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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 5 May 2025
    Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

    South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial...

    Saturday 3 May 2025
    Vingroup enters humanoid robot race with Vietnam's first 'Made-in-Vietnam' model
    Vingroup, Vietnam's largest private conglomerate, has announced plans to develop the country's first general-purpose humanoid robot. The initiative is a key pillar of the group's...
    Friday 2 May 2025
    BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025
    China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
    Wednesday 30 April 2025
    TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025
    TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
    Wednesday 30 April 2025
    Intel advances 18A, 14A nodes to anchor US foundry strategy

    At its inaugural Intel Foundry Direct Connect 2025 event on April 29 in the US, Intel laid out its vision for reclaiming semiconductor...

    Wednesday 30 April 2025
    Taiwan's economy faces slower growth under Trump's trade pressures
    The policies of US President Donald Trump have caused significant disruptions to global trade stability, particularly impacting Taiwan's supply chains. Under the shadow of high tariffs,...
    Wednesday 30 April 2025
    CloudMile outlines 3 keys to unlock JS-SEZ potential
    The Johor-Singapore Special Economic Zone (JS-SEZ), actively promoted by the governments of Singapore and Malaysia, leverages Johor state's advantages in land, water, electricity,...
    Wednesday 30 April 2025
    Outpaced and overbuilt: Intel’s $20B crisis
    For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted...
    Wednesday 30 April 2025
    US targets Japan over EV charging standards in tariff clash
    As tariff negotiations between the US and Japan intensify, Washington has turned a critical eye toward Japan's electric vehicle (EV) charging standards, identifying the country's...
    Wednesday 30 April 2025
    Made in America, delayed by parts
    Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
    Tuesday 29 April 2025
    Decoupling from China and local policies drive Taiwan and South Korea battery firms to seize SEA opportunities
    Amid geopolitical tensions, tariff adjustments, and regulatory pressures from the US, battery supply chain players state that Southeast Asian customers are reducing their reliance...
    Tuesday 29 April 2025
    Samsung shifts focus to 3D DRAM in intensifying competition from SK Hynix and Chinese rivals
    Samsung Electronics has reportedly decided to adopt Vertical Channel Transistor (VCT) DRAM as its core next-generation memory product, with plans to begin mass production within the...
    Tuesday 29 April 2025
    Tariffs drive order shifts, boosting demand for GEM's new copper materials
    The US tariff issues have triggered widespread ripple effects across global supply chains. GEM Terminals (GEM), a terminal manufacturer that has recently invested in the special new...
    Tuesday 29 April 2025
    Wiwynn’s Johor bet sets the pace for AI’s next supply chain
    With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities...
    Tuesday 29 April 2025
    Intel appoints new SMG VP and Taiwan GM
    Intel has announced the appointment of Tasha Chuang as vice president of its sales and marketing group (SMG) and general manager for Intel Taiwan. She will officially assume her new...
    24/200 pages