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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
Monday 9 June 2025
China tightens rare earth curbs on EU, US, Japan auto sectors
China's rare earth export controls are disrupting auto production across Europe, the US, and Japan, with forced shutdowns already rippling through supply chains. Industry sources...
Monday 9 June 2025
Middle East Stargate project reportedly faces US pressure to ban Chinese engineers
The Stargate UAE project, a major AI initiative backed by US tech firms, is facing delays due to unresolved US security reviews and export control conditions, according to reports...
Monday 9 June 2025
Coincidence? EDA access quietly restored to some Chinese companies following Xi-Trump call
Following a direct high-level phone call between China and the US on the evening of June 5, 2025, Beijing time, subtle shifts have emerged in semiconductor and electronic design automation...
Monday 9 June 2025
Ford-CATL battery deal faces US political pushback
Two of China's largest battery makers are discovering that building factories in the United States is proving far more complicated than anticipated, particularly in the current political...
Monday 9 June 2025
Rare earth reprieve: China grants licenses to US, EU suppliers ahead of high-stakes talks

Beijing has granted a limited number of rare earth export licenses, including to suppliers of the top three US automakers, in a bid to...

Monday 9 June 2025
Chip distributor sees revenue surge despite US export curbs
US restrictions on advanced AI chip exports have hurt two major American semiconductor companies' China performance, but Taiwanese distributor Weikeng Industrial has bucked the trend...
Monday 9 June 2025
China to roll out mandatory ADAS safety standards amid rising NEV concerns
The Chinese government is preparing to introduce compulsory national standards based on the "Intelligent Connected Vehicle Combined Driving Assistance System Safety Requirements,"...
Friday 6 June 2025
Pegatron weighs Texas site for US expansion, adapts to China's rare earth export limits
Taiwan-based electronics manufacturer Pegatron is close to finalizing the location for its new US manufacturing facility, with Texas emerging as the likely destination. At the same...
Friday 6 June 2025
Taiwan's ITRI showcases 6 groundbreaking drone technologies at Japan Drone 2025
Taiwan's Industrial Technology Research Institute (ITRI) is making a strategic move to redefine the future of drone technology, unveiling six groundbreaking innovations at the Japan...
Friday 6 June 2025
GaN-on-SiC technology fuels US-China military radar race
Third-generation semiconductor GaN-on-SiC has emerged as a critical battleground in the US-China technology rivalry, with both nations racing to develop advanced military radar systems...
Friday 6 June 2025
China warns BYD, rivals to self-regulate as price war heats up
Chinese officials summoned the heads of major electric vehicle makers, including BYD Co., to Beijing in early June to address concerns about the long-running price war, according...
Friday 6 June 2025
Dixon seeks approval for China display JV, targets lighthouse factory status
India's top contract electronics manufacturer, Dixon Technologies, has applied for government approval to set up a joint venture with China-based HKC for manufacturing display modules...
Friday 6 June 2025
China's rare earth controls put Europe's auto sector on edge
European Union Commissioner for Trade and Economic Security Maros Sefcovic raised concerns with Chinese Commerce Minister Wang Wentao on June 3 over China's export curbs on rare earths...
Friday 6 June 2025
Xiaomi’s EV rise rattles Huawei, reigniting China’s top tech rivalry
In recent weeks, China's tech ecosystem has been rattled by the revival of a decade-long rivalry between two industry heavyweights: Richard Yu, Executive Director and head of Consumer...
Thursday 5 June 2025
Suzuki halts Swift production in Japan as China's rare earth squeeze hits automakers globally
Suzuki Motor has suspended production of its best-selling Swift series, excluding the Sport variant, at its Japanese plant starting May 26, 2025, as China's tightening of rare earth...