CONNECT WITH US
NEWS TAGGED GEOPOLITICS
Thursday 15 October 2026
EU seeks China deal to lift ASML supplier sanctions amid rare-earth crisis
The European Union (EU) is negotiating with China to lift sanctions on Sindlhauser Materials GmbH, a small German business that is part of ASML's supply chain, according to people...
Thursday 15 October 2026
Trump says Taiwan will buy 30% of LNG output from Alaska project; Taipei confirms plans but not final terms
US President Donald Trump said at a Republican rally in Alaska on Tuesday that Taiwan had agreed to buy 30% of liquefied natural gas (LNG) from a planned Alaska pipeline project over...
Thursday 15 October 2026
Column: 3D memory could redraw chip competition, weaken US sanctions on China
In October 2022, the US Bureau of Industry and Security (BIS) imposed a package of export restrictions on China, including controls on equipment and components for manufacturing 3D...
Thursday 15 October 2026
US urges chipmakers to use domestic capacity as CHIPS Act strategy shifts from fab subsidies to securing orders
Bill Frauenhofer, executive director of semiconductor investment and innovation at the US Department of Commerce, joined Entegris CEO David Reeder for a fireside chat at SEMICON West...
Wednesday 14 October 2026
Nvidia's share of China's AI chips falls by a third while Huawei gains
Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on...
Monday 12 October 2026
EU caps annual HEV imports at 350,000 to curb trade deficit with China
The European Union plans to cap imports of hybrid electric vehicles (HEVs) at 350,000 units per year, with safeguard measures potentially taking effect as early as December 1, 2026...
Thursday 8 October 2026
Malaysia's chip push: a new island and pressure from Washington and Beijing
Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick...
Thursday 8 October 2026
27 Samsung, SK Hynix veterans joined China's CXMT, study shows
An investigation by a South Korean lawmaker's office revealed that former Samsung Electronics and SK Hynix personnel who transitioned to Chinese DRAM maker ChangXin Memory Technologies...
Wednesday 7 October 2026
Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push
The global artificial intelligence landscape is witnessing an accelerating divide. While Silicon Valley grapples with escalating safety debates and regulatory friction, Chinese tech...
Tuesday 6 October 2026
Analysis: China automakers' US entry paths remain open
The recent summit between US President Donald Trump and Chinese President Xi Jinping concluded without progress on automotive issues—namely, whether Chinese automakers might...
Monday 5 October 2026
China's ASML DUV stockpile spurs calls to close export-control loophole
Chinese semiconductor manufacturers have stockpiled hundreds of immersion deep ultraviolet (DUV) lithography systems worth billions of dollars in recent years, prompting a Washington...
Monday 5 October 2026
Bessent expects US-China AI incident channel as Washington leans on voluntary oversight
US Treasury Secretary Scott Bessent said Washington and Beijing are likely to agree on a way to alert each other when artificial intelligence goes wrong, signaling that AI safety is...
Monday 5 October 2026
US-China truce extension lifts 4Q freight rates, tightens capacity
After US President Donald Trump met Chinese President Xi Jinping, the two sides agreed to extend their trade truce, a move the market read positively. Industry participants expect...
Friday 2 October 2026
China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions...
Thursday 1 October 2026
Trump-Xi talks leave chip policies unchanged; US guards AI advantage while China pursues self-reliance
Following the summit between US President Donald Trump and Chinese President Xi Jinping, market observers broadly agreed that the talks yielded few surprises. The meeting produced...