News tagged Geopolitics at DIGITIMES

NEWS TAGGED GEOPOLITICS

Thursday 11 June 2026

China red-chip crackdown forces IPO hopefuls to rethink offshore listings

China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that...

Thursday 11 June 2026

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...

Thursday 11 June 2026

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...

Wednesday 10 June 2026

Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls

Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...

Wednesday 10 June 2026

Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips

YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...

Wednesday 10 June 2026

China rejects US military-linked listing of Alibaba, Baidu and BYD, calls move unjustified

The US Department of Defense has added major Chinese companies, including Alibaba Group, Baidu, and BYD, to its Chinese Military Companies list, drawing swift public rejection from...

Tuesday 9 June 2026

US Pentagon adds BYD, Alibaba to China military company list

The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor,...

Tuesday 9 June 2026

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...

Monday 8 June 2026

Wingtech sues Nexperia's Dutch entities as cross-border control dispute deepens

Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance,...

Friday 5 June 2026

US targets China's PCB grip as AI and defense supply risks mount

As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...

Friday 5 June 2026

Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech

Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their...

Monday 1 June 2026

US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

Monday 1 June 2026

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...

Monday 1 June 2026

SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure

SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...

Sunday 31 May 2026

Pentagon funding talks put US drone startups on wartime footing

The Trump administration is in talks to provide funding to several US drone companies, in a move that would mark a stronger federal push to expand domestic drone manufacturing and...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook