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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
Monday 10 February 2025
France to announce EUR109 billion in fresh AI investments
France is set to announce a total of EUR 109 billion (US$113 billion) in investment in artificial intelligence (AI) projects in the country by companies, funds, and other sources...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
Thailand navigates US-China trade tensions with bilateral engagement
Thailand is strategically managing the escalating tariff tensions between the US and China. While not directly targeted by US tariff policies, Thai officials are taking preemptive...
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...
Saturday 8 February 2025
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design firms amid intensifying US-China trade tensions. Effective...
Saturday 8 February 2025
Rapidus CEO eyes Computex to pitch 2nm alternative to TSMC
Recent speculations indicate that Atsuyoshi Koike, president and CEO of Rapidus, will head a team to the Computex trade show for the first time in late May.
Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Friday 7 February 2025
Toyota's two-pronged US-Sino strategy for EV battery production
Toyota has unveiled plans to accelerate its electrification initiatives in the US and China, according to its latest financial report. The Japanese automaker will begin producing...
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
Taiwan OSATs benefit from order transfers amid US-China tariff tensions
Following the resumption of US-China trade tensions under President Trump's administration, which imposed a 10% tariff on Chinese imports, along with former President Biden's tiered...
Friday 7 February 2025
Apple's China focus thrusts it into center of geopolitical fight
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs...
Friday 7 February 2025
Beyond DeepSeek: how China's elite LLMs are redefining global AI
The emergence of DeepSeek is reshaping China's AI landscape, signaling a transformational shift in the global AI race. Industry experts believe DeepSeek is not the only "black swan"...
Thursday 6 February 2025
China strikes back at Trump tariffs: ripples on Taiwan and global trade
China has launched an antitrust probe into Google as its first major countermeasure against US President Donald Trump's latest tariffs on Chinese imports. On February 1, 2025, Trump...
Wednesday 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.