GeoNum

Protecting Subsea Cables: Detect to Deter, Sue to Secure Subsea cables power global commerce. Though rare, cable attacks impose real costs. But leading technologies are democratizing maritime data and deterring would-be saboteurs. To further deter…

⚓ While most damage done to #SubseaCables is accidental, physical attacks are increasing.
How to protect the "soft underbelly of the world economy" ?
Questions as to how to detect and deter such attacks reveal the current judicial gaps in international treaties.
www.csis.org/analysis/pro...

Starlink’s Quiet Role in Venezuela’s Political Crisis Starlink has become an unofficial communications backbone in Venezuela, highlighting how Elon Musk’s satellite network now shapes information access during political upheaval.

🛰️ "#Starlink’s ability to provide connectivity in conflict zones has turned Elon Musk into a geopolitical force."
After its introduction in #Ukraine🇺🇦 in 2022, backed up by the US government, the satellite network recently came into the spotlight in #Iran🇮🇷 and #Venezuela🇻🇪.
time.com/7345047/star...

2025's AI chip wars: What enterprise leaders learned about supply chain reality The 2025 AI chip shortage forced enterprise deployment delays of 40-60%. How US-China tensions, memory shortages, and supply chain reality reshaped CTO strategies for 2026.

A look back on #AIchips in 2025⌛from the market side :

⚔️ From production to distribution and appliance, the industry proved vulnerable to increasingly conflictual #geopolitics.

A target of national ambitions and capital value🪙
www.artificialintelligence-news.com/news/ai-chip...

"Personne n'est assez protégé" : comment la France fait face à la hausse des cyberattaques Services publics, entreprises, organisations... Les atteintes numériques se multiplient ces derniers mois. En cinq ans, elles ont augmenté de 74%, selon le ministère de l'Intérieur.

🇫🇷 Les cyberattaques augmentent en France. Mairies et hôpitaux sont souvent visés.

🇬🇧 Cyberattacks are increasing in France, often hitting hospitals and towns.
www.franceinfo.fr/internet/sec...

The limits of Taiwan’s 'silicon shield' - Asia Times US Secretary of Commerce Howard Lutnick brought new attention to Taiwan’s “silicon shield” in a September 28 interview, during which he said Taiwan should

🇹🇼 - 🇨🇳

Considering the recent escalation in Taiwan-China tensions, here’s a reminder:

🛡️ "The Silicon Shield" : Taiwan’s chip dominance is often seen as a deterrent to Chinese aggression because the global economy would suffer without its semiconductors.

asiatimes.com/2025/10/the-...

US accuses China of unfair chip trade practices Trump administration holds off increasing tariffs until 2027

🇨🇳 — 🇺🇸
Despite accusing China of unfair practices in semiconductors, the US has delayed new tariffs until mid-2027, preserving a fragile truce in the ongoing chip trade war.

Tech dominance is as much about diplomacy and timing as it is about market share.

www.ft.com/content/a127...

Japan's Rapidus set to rival TSMC and Samsung for chip supremacy - Asia Times Rapidus, Japan’s effort to create a domestic chip-making alternative to TSMC and Samsung Foundry, is becoming a broad-based national industrial project of

🇯🇵
With Rapidus, Japan is making chip sovereignty a strategic priority, aiming to challenge TSMC and Samsung in semi manufacturing.

In an AI-driven, geopolitically tense world, every major economy needs its own advanced chip capabilities for long-term resilience.

asiatimes.com/2025/12/japa...

Taiwan Invokes National Security Law to Protect TSMC Trade Secrets

🇹🇼 Taiwan: from semiconductor industry to geopolitics.

TSMC’s most advanced chipmaking know-how is now treated as a national security asset.
This investigation shows how semiconductors have moved from factories into the core of global power politics.

www.nytimes.com/2025/12/10/b...

South Korea’s Semiconductor Dependence Is Becoming a Structural Economic Risk Persistent export concentration around memory chips leaves the Korean economy acutely vulnerable to global tech cycles.

🇰🇷
Heavy subsidies, tax breaks, and exports concentrated in semiconductors:
South Korea’s growth model is increasingly tied to the chip cycle itself.

Sometimes, a lack of diversification in high-tech industry control becomes a major economic vulnerability.

thediplomat.com/2025/11/sout...

Le NdPr désigne un alliage de néodyme (Nd) et de praséodyme (Pr). Ce sont des terres rares utilisées surtout pour fabriquer des aimants très puissants.
Ces aimants sont essentiels pour :
- Moteurs de voitures électriques.
- Disques durs, smartphones.
- Equipements militaires et industriels.

Les terres rares Made in USA se portent bien MP Materials, la société qui exploite la seule mine de terres rares en activité aux États-Unis a vu son chiffre d’affaires bondir de 84 % au second trimestre 2025. Il y a un mois, Apple et le Pentagon...

MP Materials, seule mine de terres rares active aux États-Unis, voit son chiffre d’affaires exploser (+84 %) grâce à une production record de NdPr. Apple et le Pentagone investissent pour renforcer l’indépendance face à la Chine.
www.latribune.fr/economie/int...

AI is skyrocketing the price of RAM. Computers, phones and tablets could be next | CBC News If you've been in the market recently for RAM, you've probably noticed a major spike in prices as memory manufacturers pivot more of their production capacity away from consumer products to supplying ...

FR- L’essor de l’IA fait grimper les prix de la RAM : la demande des data centers et des puces mémoire avancées crée des tensions sur l’offre.
ENG- AI boom is driving RAM prices up as data centers and advanced memory chips strain global supply.
www.cbc.ca/news/canada/...

Infographic: Where Are the World’s Rare Earths? This chart shows the top 10 countries with the greatest known reserves of rare earths in 2024 (in million tonnes of REO).

