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    NEWS TAGGED GEOWATCH
    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,...
    Tuesday 24 March 2026
    US FCC adds foreign-produced routers to national security 'Covered List'
    The US Federal Communications Commission's (FCC) Public Safety and Homeland Security Bureau announced on March 23, 2026, that it has officially added routers produced in foreign countries...
    Tuesday 24 March 2026
    Chinese Premier encourages foreign investment except Japanese firms at China Development Forum
    On March 22, 2026, the Chinese government held the international "China Development Forum" in Beijing, inviting global corporate leaders to participate. Li Qiang, Premier of the State...
    Tuesday 24 March 2026
    Small nations face structural limits in AI sovereignty, Swiss expert says
    As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor...
    Friday 20 March 2026
    Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
    At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...
    Friday 20 March 2026
    Scaling the final frontier: Supply chain strategies from Paris Space Week 2026
    With a sharp focus on "New Space" industrialization, Paris Space Week 2026 (PSW) highlights a critical shift: the space industry is moving away from bespoke, low-volume "lab work"...
    Friday 20 March 2026
    Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

    US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally...

    Thursday 19 March 2026
    Nexperia's China split sends orders to Taiwan
    Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...
    Thursday 19 March 2026
    Hormuz blockade triggers domino effect across semiconductor supply chain
    Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
    Wednesday 18 March 2026
    Russia reportedly turns to Loongson to escape x86 sanctions
    Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The...
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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook