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NEWS TAGGED GEOPOLITICS
Thursday 15 January 2026
Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced...
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
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
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...
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
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
Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns
China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict national...
Thursday 8 January 2026
China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips
Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US export...
Thursday 8 January 2026
Huawei's Ascend 950 tests South Korea's AI market
Huawei has signalled a renewed push into South Korea's AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend...
Wednesday 7 January 2026
Indonesia cuts nickel mining quota to support prices, imports needed in 2026
The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million...
Wednesday 7 January 2026
Beijing's dual-use controls test Japan's economic security strategy
China has moved to tighten export controls on dual-use products to Japan. This step could have wide-ranging implications for supply chains spanning advanced materials, electronics,...