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 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...

Thursday 28 May 2026

Taiwan's Thunder Tiger rejects China supply chain claims, advances to Phase II of US Drone Dominance Program

Taiwanese drone manufacturer Thunder Tiger, the first company in Asia to obtain the US Department of Defense's (DoD) Blue UAS cybersecurity certification, has passed the first phase...

Thursday 28 May 2026

Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal

Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part...

Thursday 28 May 2026

ByteDance's chip ambition grows with US$70 billion capex plan

ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...

Wednesday 27 May 2026

Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply

The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...

Tuesday 26 May 2026

Wingtech sues Nexperia for US$1.2B as it fights delisting risk

Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages...

Tuesday 26 May 2026

Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon...

Monday 25 May 2026

Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships

At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction...

Sunday 24 May 2026

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...

Saturday 23 May 2026

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...

Saturday 23 May 2026

Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms

US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking...

Friday 22 May 2026

China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains

Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...

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