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

Thursday 23 July 2026

Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign

China is framing Washington's allegations against Moonshot AI as more than an intellectual property dispute. Chinese officials, state-backed media and policy commentators see the scrutiny...

Thursday 23 July 2026

Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly...

Thursday 23 July 2026

OpenAI faces backlash over Kimi K3 open source criticism

OpenAI's new strategy chief Dean Ball has drawn sharp criticism from Trump administration officials and advisers after posting a lengthy commentary on Moonshot AI's Kimi K3 model....

Wednesday 22 July 2026

Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026

US-China AI rivalry, part 2: Beijing weighs controls on model weights, training data, chip designs

The forthcoming AI dialogue between Washington and Beijing is less a sign of easing tensions than of a changing rivalry. Both governments...

Wednesday 22 July 2026

US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks

The US and China are preparing to hold their first official artificial intelligence (AI) dialogue under President Donald Trump, a notable...

Wednesday 22 July 2026

Microsoft's multibillion-dollar Mistral deal gives regulated industries European alternative to US-controlled AI

Microsoft's decision to pour billions of dollars into Mistral's European compute base is less about adding another model to Azure than about answering a question that has grown loud...

Wednesday 22 July 2026

China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition...

Tuesday 21 July 2026

China's magnet exports hit records — but the tap stays political

China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a...

Tuesday 21 July 2026

Taiwan indicts ex-TSMC employees in first China-linked national core tech espionage case

Taiwan prosecutors have indicted four former TSMC employees for allegedly stealing confidential semiconductor technology with the intent...

Tuesday 21 July 2026

LGES accelerates sodium-ion battery plans while CATL secures early ESS lead

LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage...

Monday 20 July 2026

US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages

The distillation dispute between US and Chinese AI labs has been framed as a one-way street: American firms accuse Chinese rivals of copying their models. However, a run of recent...

Monday 20 July 2026

Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms

South Korea's Hanmi Semiconductor is racing to expand output of the bonding equipment that global memory and foundry makers rely on to build high-bandwidth memory (HBM), warning that...

Saturday 18 July 2026

Dutch report frames Chinese interference in chips, ports and aerospace as a systemic threat

Chinese foreign interference in the Netherlands' strategic industries should be treated as a systemic, long-term threat rather than a series of isolated incidents, according to "Beyond...

Friday 17 July 2026

China moves to institutionalize its vision for global AI governance as Xi launches cooperation body

China used the opening of the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai to institutionalize its bid to shape global governance of artificial intelligence (AI),...

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