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

Monday 7 July 2025

Australia sues China-backed firm over rare earths stake in national security move

Australia has filed a lawsuit against China-backed Indian Ocean International Shipping and Service Company for violating foreign investment laws, demanding it divest from rare earths...

Sunday 6 July 2025

China floods solar market with record output as US considers tariffs on Chinese gear

China's solar industry hit overdrive in May, with new installations surging to record highs as developers rushed to beat looming policy...

Sunday 6 July 2025

China's humanoid robots cut out US chips, and 90% of the supply chain is now local

As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor...

Friday 4 July 2025

Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains

US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff...

Friday 4 July 2025

US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box

US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...

Thursday 3 July 2025

China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center...

Thursday 3 July 2025

Wolfspeed bankruptcy no surprise as product development lags Chinese rivals

US-based silicon carbide (SiC) giant Wolfspeed officially filed for bankruptcy this week following a series of rumors, initiating restructuring proceedings. Industry players in power...

Thursday 3 July 2025

US lifts EDA tool curbs as part of new China deal

The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...

Wednesday 2 July 2025

China-backed IC designer Unisoc kicks off IPO process amid push for profitability

Unisoc (Shanghai) Technologies Co., Ltd. has filed IPO counseling documents with the China Securities Regulatory Commission (CSRC), signaling plans to list on the Shanghai STAR Market...

Wednesday 2 July 2025

Intel exits auto sector as China strategy falters

At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles...

Wednesday 2 July 2025

TSMC announces leadership change at its Arizona unit

According to a corporate filing with the Taiwan Stock Exchange on July 1, TSMC Arizona Corporation, a key subsidiary of TSMC, announced a leadership change. Rick Cassidy resigned...

Wednesday 2 July 2025

Taiwan govt to leverage AI, semiconductor expertise in growing biomedical industry

Strong demand for high performance computing (HPC) and generative AI (GenAI) has helped drive a 75% year-over-year revenue increase in the IC sector across Taiwan's science parks...

Wednesday 2 July 2025

Taiwan's Southern tech hubs boom on Nvidia chip demand and expansion

Fueled by booming global demand for Nvidia's GB200 chips—and the anticipated launch of the more powerful GB300 in the second half of 2025—Taiwan's semiconductor manufacturing...

Tuesday 1 July 2025

UMC floats 6nm ambition as 12nm with Intel inches forward

As China accelerates domestic semiconductor self-sufficiency and backs foundries like SMIC, Taiwan-based United Microelectronics Corporation (UMC) faces rising pressure in the mature-node...

Tuesday 1 July 2025

Dixon sees order diversification as clients split smartphone volumes among rivals

Dixon Technologies, India's largest EMS provider, is seeing a shift in its smartphone manufacturing business as key clients begin splitting orders with competing suppliers.

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