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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 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Monday 1 September 2025
Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits
The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has...
Thursday 28 August 2025
EU seeks US tariff cuts, but may come with regulatory price

The European Union (EU) is seeking to reduce tariffs on vehicles exported to the US, aiming to lower the rate to 15%. However, to secure...

Thursday 28 August 2025
Mexico to raise tariffs on Chinese goods, aligning with US trade agenda

Mexican President Claudia Sheinbaum is preparing to raise tariffs on a wide range of Chinese imports in her 2026 federal budget proposal,...

Wednesday 27 August 2025
Nvidia's Huang meets Samsung, SK leaders at US summit as HBM battle escalates
The South Korea-US summit offered a rare gathering of tech heavyweights, as Nvidia CEO Jensen Huang met with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won...
Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power.
Wednesday 27 August 2025
South Korea, US deepen ties with focus on nuclear energy projects
South Korean and US companies signed a total of 11 agreements across various sectors, including shipbuilding, nuclear energy, aviation, liquefied natural gas (LNG), and minerals,...
Wednesday 27 August 2025
TSMC leak case does not affect Taiwan-Japan chip cooperation, says board member
On August 25, 2025, at the Japan-Taiwan Innovation Summit, Paul Liu, National Development Council (NDC) Minister and a board member of TSMC, addressed the incident involving the suspected...
Wednesday 27 August 2025
PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

Global notebook brands are pressuring Taiwan's optical component suppliers to diversify production under a "Non-China, Non-Taiwan" (NCNT)...

Wednesday 27 August 2025
Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4
South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that...
Tuesday 26 August 2025
South Korean and US firms sign 11 agreements in shipbuilding, energy, and aviation during Lee’s visit to Washington
South Korean President Lee Jae-Myung's three-day trip to Washington began with a flurry of business deals, as companies from both countries signed 11 agreements and memoranda of understanding...
Tuesday 26 August 2025
Saudi AI startup Mumain begins construction of data centers ahead of 2026 launch
Saudi Arabia's artificial intelligence startup Mumain has started building its first data centers in Riyadh and Dammam, with operations expected to commence in early 2026, reports...
Tuesday 26 August 2025
Japan PM expected to announce US$68 billion investment target in India at upcoming summit
Japanese Prime Minister Shigeru Ishiba is set to announce a plan to invest JPY10 trillion (approximately US$68 billion) in India over the next decade during a summit with Indian Prime...
Tuesday 26 August 2025
Samsung-Nvidia CEO embrace hints at HBM4 deal amid Seoul's U$150B US pledge
At the KORUS Business Roundtable held after the South Korea-US summit, key political and business figures from both countries gathered to lay the groundwork for a technology alliance,...