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 15 May 2026

Analysis: Mythos sparks access fight as AI models become strategic assets

Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...

Friday 15 May 2026

Trump-Xi summit is Nvidia's best shot at getting back into China

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...

Friday 15 May 2026

US clears Nvidia’s H200 for China, but Beijing can still say no

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...

Friday 15 May 2026

US-China ties shift toward balancing tech pressure with controlled competition

The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...

Friday 15 May 2026

Lei Jun, Musk and Cook converge at China-US state dinner

At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...

Thursday 14 May 2026

Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens

US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...

Wednesday 13 May 2026

Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026

Trump frames China summit around trade as US companies seek regulatory relief

US President announced aboard Air Force One that his meeting with China's president would center on bilateral trade, with economic and commercial topics set to dominate discussions...

Tuesday 12 May 2026

Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit

China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources...

Tuesday 12 May 2026

GaN patent fight between China and Europe extends beyond courtroom

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission...

Monday 11 May 2026

China's cybersecurity AI charges ahead despite US model lockout

AI is upending the world of cybersecurity, as more capable models and agentic capabilities bring about new ways to exploit vulnerabilities, along with new ways to discover and patch...

Saturday 9 May 2026

Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Friday 8 May 2026

US president considers inviting Nvidia and other CEOs to China trade talks

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...

Friday 8 May 2026

TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead

TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...

Friday 8 May 2026

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

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