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NEWS TAGGED GEOPOLITICS
Monday 22 June 2026
China bars govt purchases of products from 46 US firms
China has announced restrictions on government procurement of products made by 46 US companies, a move that could affect cross-border business ties and supply chains, with implications...
Monday 22 June 2026
YMTC NAND share rises to 13%, alarming South Korean rivals
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing...
Monday 22 June 2026
China places 10 US entities on export control list, restricts dual-use exports

According to an announcement published by China's Ministry of Commerce on June 22, China has added 10 US entities to its export control...

Friday 19 June 2026
EU fast-tracks US tariff deal, adds three Trump safeguards

The European Union has rushed through a US-EU tariff agreement after US President Donald Trump demanded that Brussels complete the...

Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity,...
Friday 19 June 2026
Commentary: G7 AI fight moves to who controls frontier model access

The G7 debate over AI has moved beyond regulation and safety pledges into a harder fight over frontier model access: who can use the...

Thursday 18 June 2026
Japan lasers in on India's Assam state for chip and infrastructure corridor

Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei,...

Thursday 18 June 2026
G7 AI talks reveal trust gap behind US model power
The world's most powerful AI companies entered the G7 summit in France this week with a message for democratic governments: frontier AI needs global rules, but those rules are increasingly...
Thursday 18 June 2026
Analysis: Chinese firms tap Singapore-Malaysia model to shed 'Made in China' label — but hurdles remain

The global semiconductor and high-tech manufacturing landscape continues to undergo structural realignment. An increasing number of...

Wednesday 17 June 2026
Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to...
Wednesday 17 June 2026
US AI export crackdown on Anthropic sparks global push for sovereign AI
A letter dated June 12 from US Commerce Secretary Howard Lutnick to Anthropic CEO Dario Amodei marked the most aggressive federal regulatory intervention targeting a leading generative...
Wednesday 17 June 2026
Samsung, SK Hynix suppliers seek war-cost payback after US-Iran shock drains chip materials inventory

Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics,...

Wednesday 17 June 2026
China's six-network plan signals a long-term infrastructure and technology self-reliance push

China's elevation of six infrastructure categories to national strategic priority status could reshape its industrial base, reduce...

Tuesday 16 June 2026
China mass produces silicon-28 amid quantum computing race with US

China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) —...

Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...