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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 27 May 2025
China chip industry rises under US sanctions, Taiwan suppliers pivot
While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan's IC substrate manufacturers operating...
Tuesday 27 May 2025
Samsung's impossible choice: absorb 25% tariff hit or price out US customers
US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics,...
Tuesday 27 May 2025
Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already...
Tuesday 27 May 2025
Huawei's first HarmonyOS PC with 5nm Kirin X90 chip marks China's major leap in semiconductor self-sufficiency
Huawei recently unveiled its first HarmonyOS-powered computer, a significant milestone in the company's technological evolution. According to a report by China's state-run CCTV,...
Tuesday 27 May 2025
Trump threatens Apple tariffs but Taiwan optical firms remain calm
US President Donald Trump's threat to slap at least 25% tariffs on Apple if it doesn't manufacture iPhones domestically has failed to rattle Taiwan's optical component makers, who...
Tuesday 27 May 2025
Trump tariff targets Apple, Samsung: no more smartphones made in India and Vietnam
US President Donald Trump has reignited trade tensions, this time with his sights set on smartphones. On May 23, 2025, he proposed a 25% tariff on imported handsets, singling out...
Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...
Tuesday 27 May 2025
Univacco to open third Vietnam plant to offset tariff risks and boost EU sales
Taiwanese vacuum coating film specialist Univacco Technology plans to establish its third manufacturing facility in Vietnam, as part of a broader strategy to diversify supply chains,...
Monday 26 May 2025
Shibaura Electronics revises stance on bidding war, withdraws opposition to Yageo's hostile offer
Shibaura Electronics announced on May 21, 2025, a shift in its stance regarding the competing tender offers (TOBs) from Japan's MinebeaMitsumi and Taiwan-based Yageo for its shares...
Monday 26 May 2025
Wolfspeed's collapse threatens SiC market: US$2B Renesas deal in jeopardy
Wolfspeed, the US-based chip component maker, is reportedly preparing to file for bankruptcy—sending shockwaves through the global semiconductor industry. The news has sparked...
Monday 26 May 2025
Hygon, Sugon unify to cement China's HPC leadership
China's Dawning Information Industry Company (Sugon) and Hygon Information Technology announced plans for a strategic merger on May 25 to consolidate the country's computing power...
Monday 26 May 2025
Xiaomi takes the long road on custom chips as Qualcomm shrugs off the XRing O1
Xiaomi has unveiled its new in-house smartphone processor, the XRing O1, positioning it as a direct competitor to flagship system-on-chips from Qualcomm and MediaTek. Designed with...
Monday 26 May 2025
Malaysia's neutrality tested: Huawei AI project draws G2 heat
Malaysia is walking a diplomatic tightrope as a locally initiated artificial intelligence project involving Chinese tech giant Huawei has drawn scrutiny from both the US and China,...
Monday 26 May 2025
China's export controls on advanced equipment disrupt global manufacturing expansion
As geopolitical tensions continue to reshape global supply chains, manufacturers expanding production overseas are facing fresh hurdles due to China's tighter export controls on advanced...
Monday 26 May 2025
China eases rare earth curbs, drone makers to resume shipments
China has quietly relaxed export restrictions on rare earth elements crucial for drone manufacturing after the controls threatened to derail the industry's growth, according to people...