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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
Friday 22 August 2025
EU-US framework agreement to boost trade, investment, and industrial cooperation
On August 21, 2025, the US and the European Union announced a Framework Agreement on Reciprocal, Fair, and Balanced Trade, pledging to reduce tariffs, enhance industrial and electronics...
Friday 22 August 2025
Equity-for-subsidies: Samsung and Seoul fear US govt overreach
The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
Friday 22 August 2025
TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
Friday 22 August 2025
Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC
Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip...
Thursday 21 August 2025
Commentary: The govt check TSMC should turn down
US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American...
Wednesday 20 August 2025
US's move to block BOE OLEDs could help South Korea, but raises bigger concerns

The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case...

Wednesday 20 August 2025
Apple reportedly produces full iPhone 17 lineup in India
Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...
Wednesday 20 August 2025
SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...
Wednesday 20 August 2025
VinFast restructures with transfer of Novatech shares worth US$1.6 billion to founder
On August 14, 2025, VinFast Auto announced a restructuring plan that will spin off certain research and development assets into a newly formed entity and subsequently transfer ownership...
Wednesday 20 August 2025
Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown
Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new...
Wednesday 20 August 2025
Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation...
Tuesday 19 August 2025
Last-minute rush orders shake up Taiwan's chip industry
Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...
Tuesday 19 August 2025
AMD opens new office and engineering lab in Penang
AMD recently inaugurated a new office and engineering lab facility in Bayan Lepas, marking a major expansion of its global business services and engineering operations in Malaysia.
Tuesday 19 August 2025
China's humanoid robots to make live debut in Taipei, testing Taiwan's supply-chain edge
Global labor shortages and US reciprocal tariffs are pushing supply chains to fast-track automation as a safeguard against disruption. Advances in artificial intelligence are transforming...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...