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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
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...
Tuesday 11 March 2025
TSMC US$100 billion expansion highlights deepening Taiwan-US tech ties
TSMC Chairman C.C. Wei announced at the White House a US$100 billion expansion in the United States, adding three wafer fabs, two advanced packaging plants, and an R&D center...
Tuesday 11 March 2025
Foxconn receives US$800 million incentive in India as Tata expands
Foxconn's smartphone assembly plant in Karnataka, India, is set to receive a subsidy of INR69.7 billion (US$801 million) from the local government, marking the first such incentive...
Tuesday 11 March 2025
Asian Perspectives 5: Bridging the divide between intelligent robots and humanity
The quest for machines to mirror human capabilities remains a distant horizon, but artificial intelligence (AI) is steadily eroding the gap. A robotics startup from a key East Asian...
Tuesday 11 March 2025
China lawmaker proposes anonymous semiconductor purchases to evade US export controls
A Chinese lawmaker has proposed allowing blacklisted domestic firms to secretly procure foreign semiconductor technology and components, circumventing US export controls. The proposal...
Tuesday 11 March 2025
Global semiconductor sales increase 18% in January, says SIA
The Semiconductor Industry Association (SIA) has announced that global semiconductor sales hit US$56.5 billion during the month of January 2025, an increase of 17.9% compared to the...