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    China's expanded rare earth controls threaten Taiwan's 2026 drone procurement
    Oct 13, 19:09
    China's two major rare earth producers raised fourth quarter prices by 37%
    Oct 13, 19:08
    NEWS TAGGED GEOPOLITICS
    Friday 3 October 2025
    Applied Materials warns of revenue hit from expanded US export blacklist
    Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
    Thursday 2 October 2025
    US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture
    The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General...
    Wednesday 1 October 2025
    Taiwan rejects US proposal for 50-50 chip production split
    US Secretary of Commerce Howard Lutnick recently proposed a 50-50 split in chip manufacturing between Taiwan and the US, claiming the US is nearing major tariff and semiconductor...
    Wednesday 1 October 2025
    Nvidia falters in China; Huawei moves to fill AI chip vacuum
    Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
    Tuesday 30 September 2025
    Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

    On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

    Tuesday 30 September 2025
    US expands entity list restrictions to cover affiliates of blacklisted firms
    The US Department of Commerce has issued a new rule that broadens the reach of its export control regime by targeting affiliates of companies already on restricted lists. The change,...
    Friday 26 September 2025
    TSMC in Intel’s investment talks, as Andrew Ng flags Taiwan risk
    Intel is reportedly stepping up efforts to raise capital and secure partnerships as part of its turnaround strategy, approaching firms including Apple and TSMC. The push has intensified...
    Friday 26 September 2025
    Trump approves TikTok divestiture plan, delays enforcement of foreign adversary app ban
    US President Donald Trump has approved a plan for TikTok's US operations to be divested into a new US-based joint venture, determining that the move meets national security requirements...
    Thursday 25 September 2025
    Taiwan curbs chip exports to South Africa in rare diplomatic clash

    Taiwan has imposed new restrictions on semiconductor exports to South Africa, citing national security concerns in a dispute that underscores...

    Wednesday 24 September 2025
    China to forgo developing nation status at WTO, signaling shift in global trade stance
    China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding...
    Tuesday 23 September 2025
    Oracle reportedly to oversee TikTok algorithm under US-China framework deal
    The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal,...
    Monday 22 September 2025
    Taiwan tech secrets hemorrhaging to China, with TSMC as prime target
    Between 2019 and 2023, Taiwan saw a 31% increase in advanced technology trade secret cases, mainly leaking to China amid US semiconductor restrictions. Talent loss to Chinese firms...
    Friday 19 September 2025
    Japan and EU deepen battery cooperation to counter geopolitical risks
    Japan and European countries are strengthening their collaboration to mitigate geopolitical tensions and supply chain vulnerabilities stemming from tensions between the US and China...
    Wednesday 17 September 2025
    South Korea scrambles to match US auto tariff deal granted to Japan
    The South Korean government has reportedly decided to embark on urgent negotiations with Washington after the US slashed tariffs on Japanese automobiles, creating a potential pricing...
    Wednesday 17 September 2025
    US Congress targets Huawei's US affiliate, ties with Nvidia under scrutiny amid US-China tech tensions
    The House Select Committee on the Chinese Communist Party has launched an inquiry into Futurewei Technologies, the US-based affiliate of Huawei, highlighting the company's close interactions...
    2/14 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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