Geopolitics News 1 July 2025

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many others taiwannews.com.tw ts2.tech. Rather than selling its own branded chips, TSMC

8 October 2025

Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Pivot: LNG Deals and Domestic Production Turkey is undertaking a strategic overhaul of its gas supply. Once overwhelmingly dependent on pipeline gas from Russia and Iran, Ankara is now doubling down on alternative sources. State energy company BOTAŞ

8 October 2025

Energy Policy · Geopolitics · International Relations · Natural Gas · NYSE:WPL · Turkey

Critical Metals Corp (CRML) Skyrockets on U.S. Stake Rumors – Inside the Tanbreez Rare Earth Power Play

Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

U.S. Eyes Stake in Greenland Rare Earth Project The U.S. government has been in talks to take an equity stake in Critical Metals Corp, the company developing the Tanbreez rare earths mine in Greenland reuters.com. According to an exclusive Reuters

6 October 2025

Geopolitics · Mining Industry · NASDAQ:CRML · Rare Earth Metals · Strategic Resources · U.S. Policy

TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its

6 October 2025

AI Technology · Future Trends · Geopolitics · Investments · Semiconductors

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Key Facts: Energy: War Drives Oil Higher, Gas Steadies, Renewables Reshuffled Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl (▲1.0%) while WTI ended at $65.72 (▲1.14%),

27 September 2025

Agriculture · Commodities · Economic Policy · Energy Markets · Geopolitics · NYSE:FCX · NYSE:GS

Precious Metals Skyrocket as Gold Hits Record High, Silver & Platinum Soar – Fed Bets and Geopolitics Fuel Rally

Precious Metals Rally Overview (Sept 23–24, 2025) Precious metals prices soared to multi-year highs in the past 48 hours, capping a dramatic two-week run-up. Gold set a fresh all-time high near $3,790/oz on September 23, punctuating a rally that has

24 September 2025

Federal Reserve · Geopolitics · Gold · NYSE:C · NYSE:GS · Precious Metals · Silver

Kim Jong Un’s AI Drone Ambition Shakes Up Global Military Balance

Background: North Korea’s Military and Tech Capabilities North Korea’s military has long been formidable on paper, anchored by its nuclear weapons and ballistic missiles programs. As of 2025, the country is estimated to possess dozens of nuclear warheads and an

19 September 2025

Artificial Intelligence · Drones · Geopolitics · Military Technology · North Korea

Drone Warfare and Developments in Ukraine (2024–2025)

High-Stakes Drone Showdown: Why the U.S. Is Scrambling to Catch Up with Russia in Ukraine’s War

Drones Take Center Stage in the Ukraine War Unmanned aerial vehicles – drones – have become central to the Russia-Ukraine conflict, redefining how wars are fought. What began in 2022 with ad-hoc use of hobby drones to spot artillery has

16 September 2025

Drones · Geopolitics · Military · Technology · Ukraine War

NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

Nvidia in China’s Crosshairs: Inside the High-Stakes Chip War Showdown

Background: Nvidia’s Role in AI and Chips A building at Nvidia’s headquarters. Nvidia is the world’s leading maker of advanced graphics processors and AI accelerator chips, which have become strategic assets in the global tech industry abc17news.com. Nvidia is a

15 September 2025

China · Geopolitics · NASDAQ:NVDA · NVIDIA · Semiconductors · Technology

Putin–Trump Anchorage Summit: Secret Tech Deals, Cyber Power Plays, and the Arctic Icebreaker Gamble

The Anchorage talks occurred in mid-August 2025 in Alaska between Donald Trump and Vladimir Putin, aimed primarily at ending the war in Ukraine. No public cyber accords were announced at the summit, signaling tacit accommodation on cyber issues. In March

15 August 2025

Arctic · Cybersecurity · Geopolitics · International Relations · Technology

Global Drone Market in Q3 2025: Supply Chain, Geopolitics, and Export Controls

In Q3 2025 the global drone market faces significant supply-chain pressure from component shortages, tariffs, and logistics delays, with China historically dominating motor, ESC, battery, flight controller, camera, sensor, propeller, and carbon-fiber airframe production. After China tightened dual-use drone component

13 July 2025

Drones · Export Controls · Geopolitics · Global Market · Supply Chain

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

In summer 2025, TSMC reported near 90% yield on its 3 nm process, versus Samsung’s roughly 50% yield. Samsung, which pioneered 3 nm gate-all-around transistors in 2022, continues to struggle with yields but has won Google’s Tensor G5 on 3

1 July 2025

Chips · Geopolitics · Industry · Semiconductors · Technology

Geopolitics News 1 July 2025 - 8 October 2025