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

Thursday 27 November 2025

Pentagon flags Alibaba, Baidu, and BYD as military-linked companies

The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according...

Thursday 27 November 2025

India launches US$820 million plan to build local rare earth magnet industry

India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence,...

Wednesday 26 November 2025

US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey

A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots...

Wednesday 26 November 2025

Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality

Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld...

Tuesday 25 November 2025
TSMC sues ex-SVP for allegedly taking secrets to Intel
TSMC said on November 25, 2025, that it has filed a lawsuit against its former senior vice president, Wei-Jen Lo, in Taiwan's Intellectual...

Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...

Tuesday 25 November 2025
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Tesla CEO Elon Musk recently indicated that the design finalization of Tesla's AI5 chip is imminent, sparking speculation about Samsung Electronics' semiconductor foundry in South...

Tuesday 25 November 2025
Murata targets China's Maxscend with German patent suit
Murata Manufacturing sued Chinese RF front-end leader Maxscend Microelectronics in a German court over alleged patent infringement involving RF filters, marking an escalation of the...

Tuesday 25 November 2025
Trump and Xi discuss trade, Taiwan, and Russia-Ukraine in second call
US President Donald Trump and Chinese President Xi Jinping held a phone call on November 24 to address issues including trade agreements, the Taiwan situation, and the Russia-Ukraine...

Tuesday 25 November 2025
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces

TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by...

Monday 24 November 2025

South Korea seeks joint strategy with Taiwan on US chip tariffs

South Korea's trade chief said Seoul sees room to coordinate with Taiwan on upcoming US chip tariffs, signaling potential cooperation between the two Asian semiconductor powerhouses...

Monday 24 November 2025

Taiwan emerges as key alternative for US automakers accelerating China exit

Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut...

Friday 21 November 2025

White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks

The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act...

Thursday 20 November 2025

Trump reportedly prepares 'Genesis Mission' as White House drafts order to curb State AI laws

US President Donald Trump is reportedly preparing to sign an executive order on Nov. 24 to launch a national artificial intelligence (AI) initiative...

Thursday 20 November 2025

Europe's retailers hedge their bets as Chinese carmakers surge

Chinese new-energy vehicles, propelled by low starting bases and rapid growth, have quickly gained visibility across Europe in recent...

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