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NEWS TAGGED GEOWATCH
Wednesday 19 November 2025
Acer CEO flags China's role in prolonging global memory shortage
Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...
Wednesday 19 November 2025
Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure
After resigning as CEO of Intel in December 2024, Pat Gelsinger has maintained an active presence in the global AI and semiconductor industries. In March 2025, he joined Silicon Valley...
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Wednesday 19 November 2025
Santa Clara data centers remain idle due to local power shortages despite completion
Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by...
Wednesday 19 November 2025
South Korea risks losing edge to China in all key exports by 2030, survey shows
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
Wednesday 19 November 2025
Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact
Anthropic, an AI startup, has disclosed that a hacker group supported by the Chinese government has exploited its Claude Code tool to automate cyberattacks on a large scale, reportedly...
Tuesday 18 November 2025
Pat Gelsinger leads Silicon Valley startups to Taiwan
Silicon Valley venture capital firm Playground Global visited Taiwan on November 18, 2025, led by partner and former Intel CEO Pat Gelsinger, bringing seven portfolio companies to...
Tuesday 18 November 2025
Taiwan's new laws cripple solar industry, with impacts rippling across supply chains
Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.
Tuesday 18 November 2025
Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks
Former Google CEO Eric Schmidt has raised concerns about developing countries adopting Chinese AI models, mostly because of cost. According to Business Insider, Schmidt stated...
Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
Monday 17 November 2025
Taiwan labels DeepSeek, four Chinese AI models security threats
Taiwan's National Security Bureau (NSB) has issued an urgent warning about several China-developed generative AI language models, saying they contain severe security vulnerabilities...
Monday 17 November 2025
Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain
The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting...
Sunday 16 November 2025
China's economy faces multiple pressures as investment uncertainty rises
The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry...
Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
Friday 14 November 2025
IHI, ICEYE team up to launch advanced SAR satellite network

Japanese industrial machinery maker IHI Corp. has signed a satellite procurement agreement with Finnish synthetic aperture radar (SAR)...