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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
Thursday 7 August 2025
Malaysia commits over US$240 billion in US investments to ease tariffs
Malaysia has agreed to invest more than US$240 billion in the US as part of negotiations aimed at reducing tariffs imposed on Malaysian goods from 25% to 19%. The details were disclosed...
Thursday 7 August 2025
Trump chip tariff sends South Korean chip giants scrambling
US President Donald Trump's declaration of 100% tariffs on all chip imports has sent shockwaves through South Korean semiconductor firms Samsung Electronics Co. and SK Hynix Inc.
Thursday 7 August 2025
OSAT giants expand in US as Trump pushes for 100% tariff on chip imports
Amkor and ASE, two of the world's top semiconductor packaging and testing providers, are deepening their US presence following the return of Trump-era "Made in America" policies....
Thursday 7 August 2025
Huawei open-sources CANN to challenge Nvidia's CUDA dominance
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA...
Wednesday 6 August 2025
Taiwan's President Lai reaffirms commitment to peace and economic security; Boris Johnson urges Western countries not to alienate Taiwan
Former UK prime minister Boris Johnson recently visited Taiwan, becoming the third British ex-PM to do so after Margaret Thatcher and Liz Truss. On August 5, Johnson met with President...
Wednesday 6 August 2025
Taiwan holds the key to AI development; Boris Johnson urges West to protect democratic supply chains
In a keynote address delivered in Taipei on August 5, former UK Prime Minister Boris Johnson underscored Taiwan's critical importance to global supply chains, particularly in the...
Wednesday 6 August 2025
Tokyo Electron declines comment as TSMC 2nm tech leak investigation unfolds
Tokyo Electron has declined to comment on whether it is under investigation after Taiwanese prosecutors searched its local office in connection with a suspected leak of TSMC's 2nm...
Wednesday 6 August 2025
Innoscience wins Nvidia nod, loses German patent fight
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In...
Wednesday 6 August 2025
China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech
Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou)...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
Broadcom unveils Jericho4 at OCP Taipei, pushes Ethernet as backbone of next-gen AI infrastructure
Broadcom has unveiled Jericho4, its latest AI fabric router chip designed to connect geographically dispersed data centers, reinforcing the company's belief that Ethernet—not...
Tuesday 5 August 2025
Asia's moment in the AI age: APAC rises as infrastructure powerhouse at OCP, Taiwan forges global tech ties
As AI infrastructure continues to reshape global supply chains, the Open Compute Project (OCP) APAC Summit held in Taipei on August 5, 2025, highlighted the Asia-Pacific region's...
Tuesday 5 August 2025
Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions
Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...
Tuesday 5 August 2025
South Korea ramps up tech & recycling strategies amid rare earth wars
Global competition is intensifying over rare and critical mineral resources. South Korea's relatively slower progress in comparison to the US, Japan, and China has raised concerns...