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NEWS TAGGED GEOPOLITICS
Wednesday 15 April 2026
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...
Wednesday 15 April 2026
China seeks energy self-sufficiency as geopolitical risks rise
China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels...
Tuesday 14 April 2026
Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

Monday 13 April 2026
Quantum meets AI: which Asian nation will take the lead in sovereign tech?
AI and quantum computing are converging — and the geopolitical consequences are profound. At the GITEX AI Asia forum, industry experts argued that this integration goes beyond...
Monday 13 April 2026
Hormuz conflict exposes Southeast Asia's energy fault lines
A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the...
Friday 10 April 2026
US expands China lab ban, testing orders shift to Taiwan
The US is moving to broaden restrictions on Chinese laboratories testing electronics, a step that could effectively exclude a large portion of China's testing ecosystem if the proposal...
Thursday 9 April 2026
India's measured reset with China highlights trade dependence and strategic calculus
India is cautiously recalibrating its economic relationship with China, easing restrictions on trade and investment while balancing supply chain needs with strategic concerns, according...
Wednesday 8 April 2026
Europe's battery ambitions shrink as costs and China's dominance loom

Driven by the rapid shift toward automotive electronics and electrification, Europe moved earlier than the United States to localize lithium...

Wednesday 8 April 2026
US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled...
Wednesday 8 April 2026
Taiwan warns of Beijing's covert push to poach AI and chip talent

According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting...

Wednesday 8 April 2026
China's first dedicated supply chain security law raises the compliance stakes
On March 31, Chinese Premier Li Qiang signed Order No. 834 issued by the State Council, which was officially released on April 7 as the Regulations of the State Council on Industrial...
Tuesday 7 April 2026
US MATCH bill targets China chip equipment, services

US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream...

Tuesday 7 April 2026
PCB bottlenecks, freight costs push electronics prices higher
The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
Saturday 4 April 2026
How second-tier powers are bypassing big tech via Taiwan

The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement...

Friday 3 April 2026
US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...