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 6 May 2025

Japanese companies significantly boost investment in India following 'Make in India' and PLI schemes

According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following...

Tuesday 6 May 2025

AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter

Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...

Tuesday 6 May 2025

Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI

Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed...

Tuesday 6 May 2025

Tata reportedly in talks to onboard NXP semiconductors for OSAT facility

Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly...

Tuesday 6 May 2025

Rare earth prices surge 210%: EV, robotics, defense supply chains on the line

As China imposed export controls on seven critical medium and heavy rare earth elements in early April, a buying frenzy has gripped the international rare earth market. Within a month,...

Tuesday 6 May 2025

Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation

Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain...

Tuesday 6 May 2025

NT$ shock, US tariff fears slam Taiwan's export-reliant semiconductor sector

Taiwanese exporters are facing mounting pressure from a surging New Taiwan dollar (NT$) and escalating US tariff threats. Industry estimates suggest that the combined effect of existing...

Tuesday 6 May 2025

Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders

YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...

Monday 5 May 2025

Lip-Bu Tan's Intel: leaner, flatter, and betting big on packaging

Intel is undergoing its most sweeping transformation in decades under new CEO Lip-Bu Tan, who is steering the company away from the ambitious—but...

Monday 5 May 2025

Samsung's delayed Texas chip plant faces leaner tax deal and hard 2026 cutoff

Samsung Electronics has renegotiated a tax incentive package with the city of Taylor, Texas, after delays pushed back the launch of its US$18 billion chip foundry by nearly two years...

Monday 5 May 2025

Texas emerges as key battleground in AI server race with US tariff push

President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...

Monday 5 May 2025

Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial...

Saturday 3 May 2025

Vingroup enters humanoid robot race with Vietnam's first 'Made-in-Vietnam' model

Vingroup, Vietnam's largest private conglomerate, has announced plans to develop the country's first general-purpose humanoid robot. The initiative is a key pillar of the group's...

Friday 2 May 2025

BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025

China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...

Wednesday 30 April 2025

TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025

TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...

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