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 11 July 2025

Vietnam accelerates export diversification as US tariffs take effect

Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new...

Friday 11 July 2025

Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant

Nissan will start producing its compact SUV, the Kicks, at the Oppama plant in Kanagawa Prefecture in the second half of fiscal 2025 (October 2025 to March 2026), according to Nikkei...

Friday 11 July 2025

India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push

Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme...

Thursday 10 July 2025

Japan secures 'golden share' in Rapidus to safeguard chip tech, bolster 2nm push

Japan's Ministry of Economy, Trade and Industry (METI) said it will condition public investment in chip startup Rapidus on the issuance of a "golden share" that grants the government...

Thursday 10 July 2025

Trump slaps 50% tariff on Brazil, while EU, India, and Taiwan await final decisions

US President Donald Trump unveiled a new round of tariff demand letters on Wednesday, including a 50% rate on Brazil, one of the highest so far announced for the levies which are...

Tuesday 8 July 2025

US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

Industry insiders said US-China relations have been flammable ever since the trade war ignited, especially in the high-stakes arena of...

Tuesday 8 July 2025

Taiwan's Thunder Tiger sees record revenue on US drone pivot

Thunder Tiger Technology posted record monthly revenue in June 2024 as the Taiwanese manufacturer capitalized on Western military buyers seeking alternatives to Chinese-made unmanned...

Tuesday 8 July 2025

China's semiconductor dreams stumble as another fab collapses

On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated...

Tuesday 8 July 2025

India seeks deeper semiconductor, digital ties with Malaysia

India's High Commissioner to Malaysia, B N Reddy, has called for stronger collaboration between Indian and Malaysian companies in semiconductors and digital technology.

Tuesday 8 July 2025

EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese...

Monday 7 July 2025

Ukraine war experience propels US drone startup toward Pentagon contracts

Neros Technologies, a drone startup founded in 2023, has transformed battlefield insights from Ukraine into a strategic advantage for securing US military contracts, positioning itself...

Monday 7 July 2025

South Korea seeks US tariff extension, proposing manufacturing partnership

South Korea is seeking to extend a looming tariff grace period tied to US President Donald Trump's reciprocal tariff policy. South Korea's Trade Minister Yeo Han-koo traveled to Washington...

Monday 7 July 2025

China's solar overcapacity campaign targets US-hit industries

China launched a "de-involution" campaign targeting solar, energy storage, and electric vehicle sectors since mid-March following the Two Sessions, focusing on industries hit by US...

Monday 7 July 2025

US plans AI chip curbs on Malaysia, Thailand over China concerns

President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected...

Monday 7 July 2025

China trains AI natives as it closes the algorithm gap with the US

As global competition in artificial intelligence (AI) intensifies, the US-China rivalry has expanded beyond chips and models to include the competition for talent and education int...

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