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

Wednesday 4 June 2025

China pushes back on Dutch chip espionage claims as tech tensions flare

Dutch Defense Minister Ruben Brekelmans warned on May 31, 2025, that Chinese espionage targeting the Netherlands is escalating, particularly in the semiconductor sector. Speaking...

Wednesday 4 June 2025

New era begins in South Korea: Lee Jae-Myung takes the helm

South Korea had been navigating six months of political turbulence following former President Yoon Suk-Yeol's brief imposition of martial law late last year – a move that triggered...

Wednesday 4 June 2025

South Korea maintains HBM chip lead while China faces tech and trade hurdles

The global HBM market is undergoing a seismic shift, propelled by surging demand for AI and high-performance computing. South Korea's memory heavyweights—Samsung Electronics...

Wednesday 4 June 2025

BYD's sweeping price cuts spark industry revolt, draw Beijing into the fray

Chinese electric vehicle giant BYD saw its market capitalization plunge in late May after initiating sweeping price cuts of up to 34%, fueling fears of a full-blown price war and...

Tuesday 3 June 2025

C.C. Wei says TSMC won't be rushed by hype: uncertainty is the real risk

As the world's leading semiconductor foundry, TSMC stands at the heart of global tech innovation — powering everything from smartphones...

Tuesday 3 June 2025

TSMC chairman talks tariffs, international expansion, and supply chain challenges

Following TSMC's recent shareholder meeting, Chairman C. C. Wei addressed several key issues, including trade tariffs and international expansion plans. Wei emphasized that tariff...

Tuesday 3 June 2025

TSMC reaffirms commitment to compliance, security amid global pressures

Taiwan Semiconductor Manufacturing Company (TSMC) held its annual shareholders meeting on June 3, 2025, where Chairman C.C. Wei addressed questions on regulatory compliance, information...

Tuesday 3 June 2025

TSMC denies Middle East fab rumors, stays mum on potential price hikes

Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei firmly denied speculation that the company is considering setting up a fab in the Middle East.

Monday 2 June 2025

Samsung squeezed: TSMC scales 3nm heights, SMIC cracks 5nm

Samsung Foundry has boosted utilization with fresh 7nm and 8nm chip orders from Nintendo and multiple AI chipmakers. Yet its persistent setbacks at the 3nm node continue to spotlight...

Monday 2 June 2025

Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn

When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began...

Monday 2 June 2025

Mitac restructures around regional manufacturing clusters amid G2 tensions

In response to shifting geopolitical realities and escalating trade tensions, Mitac is overhauling its global production strategy, moving away from an end-to-end model toward a regional...

Monday 2 June 2025

US enforces case-by-case EDA curbs: China's chip design pipeline faces precision choke

The US Department of Commerce (DOC) is tightening export restrictions on electronic design automation (EDA) software for China, shifting from broad bans to case-by-case licensing...

Saturday 31 May 2025

UAE pushes for TSMC fab as Washington hesitates

Taiwan Semiconductor Manufacturing Co. (TSMC) is exploring the possibility of building a large-scale semiconductor facility in the United...

Saturday 31 May 2025

InWin expands production layout in US, Malaysia

Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company...

Saturday 31 May 2025

Arizon RFID maintains growth momentum despite currency volatility; Vietnam expansion on track

Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan...

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