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

Friday 18 July 2025

Malaysia’s chip hub grows but local players struggle to take control

Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas...

Friday 18 July 2025

Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs

As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...

Friday 18 July 2025

Malaysia's road from foreign capital to homegrown innovation

Malaysia's semiconductor industry traces back to the 1970s. In August 1972, Malaysia's first free trade zone, the Bayan Lepas Free Industrial Zone (Bayan Lepas FIZ), was launched...

Thursday 17 July 2025

Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world

At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts...

Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design
Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Wednesday 16 July 2025
Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds
Tesla has opened its first showroom in India as part of a cautious, retail-first strategy to gauge market demand while holding off on local manufacturing. The move reflects the company's...

Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...

Wednesday 16 July 2025
Exclusive: Intel ends reorg by July, stability ahead
Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms

Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.

Wednesday 16 July 2025
Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan
Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...

Tuesday 15 July 2025
TSMC in crosshairs: tariffs, currency, and AI growth at stake
As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

Tuesday 15 July 2025
Nvidia regains China access as Trump reverses H20 ban, but at what cost?
Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025
GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk
With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...

Tuesday 15 July 2025
Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments
Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately,...

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