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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 8 April 2025
Tariff tsunami crashes into Taiwan's machine tool sector, smaller players face collapse amid bleak outlook
The ongoing US tariff offensive has dealt a heavy blow to Taiwan's already fragile machinery industry, with the machine tool sector in particular clouded by mounting concerns. Already...
Tuesday 8 April 2025
Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments,...
Tuesday 8 April 2025
AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
Tuesday 8 April 2025
Trump tariffs make India an attractive iPhone export hub
Apple is ramping up iPhone exports from India to the US in response to new tariffs imposed by US President Donald Trump, seeking to shield its margins without raising retail prices—for...
Tuesday 8 April 2025
Rapidus in talks with 50 potential US clients as challenges to serving Chinese market persist
Rapidus, a Japanese semiconductor firm aiming to mass-produce 2nm chips, commenced partial trial production at its facility on April 1, 2025. According to Rapidus president Atsuyoshi...
Tuesday 8 April 2025
US tariffs force Foxconn pivot toward India, Vietnam for non-China, non-US markets
The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones,...
Monday 7 April 2025
Taiwan's Ichia forecasts growth in 2025 on Nintendo supply deal, diversifying production beyond China
Ichia Technologies, a Taiwanese manufacturer of mechanical components and flexible printed circuits, projects continued growth in 2025, driven by new supply relationships with Nintendo...
Monday 7 April 2025
Apple production hubs hit by tariffs
Apple Inc. is finding itself squarely in the crosshairs of President Donald Trump's new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply...
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which...
Wednesday 2 April 2025
Goertek pours US$390 million into Vietnam expansion, inks key HUST partnership
Goertek, a leading Chinese electronics manufacturer, is expanding its footprint in Vietnam with a proposed VND9,717 billion (approx. US$391 million) investment while also formalizing...
Tuesday 1 April 2025
Samsung looks to salvage chip fortunes as chairman Lee Jae-yong courts China's AI and EV powerhouses
Samsung Electronics Chairman Lee Jae-yong recently made a high-profile visit to China, meeting with leading Chinese automaker executives and President Xi Jinping. South Korean analysts...
Tuesday 1 April 2025
Japan's Rapidus launches 2nm trial as MA-Tek's Hokkaido outpost signals surging demand
On April 1, Rapidus inaugurated its first semiconductor fabrication facility, IIM-1, in Chitose City, Hokkaido, marking a pivotal step in Japan's leap from 40nm technology to the...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
Tokyo Electron forecasts stable semiconductor demand and expansion in AI chip equipment
Hiroshi Kawamoto, Division Officer, Finance Division of Tokyo Electron Limited (TEL), one of Japan's leading semiconductor equipment manufacturers, projects that demand for high-bandwidth...
Tuesday 1 April 2025
Cutthroat and Cornered: China's chip sector risk self-cannibalization
SEMICON China 2025 opened at the Shanghai New International Expo Centre to large crowds and packed booths, a full display of China's forward momentum for its semiconductor industry...