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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
Thursday 5 June 2025
BYD's delayed price war sets off shockwaves across China's EV sector—here's why
China's electric vehicle market has been thrown into fresh turmoil following a new round of steep price cuts from BYD, reigniting a heated price war and triggering public disputes...
Thursday 5 June 2025
China debuts first full-stack EDA suite as free alternative to US tools in offensive move
China's semiconductor sector is bracing for a potential escalation in US export restrictions that could sever access to critical electronic design automation (EDA) software. Responding...
Thursday 5 June 2025
Ukraine’s FPV drones expose new battlefield economics
Ukraine's recent drone operation, dubbed "Spider Web," has sent shockwaves through military establishments worldwide after successfully penetrating deep into Russian territory and...
Wednesday 4 June 2025
Exclusive: Chinese solar and battery US ambitions crumble under Trump's trade war
US President Donald Trump has aggressively deployed tariffs and trade measures to prioritize American manufacturing since returning to the White House in January 2025. However, Chinese-backed...
Wednesday 4 June 2025
China pushes back on Dutch chip espionage claims as tech tensions flare
Dutch Defense Minister Ruben Brekelmans warned on May 31, 2025, that Chinese espionage targeting the Netherlands is escalating, particularly in the semiconductor sector. Speaking...
Wednesday 4 June 2025
New era begins in South Korea: Lee Jae-Myung takes the helm
South Korea had been navigating six months of political turbulence following former President Yoon Suk-Yeol's brief imposition of martial law late last year – a move that triggered...
Wednesday 4 June 2025
South Korea maintains HBM chip lead while China faces tech and trade hurdles
The global HBM market is undergoing a seismic shift, propelled by surging demand for AI and high-performance computing. South Korea's memory heavyweights—Samsung Electronics...
Wednesday 4 June 2025
BYD's sweeping price cuts spark industry revolt, draw Beijing into the fray
Chinese electric vehicle giant BYD saw its market capitalization plunge in late May after initiating sweeping price cuts of up to 34%, fueling fears of a full-blown price war and...
Tuesday 3 June 2025
C.C. Wei says TSMC won't be rushed by hype: uncertainty is the real risk

As the world's leading semiconductor foundry, TSMC stands at the heart of global tech innovation — powering everything from smartphones...

Tuesday 3 June 2025
TSMC chairman talks tariffs, international expansion, and supply chain challenges
Following TSMC's recent shareholder meeting, Chairman C. C. Wei addressed several key issues, including trade tariffs and international expansion plans. Wei emphasized that tariff...
Tuesday 3 June 2025
TSMC reaffirms commitment to compliance, security amid global pressures
Taiwan Semiconductor Manufacturing Company (TSMC) held its annual shareholders meeting on June 3, 2025, where Chairman C.C. Wei addressed questions on regulatory compliance, information...
Tuesday 3 June 2025
TSMC denies Middle East fab rumors, stays mum on potential price hikes
Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei firmly denied speculation that the company is considering setting up a fab in the Middle East.
Monday 2 June 2025
Samsung squeezed: TSMC scales 3nm heights, SMIC cracks 5nm
Samsung Foundry has boosted utilization with fresh 7nm and 8nm chip orders from Nintendo and multiple AI chipmakers. Yet its persistent setbacks at the 3nm node continue to spotlight...
Monday 2 June 2025
Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn
When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began...
Monday 2 June 2025
Mitac restructures around regional manufacturing clusters amid G2 tensions
In response to shifting geopolitical realities and escalating trade tensions, Mitac is overhauling its global production strategy, moving away from an end-to-end model toward a regional...