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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
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
Trump says Huang should stay on as Nvidia CEO as board opens spy probe
US President Donald Trump said on November 8 that Jensen Huang should remain CEO of Nvidia, hours after the chipmaker's board opened an independent investigation into whether Huang...
Monday 9 November 2026
Commentary: China's AI data center catch-up hinges on three US policy scenarios
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026...
Saturday 7 November 2026
US-China trade truce gains breathing room as BIS extends 50% Affiliates Rule suspension into 2027
The US Department of Commerce's Bureau of Industry and Security (BIS) has extended the suspension of its 50% Affiliates Rule until January 10, 2027, from the previous November 9, 2026...
Friday 6 November 2026
Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to Reuters, highlighting the widening rift between US export controls and Beijing's drive for...
Friday 6 November 2026
US midterm elections shake-up leaves Samsung, SK Hynix facing AI data center risks, CHIPS Act opportunities
The Democrats' sweeping victory in the November 2026 US midterm elections, securing control of both chambers of Congress, has prompted South Korean industries to reassess the implications...
Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Wednesday 4 November 2026
Decoy processors carry Korean HBM past US export controls into China
A loophole in US export controls reportedly lets high-bandwidth memory (HBM) made by Samsung Electronics and SK Hynix reach China's AI chip industry. The loophole shows how much Huawei's...
Wednesday 4 November 2026
Nexperia takes Wingtech to court over alleged rival chip supply chain in China
Dutch chipmaker Nexperia is seeking US$2 billion in damages from its Chinese owner Wingtech and three other defendants, alleging they established a competing supply chain in China...
Wednesday 4 November 2026
Why Marvell's Lumentum deal could send more AI optics orders to Taiwan
Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the...
Tuesday 3 November 2026
Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry
Geopolitical tensions, volatile crude oil prices, and tightening sustainability requirements are reshaping the global chemical industry, creating new challenges and opportunities for...
Monday 2 November 2026
Samsung's Lee bets on Japan for AI chip packaging edge
Samsung Electronics chairman Lee Jae-yong visited the company's Advanced Package Lab (APL) in Yokohama, Japan, on November 1, as the chipmaker looks to Japan's semiconductor materials...
Monday 2 November 2026
Sam Altman meets with Samsung, SK as memory crunch deepens
OpenAI CEO Sam Altman met with executives from Samsung Group and SK Group during a brief visit to South Korea on October 31, as tightening memory supplies and growing commitments to...
Friday 30 October 2026
BYD sees 28% profit growth for 3Q26, but still falls short of forecasts
BYD reported rising profits for the third quarter of 2026, but its performance fell short of analysts' forecasts. The result stems from the challenges China's automakers face, navigating...
Friday 30 October 2026
Jensen Huang calls Megaspeed ties normal amid Washington's spy probe
After The New York Times reported that a female executive at Singapore-based Megaspeed International was under investigation for allegedly conducting espionage activities...