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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
Tuesday 29 July 2025
Mitsubishi Motors sees major earnings decline despite holding a full-year forecast
Mitsubishi Motors reported a steep decline in earnings for the first quarter of fiscal 2025, with net profit plunging more than 97% year-over-year to JPY738 million (approx. US$4.97...
Tuesday 29 July 2025
Rohm's recovery strategy: deeper Denso ties and cost controls
Rohm posted a rare net loss in fiscal 2024 amid market headwinds but expects a rebound in fiscal 2025. Growth in electric vehicle and artificial intelligence demand, deeper ties with...
Tuesday 29 July 2025
Foxconn expands global footprint in Vietnam, India, and Mexico as China production assets decline
Foxconn has increased its investment in two US-based electric vehicle units as part of a long-term strategy to expand its global manufacturing footprint amid shifting geopolitical...
Tuesday 29 July 2025
A US$140 million lesson: Cadence case shows the cost of export control evasion
US authorities have imposed a combined US$140 million penalty on Cadence Design Systems Inc. for illegally exporting sensitive semiconductor design technology to Chinese military-affiliated...
Tuesday 29 July 2025
Zhipu unveils GLM-4.5 model as China's AI model race intensifies
On July 28, Chinese AI startup Zhipu released its latest open-source model, GLM-4.5, marking its most powerful release to date and reinforcing its ambitions in the growing field of...
Tuesday 29 July 2025
How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide

Intel's decline didn't happen overnight.

Monday 28 July 2025
Geoffrey Hinton’s first China visit: Can AI grow up without turning on us?
The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to July 29, 2025. Geoffrey Hinton, the 78-year-old AI pioneer, who won both the 2018 Turing...
Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened...
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also...
Monday 28 July 2025
Dixon Technologies gets Indian nod for JV with China-based Longcheer's unit
Dixon Technologies has received approval from India's Ministry of Electronics and Information Technology (MEITY) to set up a joint venture with Longcheer Intelligence. The clearance...
Monday 28 July 2025
Exclusive: Meta turns to China for a second shot at smartwatches
Meta Platforms Inc. is reportedly reviving its smartwatch project, potentially with a camera lens, timed with its Meta Connect conference on September 17-18 in the US. The smartwatch...
Saturday 26 July 2025
Rapidus unveils 2nm chip prototype in race to challenge TSMC's dominance
Japanese chip startup Rapidus has unveiled its first 2-nanometer chip prototype, marking a symbolic step toward its goal of mass production by 2027. The milestone comes just three...
Friday 25 July 2025
The end of blank checks: Intel kills European fabs, doubles down on Vietnam and Malaysia
Intel's era of building first and finding customers later is over.
Thursday 24 July 2025
What did Japan give up to lower US tariffs?
Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to...
Wednesday 23 July 2025
China's rare earth export curbs disrupt Foxconn's AirPods production in India
Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an...