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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 18 November 2025
    Pat Gelsinger leads Silicon Valley startups to Taiwan
    Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to...
    Tuesday 18 November 2025
    Taiwan's new laws cripple solar industry, with impacts rippling across supply chains
    Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.
    Tuesday 18 November 2025
    Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks
    Former Google CEO Eric Schmidt has raised concerns about developing countries adopting Chinese AI models, mostly because of cost. According to Business Insider, Schmidt stated...
    Tuesday 18 November 2025
    China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
    Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
    Monday 17 November 2025
    Taiwan labels DeepSeek, four Chinese AI models security threats
    Taiwan's National Security Bureau (NSB) has issued an urgent warning about several China-developed generative AI language models, saying they contain severe security vulnerabilities...
    Monday 17 November 2025
    Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain
    The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting...
    Sunday 16 November 2025
    China's economy faces multiple pressures as investment uncertainty rises
    The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry...
    Friday 14 November 2025
    China's AI silicon enters the Gulf with SenseTime at the helm
    President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
    Friday 14 November 2025
    IHI, ICEYE team up to launch advanced SAR satellite network

    Japanese industrial machinery maker IHI Corp. has signed a satellite procurement agreement with Finnish synthetic aperture radar (SAR)...

    Thursday 13 November 2025
    Toyota confirms major US expansion, one month after Trump's announcement

    Toyota Motor Corporation announced plans to invest up to US$10 billion in the US over the next five years, signaling a major expansion...

    Wednesday 12 November 2025
    Investors flock to defense startups amid rising global tensions
    Geopolitical conflict is redirecting global investment toward the defense sector, where Silicon Valley-style innovation and cost efficiency are upending the traditional model of slow,...
    Tuesday 11 November 2025
    Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
    As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades...
    Tuesday 11 November 2025
    Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
    Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive...
    Tuesday 11 November 2025
    Five nations, ten days: the global race rockets into the final frontier
    The final quarter of 2025 brought an unprecedented surge in space activity. Between late October and early November, five nations — Japan, China, India, the United States, and...
    Monday 10 November 2025
    China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

    Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on...

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