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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
Wednesday 14 January 2026
China tech restrictions complicate Reliance battery cell plans
Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks...
Wednesday 14 January 2026
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine,...
Wednesday 14 January 2026
China extends anti-dumping tariffs on US and Korean polysilicon
As China–US technological and industrial rivalry intensifies, Beijing is strengthening its trade defence measures. China's Ministry of Commerce announced on the 13th that anti-dumping...
Wednesday 14 January 2026
US drone policy swings highlight security and geopolitical tensions
Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission,...
Wednesday 14 January 2026
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a...
Wednesday 14 January 2026
Chinese AI startup DeepSeek drives global adoption, raises geopolitical concerns
Microsoft's AI for Good Lab has revealed that Chinese AI startup DeepSeek's free, open-source generative model is rapidly gaining adoption in developing countries, contributing to...
Tuesday 13 January 2026
Taiwan-US tariff talks near closure, Section 232 relief in focus
Taiwan's Office of Trade Negotiations under the Executive Yuan said on January 13 that the core objectives of ongoing tariff talks with the US have been to secure reductions in reciprocal...
Tuesday 13 January 2026
Nvidia denies requiring Chinese customers to prepay for H200 chips
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...
Tuesday 13 January 2026
Trump nears Taiwan trade deal tied to massive US chip expansion
The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor...
Monday 12 January 2026
Qatar, UAE join US-led Pax Silica supply chain pact
Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as...
Monday 12 January 2026
Beijing pulls out rare earth card against Japan; Murata says production unaffected so far
On January 6, 2026, China's Ministry of Commerce (MOFCOM) announced that, to safeguard national security and interests, it would strengthen export controls on dual-use items to Japan...
Monday 12 January 2026
Chinese AI startups face 'go global or decouple' dilemma after Manus deal
China's Ministry of Commerce announced on January 8, 2026, that it supports lawful cross-border business and international technology cooperation, emphasizing that overseas investments,...
Friday 9 January 2026
FCC drone exemptions exclude DJI, blocking new US product launches
The US Federal Communications Commission (FCC) has updated its Covered List to exempt certain uncrewed aircraft systems (UAS) and critical drone components from import and authorization...
Friday 9 January 2026
China tightens export controls on rare earths, alarming Japan and South Korea
China has stepped up export controls affecting military and civilian sectors, with potential restrictions on rare earth products to Japan causing significant unease. Japanese industries,...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...