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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
    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...
    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,...
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