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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 21 May 2025
NextDrive rises in Japan’s battery market
Japan's behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating...
Wednesday 21 May 2025
CATL: One in two new heavy-duty trucks in China will be electric by 2028
Robin Zeng, Chairman of CATL, announced on May 18, 2025, that electric vehicles could comprise 50% of all new heavy-duty truck sales in China by 2028, rising sharply from 10% in 2025...
Tuesday 20 May 2025
Computex 2025: Auras debuts with liquid and air cooling solutions
Cooling module manufacturer Auras chairman Yu-Shen Lin highlighted that Auras is a key Nvidia partner, expecting strong performance in the coming years. He expressed confidence in...
Tuesday 20 May 2025
Foxconn's Young Liu unveils '3+3+3=∞' AI strategy, partners with Nvidia on AI Factory
Computex 2025 commenced with Foxconn chairman Young Liu delivering a landmark keynote address, marking his inaugural appearance as a featured speaker. Liu articulated Foxconn's advancements...
Tuesday 20 May 2025
Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly
Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce...
Tuesday 20 May 2025
As Nissan falters, Toyota may offer lifeline in quiet, government-backed move
Once a pillar of Japan's automotive might, Nissan now finds itself in financial peril, with talks of potential mergers or alliances repeatedly falling through. After a failed merger...
Tuesday 20 May 2025
Computex 2025: Supermicro pushes AI growth and efficiency amid ongoing Nvidia chip shortage
During his keynote speech at Computex 2025, Supermicro president and CEO Charles Liang once again pressed Nvidia CEO Jensen Huang for faster product deliveries. Huang joked that every...
Tuesday 20 May 2025
Nvidia courts ASIC allies with NVLink Fusion, so why is Broadcom still saying no?
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...
Tuesday 20 May 2025
Quantum computing enters 'noisy' phase: tech leaders diverge on timelines and expectations
Tech giants are investing in quantum computing, with Nvidia CEO Jensen Huang anticipating that future supercomputers will include quantum accelerators. He noted current challenges...
Tuesday 20 May 2025
Qualcomm aims for double-digit AI PC market share by 2029
Following his keynote at Computex 2025, Qualcomm CEO Cristiano Amon announced that new updates for the Oryon CPU computing will be released in 2025. This includes the possible launch...
Tuesday 20 May 2025
Foxconn injects US$1.5 billion into Indian subsidiary amid Apple diversification
Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term...
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking...
Monday 19 May 2025
Nvidia bets big on Taiwan as new HQ takes shape, pending final land talks
Nvidia CEO Jensen Huang visited Taiwan to attend Computex and GTC Taipei, delivering a highly anticipated keynote on May 19. During his speech, he revealed multiple collaborations...
Monday 19 May 2025
Made in America, finished in Taiwan: TSMC’s expansion highlights a lingering gap
In the surging global demand for AI applications, TSMC has announced a sweeping expansion of its advanced process and packaging capacity. In its latest disclosure, TSMC revealed plans...
Friday 16 May 2025
Tesla's centralized 'vehicle brain' strategy loses traction as rivals embrace domain-zonal architectures
As the global automotive industry rapidly advances toward next-generation electronic and electrical (E/E) architectures, the combined use of domain controllers and zonal controllers...