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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
Wednesday 30 July 2025
Taiwan's Japanese car supply chain remains hesitant on US expansion despite auto tariff cuts
After extensive negotiations, US-Japan trade talks have concluded with a significant development in tariffs on Japanese automobiles. The overall tariff rate on Japanese cars will...
Wednesday 30 July 2025
Taiwan US$1.68 billion military drone order draws eyes from global suppliers
Taiwan's defense ministry plans to procure 48,750 drones across five categories through 2027 with a budget exceeding US$1.68 billion, attracting manufacturers globally as the island...
Wednesday 30 July 2025
Cheaper than two Huawei phones: Unitree's US$5.4K R1 launch shatters humanoid robot prices
Chinese robotics startup Unitree Robotics has launched its latest humanoid robot, the R1, at just CNY39,000 (US$5,430) — the lowest price to date in China's humanoid robot market...
Wednesday 30 July 2025
China defense export surge tempts South Korea to push for AI-integrated weapons
China's defense industry is transitioning from domestic-focused growth to global competition through artificial intelligence integration and civil-military technology fusion, prompting...
Wednesday 30 July 2025
Huawei's big comeback claims China's top smartphone sales spot in 2Q25
The latest smartphone sales data has revealed that despite facing multiple sanctions, Huawei delivered an impressive performance in China during the second quarter of 2025, reclaiming...
Wednesday 30 July 2025
Lip-Bu Tan's 1.4nm Pivot: A lifeline for Samsung Foundry?
Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential...
Tuesday 29 July 2025
Apple closes first directly managed store in Dalian due to poor foot traffic
Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed...
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...