semiconductor epic
The documentary 'A Chip Odyssey,' which chronicles the development of Taiwan's semiconductor industry, premiered on June 13, 2025. It quickly surpassed NT$5 million (approx. US$169,141)...
Tuesday 24 June 2025
Japan races to build domestic drone supply chain as China tightens grip
Japanese drone makers, long proud of their "Made in Japan" branding, remain heavily reliant on low-cost components from China, including key parts like electronic speed controllers,...
Tuesday 24 June 2025
1.4nm put on ice: Samsung reportedly reroutes foundry push to 2nm yield gains
Samsung Electronics is reportedly pushing back plans to build its 1.4nm test production line, shifting its focus toward improving yield and capacity for the 2nm node, now expected...
Tuesday 24 June 2025
South Korea's chip firms target Japan in bid to break global design bottleneck
South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world's most underpenetrated but promising...
Tuesday 24 June 2025
Taiwan accelerates autonomous bus trials and EV adoption to tackle 5,000-driver shortage
Taiwan is currently grappling with a shortage of approximately 5,000 bus drivers, prompting the government to accelerate the integration of autonomous driving technology into its...
Tuesday 24 June 2025
Vietnam extends VAT reduction to end of 2026 to boost economy
The Vietnamese National Assembly has approved an extension of the value-added tax (VAT) cut, reducing the rate from 10% to 8% until the end of 2026 to support domestic economic growth...
Tuesday 24 June 2025
China’s AI firms exploit Southeast Asia detour, weakening Huawei’s domestic chip ambitions
Chinese AI firms are reportedly utilizing AI compute resources in Southeast Asian nations to bypass US sanctions, exploiting regulatory frameworks that align with local laws and limit...
Monday 23 June 2025
Huawei 5nm's hard reality check
Huawei's next-generation chip ambitions are running into technical and geopolitical headwinds. While Chinese state media CCTV recently claimed a breakthrough in 5nm production through...
Monday 23 June 2025
Huawei HarmonyOS 6.0 preview: AI evolution targets Apple iOS 26
Huawei officially unveiled the HarmonyOS 6.0 Beta version at the "Huawei Developer Conference 2025" (HDC 2025) held in Songshan Lake on June 20, 2025, opening developer preview opportunities...
Monday 23 June 2025
Rising Israel-Iran tensions drive demand for Taiwan's military power amplifiers
Rising tensions between Israel and Iran have drawn global focus back to the modernization of defense communications and radar systems. This shift is driving sustained demand for military-grade...
Saturday 21 June 2025
India grants Starlink license to operate satellite internet services
India has granted a license to Elon Musk's Starlink, paving the way for the satellite internet service to operate in the country. India's Communications Minister Jyotiraditya Scindia...
Saturday 21 June 2025
GSEO signals cautious optimism under global trade uncertainty
GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking...
Friday 20 June 2025
Why Taiwan's chip blacklist matters more to India than it seems
A recent move that may have escaped wider attention could carry long-term consequences for the global chip supply chain. Taiwan has added China's top foundry, Semiconductor Manufacturing...
Friday 20 June 2025
U.S. defense firms shrug off China threat, join Taiwan sea drone test
Taiwan's National Chung-Shan Institute of Science and Technology hosted a demonstration of unmanned vessels, drawing 13 domestic and international companies, including five US firms...