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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 14 March 2025
Japan doubles down on Rapidus as semiconductor ambitions face funding hurdles
Japan's 2025 budget proposal is on the verge of approval, paving the way for government investment in Rapidus, a project focused on the mass production of advanced semiconductors...
Friday 14 March 2025
Trump's tariff tango sends auto supply chains reeling
US President Donald Trump's on-again, off-again approach to imposing 25% tariffs on Canada and Mexico has left the automotive industry in a state of flux. While the tariffs were intended...
Thursday 13 March 2025
India's Yotta drives AI growth but leaves Asus with significant bad debt
Asus declared a significant bad debt over the last quarter of 2024 due to delayed payments for server products sold to Yotta, a company highlighting India's eagerness to build AI...
Thursday 13 March 2025
India's telecom giants team up with SpaceX for satellite internet push
Following a significant meeting between Narendra Modi and Elon Musk in the US, SpaceX's Starlink has partnered with India's top two telecom companies to introduce satellite communication...
Thursday 13 March 2025
Analysis: Intel bets on Lip-Bu Tan to unite a fractured semiconductor giant
Intel has appointed Lip-Bu Tan as its next CEO following his resignation from the board in 2024 due to dissatisfaction with the company's organizational structure. This decision comes...
Wednesday 12 March 2025
Airtel-Starlink alliance challenges Jio's dominance in India's satellite internet race
Elon Musk's Starlink has partnered with Airtel, India's second-largest telecom company, to expand its internet services in India, intensifying competition with Mukesh Ambani's Reliance...
Tuesday 11 March 2025
Samsung intensifies scrutiny of system LSI and foundry amid ongoing struggles
Samsung Electronics has launched a sweeping internal review of its System LSI and foundry businesses, signaling potential restructuring efforts as the company grapples with widening...
Tuesday 11 March 2025
China's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout
China is advancing in extreme ultraviolet (EUV) lithography, with a domestically developed system undergoing testing at Huawei's Dongguan facility, according to XFastest...
Tuesday 11 March 2025
Samsung faces growth challenges in India as prolonged labor strike disrupts operations
Samsung Electronics is facing major setbacks as labor disputes at its Sriperumbudur factory in India escalate without resolution. South Korean industry observers warn that the prolonged...
Tuesday 11 March 2025
Naura ranks 6th among global semiconductor equipment providers despite US-China tensions
Naura Technology, with its expertise in etching, thin film deposition, and cleaning equipment, has moved up its global ranking to sixth from tenth place.
Tuesday 11 March 2025
China-based Hesai becomes first listed LiDAR firm to achieve non-GAAP profitability
Hesai Technology has achieved its first full-year non-GAAP profitability. Lei News and IT Home reported the leading Chinese LiDAR company's unaudited financial results...
Tuesday 11 March 2025
Xiaomi launches new flagship smartphone, eye market share boost with three key strategies
Xiaomi saw strong growth in Taiwan in 2024, achieving double-digit expansion. The company's shipments of high-end smartphones surged by 30% compared to the previous year, while wearable...
Tuesday 11 March 2025
Tesla's triple threat: political fallout, Chinese competition, and Optimus delays
Tesla is dealing with a trifecta of challenges: declining sales in Europe and China due to political backlash and tariff issues, difficulties competing with free Chinese Advanced...
Tuesday 11 March 2025
US may conduct hearing on mature process chip taxes from China
Recent reports indicate that the US will hold a hearing discussing whether tariffs should be imposed on China's mature process chips. Industry experts predict that several chip manufacturers,...
Tuesday 11 March 2025
Syncmold breaks into South Korean market as global expansion accelerates
Syncmold Enterprise expects to resume revenue growth in 2024, fueled by strong demand for display and low-orbit satellite products. Chairman Chiu-lang Chen predicts sustained operational...