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    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 26 February 2026
    The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor
    A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored...
    Thursday 26 February 2026
    Nvidia constrained in China as local AI players strengthen market position
    Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
    Thursday 26 February 2026
    DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
    DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
    Wednesday 25 February 2026
    US tariff ruling sparks transatlantic tensions, European auto industry on edge
    After the US Supreme Court ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were unconstitutional, President Donald Trump reacted sharply, invoking...
    Wednesday 25 February 2026
    US says no H200s were cleared for China since Trump's go-ahead
    Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
    Wednesday 25 February 2026
    Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

    In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

    Tuesday 24 February 2026
    A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
    What if the next pillar of the global semiconductor industry isn't built in one country — but three?
    Monday 23 February 2026
    US tariff ruling puts Taiwan chips in the crosshairs
    The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the...
    Monday 23 February 2026
    SoftBank leads US-Japan alliance investing US$33.3B in Trump gas power plant
    SoftBank Group (SBG) is spearheading an investment alliance to develop a US-based natural gas-fired power plant project valued at US$33.3 billion, aiming to support infrastructure...
    Monday 23 February 2026
    White House vows trade stability after court ruling, China and Asian partners seek clarity
    The White House is moving to stabilize existing trade agreements after a Supreme Court decision invalidated the administration's primary tariff framework. Executive officials have...
    Monday 23 February 2026
    US deploys Tech Corps to counter China's AI expansion in developing markets

    The Trump administration plans to overhaul the 60-year-old Peace Corps to support US artificial intelligence (AI) exports and counter China's...

    Monday 23 February 2026
    India reportedly delays US trade talks as Supreme Court tariff ruling triggers fresh global uncertainty
    According to Reuters, citing unnamed sources, India has postponed a planned trade delegation to Washington, citing uncertainty after the US Supreme Court struck down key tariffs...
    Friday 20 February 2026
    India joins US-led Pax Silica, deepening tech and semiconductor alignment
    On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors,...
    Friday 20 February 2026
    Taiwan surpasses China in monthly imports to the US for first time in decades
    The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
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