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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
    Tuesday 14 October 2025
    China raises rare-earth prices 37%, tightens export controls on global tech
    China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just...
    Tuesday 14 October 2025
    Commentary: China weaponizes rare earth dominance, global tech to pay the price
    China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply...
    Tuesday 14 October 2025
    EU plans mandatory EV quotas for corporate fleets, pressuring carmakers
    The European Union is preparing to push its green transition into a new and more forceful phase — one that could spark a contentious standoff with parts of its own automotive...
    Tuesday 14 October 2025
    China expands rare earth export controls to midstream and end products
    On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include...
    Tuesday 14 October 2025
    China expands lithium battery export curbs, deepening global supply risks
    In just three months, China has implemented two sweeping rounds of export restrictions on its lithium battery supply chain, marking a sharp shift in Beijing's strategy from simple...
    Tuesday 14 October 2025
    Chinese-owned chipmaker Nexperia caught in G2 tech crossfire
    Nexperia, a Dutch semiconductor company and a key supplier of essential "long-tail" components used in cars and industrial equipment, has become an unexpected casualty of the intensifying...
    Monday 13 October 2025
    Russia unveils 10-year roadmap for EUV lithography development
    The Institute of Physics of Microstructures of the Russian Academy of Sciences (IPM RAS) has recently announced a long-term roadmap for the development of an extreme ultraviolet (EUV)...
    Monday 13 October 2025
    Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China
    Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting...
    Monday 13 October 2025
    Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
    Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...
    Monday 13 October 2025
    Netherlands seizes control of Nexperia, deepening Europe-China tech rift

    The Dutch government has taken extraordinary steps to limit Chinese group Wingtech Technology's control over its Dutch subsidiary Nexperia,...

    Monday 13 October 2025
    Geopolitics and protectionism test China's auto dominance in Russia

    When global automakers fled Russia in the wake of its full-scale invasion of Ukraine, Chinese car companies moved in with astonishing...

    Friday 10 October 2025
    Beijing targets Qualcomm and TechInsights in widening tech crackdown
    China has intensified its regulatory actions against foreign companies amid escalating tensions with the US, launching an antitrust investigation into Qualcomm while adding several...
    Thursday 9 October 2025
    US expands export controls, citing Chinese firms' support for Hamas and Houthis
    The US Department of Commerce's Bureau of Industry and Security (BIS) announced on October 8, 2025, that it is placing 29 Chinese and Hong Kong entities onto its strengthened Entity...
    Wednesday 8 October 2025
    US rebuilds rare earth supply chain to cut China dependence
    The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the...
    Wednesday 8 October 2025
    YMTC eyes HBM market entry to disrupt top three
    Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
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