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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 17 June 2025
Baidu escalates AI talent war with uncapped salaries, eyes deep tech grads

Baidu has launched its most extensive recruitment drive yet for top-tier AI talent, expanding its AI Developer Unit (AIDU) program by...

Tuesday 17 June 2025
ASML's next act: High-NA, Hyper-NA and the edge of what's possible
ASML Holding NV, the Dutch semiconductor equipment leader, dominates extreme ultraviolet (EUV) lithography, key to producing cutting-edge semiconductor chips. As the industry pushes...
Tuesday 17 June 2025
Huawei hits a ceiling? US caps Huawei's 2025 AI chip output at 200,000 units
Huawei Technologies is expected to produce no more than 200,000 Ascend-series AI chips in 2025, according to the US Department of Commerce, highlighting China's advancing chip design...
Tuesday 17 June 2025
India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff
Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and...
Monday 16 June 2025
China's rare earth curbs disrupt global tech supply chains as US trade tensions escalate
China's rare earth export restrictions, implemented in response to US semiconductor controls targeting its technology sector, are disrupting global supply chains and creating manufacturing...
Monday 16 June 2025
Former US army secretary leads Taiwan defense talks ahead of Ukraine visit
Defense industry autonomy has emerged as a global priority amid escalating geopolitical tensions. The Taiwan-US Defense Industry Forum recently concluded with former US Army Secretary...
Monday 16 June 2025
Accton expands Vietnam investment to strengthen global manufacturing
Networking equipment maker Accton Technology has approved an additional US$42.53 million investment in its Vietnam manufacturing facility, significantly boosting its production capacity...
Monday 16 June 2025
Vietnam pushes forward major administrative consolidation to streamline governance
Vietnam is embarking on its most extensive administrative restructuring since 1945, aiming to boost efficiency and reduce public sector costs. The country's National Assembly has...
Monday 16 June 2025
Taiwan adds Huawei, SMIC, others to export control entity list
On June 15, the International Trade Administration (ITA) under Taiwan's Ministry of Economic Affairs has updated its Strategic High-Tech Commodities Export Control Entity List, adding...
Monday 16 June 2025
VinFast commits to full local sourcing, expands supplier support to boost Vietnam's EV supply chain
Vietnamese EV maker VinFast has committed to purchasing all contracted products from local supply chain partners as part of its strategy to deepen domestic integration and enhance...
Monday 16 June 2025
US local governments focus on targeted industry incentives to attract investment
In the US, local government incentive programs for business attraction primarily hinge on factors such as the number of jobs created, salaries, duration, and capital investment amounts...
Friday 13 June 2025
Huawei founder: US is a generation ahead—but China will find a way
On the eve of high-level trade talks between the United States and China in London, an unusually candid interview with Zhengfei Ren, founder of Huawei, appeared in the Chinese state-run...
Friday 13 June 2025
SK Hynix unveils 30-Year DRAM roadmap with Vertical Gate, 3D stack in bid to extend Moore's Law
SK Hynix has unveiled a long-term roadmap for next-generation DRAM technologies, laying out a vision that aims to drive sustainable innovation over the next 30 years as the global...
Friday 13 June 2025
OpenAI reportedly seeks US$40 billion in new funding, eyes global investors including Saudi PIF and Reliance
OpenAI is reportedly in talks to raise up to US$40 billion in a major funding round, with potential backing from Saudi Arabia's Public Investment Fund (PIF), India's Reliance Industries,...
Friday 13 June 2025
China's NEV market battle drives LFP to new market share heights
The power batteries used in new energy vehicles (NEVs) are mainly dominated by ternary lithium batteries and lithium iron phosphate (LFP) batteries. China, which accounts for nearly...