GeoWatch

Essential technology and geopolitical news recap.

Essential technology and geopolitical news recap, GeoWatch, focuses on the tech supply chain, providing effortless insights.

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IN THE NEWS

Wednesday 28 January 2026

SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary

SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...

Wednesday 28 January 2026

Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth

Following the resolution of tariffs between Taiwan and the US, market concerns are expected to ease, leading to clearer procurement signals from end users and fostering optimism that...

Tuesday 27 January 2026

India, EU strike trade pact as Trump tariffs force global realignment

India and the EU have finalized negotiations on a landmark free trade agreement (FTA), a move hailed as historic by both sides as they navigate strained relations with the US and global...

Tuesday 27 January 2026

Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark...

Monday 26 January 2026

Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China

The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately...

Monday 26 January 2026

Taiwan firms face defense market barriers despite US tariff cut

The US decision to cut tariffs on Taiwanese goods to 15% signals deeper cooperation in semiconductors, defense, and AI. However, Taiwanese firms still face high barriers entering tightly...

Monday 26 January 2026

Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

Saturday 24 January 2026

US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

Friday 23 January 2026

TikTok US joint venture formally established to comply with regulatory requirements

TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims...

Friday 23 January 2026

EU's fuel-car ban reversal leaves Euro automakers scrambling against Chinese rivals

The EU's potential reversal of the 2035 ban on new gasoline and diesel vehicles is forcing European automakers to reconsider engine R&D. However, stringent emissions rules and...

Friday 23 January 2026

Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Tuesday 20 January 2026

Trump's Greenland ambition triggers EU tariff war, shipping rates plunge

The four-year Russia-Ukraine war stalemate persists, while escalating US-EU tensions linked to the US attempt to purchase Greenland have triggered retaliatory tariffs and market disruptions...

Monday 19 January 2026

Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive

Geopolitics has become an unavoidable force shaping business decisions in 2026. Shifting tariff policies under President Donald Trump have pushed global supply chains away from pure...

Sunday 18 January 2026

South Korea signs IP pact again, China-linked tech leaks still dominate

South Korea's Intellectual Property Office (KIPO) signed a new Memorandum of Understanding (MOU) on intellectual property cooperation with China's National Intellectual Property Administration...

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