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NEWS TAGGED GEOPOLITICS
Tuesday 2 December 2025
US rallies allies to secure AI and mineral supply chains amid rare earth crunch
The US is moving to reinforce critical mineral and semiconductor supply chains with key allies as the West's push to expand rare earth magnet production runs into a worsening shortage...
Tuesday 2 December 2025
Alibaba Cloud's global expansion tests geopolitical boundaries
Alibaba Cloud is ramping up its global strategy, pushing aggressively into the Middle East and Southeast Asia to expand its presence in fast-growing emerging markets.
Tuesday 2 December 2025
US reduces South Korea import tariffs to 15% after strategic investment deal
The US government has reduced the tariff rate on imports from South Korea to 15%, retroactive to November 1, 2025, following South Korea's approval of major investment commitments...
Tuesday 2 December 2025
TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks
Judicial authorities continue investigating former TSMC senior vice president Wei-Jen Lo for suspected violations of the National Security Act and for industrial espionage. The Intellectual...
Monday 1 December 2025
Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield
Since April 5, 2025, a series of geopolitical tensions have unfolded—from US President Donald Trump's remarks and reciprocal tariffs to Japanese Prime Minister Sanae Takaichi's...
Thursday 27 November 2025
China-EU urge an internal resolution of Nexperia dispute
China's Minister of Commerce Wang Wentao and European Commission Trade and Economic Security Commissioner Maros Sefcovic held a video conference on November 26, 2025, to address the...
Thursday 27 November 2025
US extends China product exclusions under Section 301 through November 2026
The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section...
Thursday 27 November 2025
TSMC's retired tools spark fierce demand in China, ASEAN
TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although...
Thursday 27 November 2025
Pentagon flags Alibaba, Baidu, and BYD as military-linked companies
The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according...
Thursday 27 November 2025
India launches US$820 million plan to build local rare earth magnet industry
India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence,...
Wednesday 26 November 2025
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots...
Wednesday 26 November 2025
Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality
Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld...
Tuesday 25 November 2025
TSMC sues ex-SVP for allegedly taking secrets to Intel

TSMC said on November 25, 2025, that it has filed a lawsuit against its former senior vice president, Wei-Jen Lo, in Taiwan's Intellectual...

Tuesday 25 November 2025
Trump and Xi discuss trade, Taiwan, and Russia-Ukraine in second call
US President Donald Trump and Chinese President Xi Jinping held a phone call on November 24 to address issues including trade agreements, the Taiwan situation, and the Russia-Ukraine...
Tuesday 25 November 2025
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces
TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by...