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NEWS TAGGED GEOPOLITICS
Friday 23 October 2026
First chip-level device on the list: US FCC bans two devices with Huawei HiSilicon chips under new rule
The US Federal Communications Commission (FCC) has banned two electronic devices from entering the US market because both contain surveillance chips made by Huawei's HiSilicon. The...
Friday 23 October 2026
TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry
The world's largest contract chipmaker is weighing whether the motors inside its factory-automation equipment can run without rare-earth magnets, a sign that China's grip on rare earths...
Friday 23 October 2026
SK Hynix halts Solidigm IPO review in face of broader AI and market volatility
Solidigm, the US-based subsidiary established by SK Hynix, has officially halted its review of potential pre-IPO and IPO options.
Thursday 22 October 2026
Taiwan-France semiconductor alliance strengthens with CPU pact between SiPearl and Egis Group
Highlighting the deepening industrial synergies between Europe and Asia, the Egis Group TechDay Taiwan-France Strategic CPU Partnership Signing Ceremony hosted the official signing...
Thursday 22 October 2026
Russia considers reinstating parallel imports of Samsung, SK Hynix products amid memory shortages
Russia is reportedly considering reinstating parallel imports of products from Samsung Electronics and SK Hynix to ease shortages of memory and storage devices used in data centers...
Wednesday 21 October 2026
US sanctions five Chinese entities over trade secret theft tied to ex-Google engineer
The US imposed sanctions on five Chinese entities tied to ex-Google engineer Linwei Ding for theft of trade secrets. The action follows his conviction for stealing confidential AI...
Wednesday 21 October 2026
How ByteDance, Alibaba, Tencent are testing the boundaries of US AI chip restrictions
Chinese tech giants ByteDance, Alibaba, and Tencent have collectively ordered more than 3 million units of Nvidia's new RTX PRO 5500 graphics cards, representing a total value exceeding...
Tuesday 20 October 2026
Intel requests FCC waiver from US foreign robot ban, citing impact on US chipmaking
Intel has asked the Federal Communications Commission (FCC) for a waiver to the US ban on advanced foreign robots, citing worries that its machines will not receive equipment updates,...
Tuesday 20 October 2026
US firms eye Malaysia to diversify rare earth supply chains
More than a dozen US companies are exploring opportunities to develop Malaysia's rare earth industry, seeking alternatives to China-dominated supply chains as Washington pushes to...
Tuesday 20 October 2026
US orders DeepSeek removed from federal civilian IT systems
The US Department of Homeland Security (DHS) has ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their information...
Monday 19 October 2026
Taiwan plans 25 gas-fired units to secure power for 10 years
Taiwan's Ministry of Economic Affairs plans to add 25 gas-fired power units with a combined capacity of 26GW to meet rising electricity demand from the semiconductor industry and AI...
Monday 19 October 2026
Exclusive: Chinese energy storage giants reportedly exit US as two-way tech restrictions open door for non-Chinese suppliers
Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions,...
Thursday 15 October 2026
EU seeks China deal to lift ASML supplier sanctions amid rare-earth crisis
The European Union (EU) is negotiating with China to lift sanctions on Sindlhauser Materials GmbH, a small German business that is part of ASML's supply chain, according to people...
Thursday 15 October 2026
Trump says Taiwan will buy 30% of LNG output from Alaska project; Taipei confirms plans but not final terms
US President Donald Trump said at a Republican rally in Alaska on Tuesday that Taiwan had agreed to buy 30% of liquefied natural gas (LNG) from a planned Alaska pipeline project over...
Thursday 15 October 2026
Column: 3D memory could redraw chip competition, weaken US sanctions on China
In October 2022, the US Bureau of Industry and Security (BIS) imposed a package of export restrictions on China, including controls on equipment and components for manufacturing 3D...