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

Wednesday 27 August 2025

PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

Global notebook brands are pressuring Taiwan's optical component suppliers to diversify production under a "Non-China, Non-Taiwan" (NCNT)...

Wednesday 27 August 2025

Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4

South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that...

Tuesday 26 August 2025

South Korean and US firms sign 11 agreements in shipbuilding, energy, and aviation during Lee’s visit to Washington

South Korean President Lee Jae-Myung's three-day trip to Washington began with a flurry of business deals, as companies from both countries signed 11 agreements and memoranda of understanding...

Tuesday 26 August 2025

Saudi AI startup Mumain begins construction of data centers ahead of 2026 launch

Saudi Arabia's artificial intelligence startup Mumain has started building its first data centers in Riyadh and Dammam, with operations expected to commence in early 2026, reports...

Tuesday 26 August 2025

Japan PM expected to announce US$68 billion investment target in India at upcoming summit

Japanese Prime Minister Shigeru Ishiba is set to announce a plan to invest JPY10 trillion (approximately US$68 billion) in India over the next decade during a summit with Indian Prime...

Tuesday 26 August 2025

Samsung-Nvidia CEO embrace hints at HBM4 deal amid Seoul's U$150B US pledge

At the KORUS Business Roundtable held after the South Korea-US summit, key political and business figures from both countries gathered to lay the groundwork for a technology alliance,...

Tuesday 26 August 2025

Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny

Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese...

Tuesday 26 August 2025

US govt stake may expose Intel to foreign and industrial challenges: filing

Intel Corporation has entered an agreement with the US Government, including accelerated Direct Funding Agreement payments and Secure Enclave funding. The deal involves issuing over...

Tuesday 26 August 2025

Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity

As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...

Tuesday 26 August 2025

TSMC reportedly drops Chinese equipment from 2nm fabs amid US pressure

Taiwan Semiconductor Manufacturing Co. (TSMC) has decided to operate its upcoming 2nm wafer fabs entirely without Chinese-made equipment. The new lines are scheduled to begin operations...

Tuesday 26 August 2025

Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip

Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka...

Tuesday 26 August 2025

South Korea pledges US$150 billion in US investments amid summit talks with Trump

South Korean companies plan to invest approximately US$150 billion in the US, the chair of the Federation of Korean Industries (FKI) announced Monday, during a business roundtable...

Tuesday 26 August 2025

Commentary: Trump blames Taiwan for Intel’s woes, but data points to missteps at home

US President Donald Trump has once again drawn Taiwan into America's semiconductor debate, linking Intel Corporation's decline directly to the island in recent White House speeches...

Tuesday 26 August 2025

Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for Chinese...

Monday 25 August 2025

Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus

The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...

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