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NEWS TAGGED GEOPOLITICS
Wednesday 25 March 2026
Tungsten prices surge as geopolitics worsen chip supply fears
Global supply concerns over tungsten, a critical material used in semiconductor manufacturing, are intensifying as geopolitical tensions in the Middle East disrupt commodity markets...
Tuesday 24 March 2026
Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains
The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...
Tuesday 24 March 2026
US FCC adds foreign-produced routers to national security 'Covered List'
The US Federal Communications Commission's (FCC) Public Safety and Homeland Security Bureau announced on March 23, 2026, that it has officially added routers produced in foreign countries...
Tuesday 24 March 2026
Chinese Premier encourages foreign investment except Japanese firms at China Development Forum
On March 22, 2026, the Chinese government held the international "China Development Forum" in Beijing, inviting global corporate leaders to participate. Li Qiang, Premier of the State...
Tuesday 24 March 2026
Small nations face structural limits in AI sovereignty, Swiss expert says
As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor...
Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...
Friday 20 March 2026
Scaling the final frontier: Supply chain strategies from Paris Space Week 2026
With a sharp focus on "New Space" industrialization, Paris Space Week 2026 (PSW) highlights a critical shift: the space industry is moving away from bespoke, low-volume "lab work"...
Friday 20 March 2026
Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally...

Thursday 19 March 2026
Nexperia's China split sends orders to Taiwan
Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Wednesday 18 March 2026
Russia reportedly turns to Loongson to escape x86 sanctions
Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The...
Wednesday 18 March 2026
Exclusive: UK's space shake-up puts Taiwan in the orbit of Britain's ambitions
In April 2026, the UK Space Agency will be formally absorbed into the Department for Science, Innovation and Technology (DSIT). It is a structural shift — and a deliberate one...
Friday 13 March 2026
War engulfs the Gulf: worst aviation crisis since Covid
The war in the Middle East has triggered the most severe disruption to Gulf aviation hubs since the Covid-19 pandemic, forcing airlines to suspend flights and reroute global travel...
Friday 13 March 2026
ByteDance's overseas chip play puts Washington in a bind
ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...
Friday 13 March 2026
South Korea passes US$350 billion investment act to anchor Korea-US strategic partnership
South Korea's National Assembly approved the Special Act on Investment in the US on March 12, 2026, authorizing US$350 billion in strategic investments and creating a state-backed...