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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 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Tuesday 1 April 2025
Lip-Bu Tan seeks US support to rebuild Intel Foundry, aims to secure 2-3 key customers
On March 31, at his first public appearance as CEO during the Intel Vision conference in Las Vegas, Lip-bu Tan outlined his strategy for Intel, which includes spinning off non-core...
Tuesday 1 April 2025
Post-DeepSeek fallout: China's six AI startups shift from scaling to survival
DeepSeek's meteoric rise as an open-source large language model (LLM) has shaken up China's generative AI industry, redrawing the competitive map in record time. As the Financial...
Tuesday 1 April 2025
Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns
As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government...
Monday 31 March 2025
Foxconn reportedly to double iPhone manufacturing in India
Foxconn reportedly plans to double iPhone production in India by 2025, aiming to produce 25-30 million units annually. This expansion, driven by Apple's diversification strategy and...
Monday 31 March 2025
SiCarrier enters the fray: three red flags behind China's new tech champion
As US-China tech tensions escalate, Beijing is doubling down on semiconductor self-reliance—particularly in the strategically vital field of chipmaking equipment.
Monday 31 March 2025
Dixon Technologies expands India EMS footprint with Signify deal
Dixon Technologies is rapidly solidifying its position in India's electronics manufacturing services (EMS) sector. Recent joint ventures with Signify and Vivo, alongside acquisitions...
Monday 31 March 2025
BYD evaluates Telangana for EV manufacturing unit amid thawing India-China ties
Chinese electric vehicle (EV) manufacturer BYD is considering establishing an electric car manufacturing unit near Hyderabad, which would make Telangana the first Indian state to...
Saturday 29 March 2025
US auto and tech industry push for accelerated self-driving deployment against global competition
At Nvidia GTC 2025, the discussion surrounding advanced autonomous driving heated up, with US automotive alliances and tech industry groups joining forces to urge President Donald...
Saturday 29 March 2025
Global fab equipment spending to surge 18% in 2026, says SEMI
Global investment in front-end fab equipment is projected to increase by 2% year over year to US$110 billion in 2025, marking the sixth consecutive year of growth since 2020, according...
Friday 28 March 2025
Cook visits major AI hub in China
Apple CEO Tim Cook recently attended the 2025 China Development Forum in Beijing and has arrived in Hangzhou, a prominent hub for artificial intelligence (AI) in China. He also pledged...
Thursday 27 March 2025
Chinese TV exports defy US tariffs with growth from emerging markets and supply chain shifts
Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and...
Thursday 27 March 2025
Taiwan's silicon crucible: Chris Miller dissects how Trump's tariff blitz reshapes US-China chip war dynamics
In the shadow of broader trade tensions, tariffs on Chinese goods have quietly doubled during the first two months of Donald Trump's second term—a significant economic shift...
Tuesday 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...