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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 26 May 2025
TSMC's advanced packaging booms on Middle East AI orders, boost by Apple's WMCM
Semiconductor industry analysts project a bright future for TSMC's advanced packaging systems, driven by significant demand from the Middle East for AI-centric CoWoS chips and Apple's...
Monday 26 May 2025
IFA Berlin CEO: Asian companies flocking to Europe as US tariff fears mount
Asian technology companies are scrambling for exhibition space at Europe's largest consumer electronics show as Trump administration tariff policies drive them away from the US market,...
Monday 26 May 2025
Xiaomi enters 3nm race, but Lei Jun says it's no Apple showdown
Xiaomi has launched its first self-designed 3nm system-on-chip, the XRing O1, positioning it as the cornerstone of a broader push into advanced semiconductors. Debuting inside both...
Monday 26 May 2025
BYD topples Tesla in Europe— signals changing of the guard in EV race
China's EV giant BYD has overtaken Tesla in monthly sales across Europe for the first time, marking a pivotal shift in the region's automotive landscape and highlighting the growing...
Saturday 24 May 2025
Samsung doubles down in Middle East, leads Q1 smartphone race
Samsung Electronics topped the Middle East smartphone market in terms of shipments in the first quarter of 2025, thanks to its high-end models and affordable Galaxy A series.
Friday 23 May 2025
Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit
Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating...
Friday 23 May 2025
OpenAI announces stargate data center expansion in Abu Dhabi
OpenAI is helping to develop a major data center in the United Arab Emirates, a big overseas expansion of its Stargate effort to build out AI infrastructure.
Friday 23 May 2025
The one rival Jensen Huang won't ignore in 2025
In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip...
Thursday 22 May 2025
Xiaomi vaults to 3nm with XRing O1, pairing custom AP with external baseband
Xiaomi's XRing O1 will debut in the 15S Pro smartphone and Pad 7 Ultra, reportedly built on TSMC's second-gen 3nm (N3E) process. With around 19 billion transistors, the chip ranks...
Thursday 22 May 2025
U.S. rebuffs Nvidia’s plea, vows to keep China AI chip curbs
The Trump administration will maintain efforts to keep advanced artificial intelligence technology out of China's hands, a top White House official said, brushing off calls from Nvidia...
Wednesday 21 May 2025
Computex 2025: Jensen Huang urges Taiwanese tech firms to boost software investment for AI future
On May 20, Young Liu, chairman of Foxconn and recently took over as the 27th chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), sought strategic...
Wednesday 21 May 2025
Malaysia retracts Huawei AI server deployment claim as US export control tension rises
Just one day after announcing plans to deploy 3,000 Huawei Ascend-powered AI servers by 2026, Malaysia's Deputy Communications Minister Teo Nie Ching abruptly retracted the statement...
Wednesday 21 May 2025
Zeiss joins AI server race at Computex 2025
Zeiss made its debut at Computex 2025, unveiling industrial metrology tools designed for AI server manufacturing, including CT scanners, 3D scanning systems, and industrial microscopes...
Wednesday 21 May 2025
Japan’s chip buildout stalls as new fabs sit idle
Of the seven semiconductor fabs completed in Japan during fiscal 2023–2024 (April 2023 to March 2025), only three had begun mass production by April 2025. New facilities from...
Wednesday 21 May 2025
Getac and AI server makers stay strong despite tariff pressures
As the global electronics industry braces for the disruptive effects of renewed tariff tensions under the Trump administration's trade policy revival, two sectors appear to be emerging...