GeoWatch

Essential technology and geopolitical news recap.

Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

DIGITMES Asia provides basic users with unlimited access to toll-free articles. Sign up for free subscription now to continue your reading!

Subscribe Now

IN THE NEWS

Friday 3 April 2026

US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.

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...

Thursday 2 April 2026

South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn

South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East...

Thursday 2 April 2026

South Korea's market volatility hands Taiwan a rare edge in AI

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...

Thursday 2 April 2026

Boom turns cautious: Mexico reassesses its embrace of Chinese cars

Chinese automakers have pushed aggressively into overseas markets in recent years, leveraging competitive pricing and tech-forward features to win the attention of dealers and retailers...

Tuesday 31 March 2026

India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers

India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period,...

Monday 30 March 2026

Commentary: US chip security act ends China's special AI chip supply

The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...

Monday 30 March 2026

China launches probe into US green product trade barriers

China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities...

Monday 30 March 2026

NeurIPS rule barring OFAC-listed institutions raises global collaboration concerns

NeurIPS' new rule barring institutions on the US Treasury Department's OFAC entity list from submitting papers, reviewing, or editing risks fracturing global AI collaboration, excluding...

Monday 30 March 2026

SMIC accused of supplying chipmaking tools to Iran military, US officials say

SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...

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...

1/228 pages