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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
Friday 9 January 2026
FCC drone exemptions exclude DJI, blocking new US product launches
The US Federal Communications Commission (FCC) has updated its Covered List to exempt certain uncrewed aircraft systems (UAS) and critical drone components from import and authorization...
Friday 9 January 2026
China tightens export controls on rare earths, alarming Japan and South Korea
China has stepped up export controls affecting military and civilian sectors, with potential restrictions on rare earth products to Japan causing significant unease. Japanese industries,...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
Friday 9 January 2026
Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns
China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict...
Friday 9 January 2026
China targets 2027 self-sufficiency in core AI technologies
Amid escalating US–China technology competition, China at the start of 2026 formally unveiled new objectives for its AI industrial policy. Eight government bodies, including...
Thursday 8 January 2026
China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips
Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US...
Thursday 8 January 2026
Huawei's Ascend 950 tests South Korea's AI market
Huawei has signalled a renewed push into South Korea's AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend...
Wednesday 7 January 2026
Indonesia cuts nickel mining quota to support prices, imports needed in 2026
The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million...
Wednesday 7 January 2026
Beijing's dual-use controls test Japan's economic security strategy
China has moved to tighten export controls on dual-use products to Japan. This step could have wide-ranging implications for supply chains spanning advanced materials, electronics,...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national...
Tuesday 6 January 2026
Chang Wah interview: strong lead frame growth despite precious metals shortage
Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's...
Monday 5 January 2026
Black Sesame's Huashan A2000 clears US Commerce, Defense reviews, secures global sales approval
Black Sesame Technologies has secured a rare regulatory breakthrough for a China-based automotive AI chip developer. On January 4, 2025, the company said its high-performance Huashan...
Monday 5 January 2026
Geopolitics-driven auto industry reshuffling on display at CES 2026
Geopolitically driven supply-chain realignment is pushing the global auto industry into a critical moment of risk diversification. An emerging industrial bloc centered on "non-China"...
Monday 5 January 2026
Lee Jae-myung's first China visit signals warming South Korea-China ties
According to Bloomberg and The Korea Economic Daily, South Korean President Lee Jae-myung made a four-day trip from January 4-7, 2026, to Beijing and Shanghai, including...