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

Monday 9 March 2026

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

Monday 9 March 2026
China warns Nexperia dispute could trigger new global chip shortage
China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...

Monday 9 March 2026
Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin
Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

Friday 6 March 2026
Europe's automakers brace for energy and logistics shocks from Middle East tensions
Rising tensions in the Middle East are adding a new layer of uncertainty for the global automotive industry, raising the risk that geopolitical...

Thursday 5 March 2026
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Wednesday 4 March 2026
Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge
Following US and Israeli strikes on Iran on February 28, Iran's Islamic Revolutionary Guard Corps announced the closure of the Strait of Hormuz, disrupting global energy and shipping...

Tuesday 3 March 2026
US Congress and industry clash over new semiconductor security mandates
The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the...

Tuesday 3 March 2026
US moves to bar federal purchases of China-linked chips
The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement...

Monday 2 March 2026
Arizona in the black: a milestone for TSMC—and Washington
Taiwan Semiconductor Manufacturing Co. (TSMC) has reached a critical financial turning point in its high-stakes expansion into the American desert,...

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...

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