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 27 March 2026

Taiwan weighs response as China expands 'long-arm jurisdiction' reach

More than a decade after Taiwanese display makers were swept up in a global antitrust crackdown, officials in Taipei are again warning of the risks posed by expanding legal reach across...

Friday 27 March 2026

Taiwan reviews National Security Act, targets hybrid threats; no link to TSMC's Wei-jen Lo case

Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security...

Thursday 26 March 2026

Samsung SDI secures LFP cathode supply to strengthen North American ESS push

Samsung SDI has secured a multi-year supply of LFP cathode materials from L&F, strengthening its North American energy storage system (ESS) strategy and reducing reliance on Chinese...

Thursday 26 March 2026

US senators accuse Nvidia CEO of misleading claims, urge halt to AI chip exports

US Senators Jim Banks and Elizabeth Warren, in a joint letter dated March 23, called on US Commerce Secretary Howard Lutnick to suspend Nvidia's export licenses for advanced AI chips...

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...

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