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 26 August 2025

Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny

Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese...

Tuesday 26 August 2025

US govt stake may expose Intel to foreign and industrial challenges: filing

Intel Corporation has entered an agreement with the US Government, including accelerated Direct Funding Agreement payments and Secure Enclave funding. The deal involves issuing over...

Tuesday 26 August 2025

Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity

As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...

Tuesday 26 August 2025

TSMC reportedly drops Chinese equipment from 2nm fabs amid US pressure

Taiwan Semiconductor Manufacturing Co. (TSMC) has decided to operate its upcoming 2nm wafer fabs entirely without Chinese-made equipment. The new lines are scheduled to begin operations...

Tuesday 26 August 2025

Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip

Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka...

Tuesday 26 August 2025

South Korea pledges US$150 billion in US investments amid summit talks with Trump

South Korean companies plan to invest approximately US$150 billion in the US, the chair of the Federation of Korean Industries (FKI) announced Monday, during a business roundtable...

Tuesday 26 August 2025

Commentary: Trump blames Taiwan for Intel’s woes, but data points to missteps at home

US President Donald Trump has once again drawn Taiwan into America's semiconductor debate, linking Intel Corporation's decline directly to the island in recent White House speeches...

Tuesday 26 August 2025

Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Monday 25 August 2025

Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus

The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...

Monday 25 August 2025

OpenAI to open corporate office in New Delhi amid India expansion

OpenAI announced plans to open a corporate office in New Delhi, India, its second-largest market for the firm, in the coming months. The company has begun hiring locally, posting...

Monday 25 August 2025

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...

Saturday 23 August 2025

It’s official: Trump administration takes 10% Intel stake in $8.9B deal

Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment,...

Saturday 23 August 2025

Rebellions takes on Nvidia with Saudi expansion, Aramco partnership

South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according...

Friday 22 August 2025

Jensen Huang's whirlwind Taiwan visit: 5 key priorities with TSMC before earnings call

Nvidia CEO Jensen Huang made a surprise visit to Taiwan on August 22, spending just 12 hours in the country. He said the trip was to meet TSMC executives and review six chips already...

Friday 22 August 2025

AUO subsidiaries present smart manufacturing and carbon management tools

Two subsidiaries of AUO Corporation—AUO Digitech and AUO Envirotech—are set to showcase a suite of AI-powered sustainability...

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