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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
Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted...
Wednesday 30 April 2025
US targets Japan over EV charging standards in tariff clash
As tariff negotiations between the US and Japan intensify, Washington has turned a critical eye toward Japan's electric vehicle (EV) charging standards, identifying the country's...
Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Tuesday 29 April 2025
Decoupling from China and local policies drive Taiwan and South Korea battery firms to seize SEA opportunities
Amid geopolitical tensions, tariff adjustments, and regulatory pressures from the US, battery supply chain players state that Southeast Asian customers are reducing their reliance...
Tuesday 29 April 2025
Samsung shifts focus to 3D DRAM in intensifying competition from SK Hynix and Chinese rivals
Samsung Electronics has reportedly decided to adopt Vertical Channel Transistor (VCT) DRAM as its core next-generation memory product, with plans to begin mass production within the...
Tuesday 29 April 2025
Tariffs drive order shifts, boosting demand for GEM's new copper materials
The US tariff issues have triggered widespread ripple effects across global supply chains. GEM Terminals (GEM), a terminal manufacturer that has recently invested in the special new...
Tuesday 29 April 2025
Wiwynn’s Johor bet sets the pace for AI’s next supply chain
With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities...
Tuesday 29 April 2025
Intel appoints new SMG VP and Taiwan GM
Intel has announced the appointment of Tasha Chuang as vice president of its sales and marketing group (SMG) and general manager for Intel Taiwan. She will officially assume her new...
Monday 28 April 2025
Synopsys discusses SEA IC design: Singapore attracts major players, Malaysia sees rising contenders
Synopsys country manager for Singapore, Malaysia, and Vietnam, Adrian Ng, shared insights with DIGITIMES on the development of the IC design industry in Singapore and Mala...
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese...
Monday 28 April 2025
Johor data center index grows; AI supercomputer expected to launch in 3Q25
The Johor-Singapore Special Economic Zone (JS-SEZ), jointly established through contracts signed by Malaysia's Johor state and Singapore, has recently become a focal point for the...
Monday 28 April 2025
Avnet highlights Johor-Singapore Special Economic Zone's potential to boost ASEAN economic ties and innovation
Tan Aik-Hoon, Avnet's South Asia & Korea President, highlighted the Johor-Singapore Special Economic Zone's potential to boost regional economic development through complementary...
Saturday 26 April 2025
TSMC defies margin pressure as second-tier foundries slip
TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...
Tuesday 22 April 2025
Taiwan adopts 'Three-Chains' strategy amid intensifying US-China rivalry
Taiwanese government officials warn that the intensifying US-China rivalry is reshaping the world's economic landscape with unpredictable consequences. In response, Minister of Foreign...
Tuesday 22 April 2025
China's CIS turn spurs a foundry revival at legacy nodes
As US-China tensions escalate, semiconductors have emerged as a strategic flashpoint. Beijing has tightened oversight of chip origin labeling, with the China Semiconductor Industry...