Rare earths are essential for smartphones, laptops, electric motors, robotics and chip manufacturing.

🇨🇳 China holds the largest known rare earth reserves and dominates mining and refining, making it the world’s leading exporter.

www.statista.com/chart/33754/...

China set to limit access to Nvidia’s H200 chips despite Trump export approval Discussions among regulators come as Beijing seeks to achieve self-sufficiency in semiconductor production

🇨🇳 - 🇺🇸
Despite Trump’s approval, Beijing — pursuing its self-sufficiency goals — is considering restrictions on H200 imports.

H200 is one of Nvidia's most advanced AI chips, and companies like Tencent and Alibaba could benefit from it.

www.ft.com/content/c4e8...

Géopolitique de l’IA : naissance d’une nouvelle fracture mondiale Un rapport de l’université d’Oxford liste les 32 pays -16% des nations du monde- disposant des infrastructures nécessaires pour développer l’intelligence artificielle. Le fossé se creuse avec le reste...

"Apartheid numérique" : seuls 16% des pays possèdent l'infrastructure pour développer l'IA. 🌍

Selon ce rapport d'Oxford, le fossé technologique devient irréversible entre les puissances du cloud et le reste du monde.
🎧 L'analyse : www.radiofrance.fr/franceinter/...

🇫🇷 La pénurie mondiale de semi-conducteurs révèle la dépendance aux chaînes de production asiatiques et fragilise l’industrie numérique.
🇬🇧 The global chip shortage exposes dependence on Asian supply chains and weakens the digital industry.

🔗 www.lesechos.fr/tech-medias/...

Le C.L.O.DO. ou la révolte contre l'informatisation de la société Aujourd’hui dans Affaires Sensibles, l’histoire du CLODO. Un groupe mystérieux qui, au début des années 80, s’en prend à l’informatique.

💣📻 : l'histoire du C.L.O.DO., mystérieux groupe qui sabotait des infrastructures informatiques, en France, dans les années 80.
Parmi les peurs de l'époque: la déshumanisation administrative, l'omniprésence de la surveillance, et la dépendance du pays à une poignée d'infrastructures.
urlr.me/Ebt4Jh

Can Europe Build Digital Sovereignty While Safeguarding Its Rights Legacy? | TechPolicy.Press Europe is shifting from regulating tech to building it, but can it do so without compromising the values it defends, ask Nicole Manger and Vidisha Mishra.

Europe is shifting from regulating technology to building it. Whether it can do so without sacrificing the values it seeks to protect will shape the global digital order, write Nicole Manger and Vidisha Mishra.

📲But what even are semiconductors ?
In short they're elements who can both allow or stop the flow of electricity. Such circuits enable the treatment of information inside electronic devices.
Building a foundry to produce them is highly technical and expensive, hence the importance of actors as TSMC.

The Global Semiconductor Industry in One Giant Chart Explore the world's semiconductor industry by market cap, highlighting Nvidia’s massive 37% share of the global total.

The #semiconductor industry's lead by fabless companies (e.NVIDIA) who design chips but leave their manufacturing to foundries (e.TSMC).
Though it failed to attract such actors, Europe still counts the Dutch ASML, provider of lithographic printers used in chip making, except for China.

14 800 kilomètres : le premier câble à fibre optique entre l’Amérique du Sud et l’Océanie Presque dix ans après les premières discussions, le Chili et le géant Google sont parvenus à un accord afin de déployer le premier câble à fibre optique reliant...

📡 Le Humboldt Cable — un câble sous-marin de 14 800 km reliant Valparaíso à Sydney. Attendu pour 2027, il fait du Chili un hub numérique et pourrait transformer la connectivité régionale.
www.courrierinternational.com/article/econ...

Entre bulle de l’IA et pénurie militaire : une crise systémique - IRIS La montagne financière construite sur les promesses révolutionnaires de l’IA générative est vertigineuse. Les financements circulaires entre entreprises du secteur se sont multipliés, alors que des li...

Bulle financière autour de l’IA, manque structurel de production militaire. L’Europe révèle ses fragilités industrielles : manque de compétences, chaînes de production brisées, insuffisance de matériel.
www.iris-france.org/entre-bulle-...

Géopolitique des réseaux sociaux - Le dessous des cartes | ARTE YouTube video by Le Dessous des Cartes - ARTE

🇫🇷 🎥 Le Dessous des Cartes (Arte) montre comment les réseaux sociaux deviennent des outils de puissance.
🇬🇧 🎥 ARTE’s Le Dessous des Cartes shows how social media become tools of power.

🔗 [https://www.youtube.com/watch?v=hWeksJQQRyU](www.youtube.com/watch?v=hWek...)

Prosecutors seek NT$120M fine against Tokyo Electron Taiwan in TSMC case - Focus Taiwan Taiwan's prosecutors on Tuesday indicted Tokyo Electron Taiwan Ltd., a subsidiary of Japan-based chip equipment supplier Tokyo Electron Ltd., over the alleged theft of Taiwan Semiconductor Manufacturi...

TSMC technology leak :

Taiwan indicts Tokyo Electron’s local unit and three engineers — one former TSMC employee now at Tokyo Electron and two current TSMC engineers — for allegedly failing to prevent leaks of TSMC’s 2nm chip technology trade secrets.

focustaiwan.tw/business/202...

PAKISTAN’S PHYSICAL CONNECTIVITY WITH NEIGHBORS Image conception and realization : Nowmay Opalinski (GEODE/IFG), June 2023.

In 2022, Pakistan🇵🇰 suffered from six massive internet blackouts due to #SubmarineCables cuts, highlighting the lack of #resilience of its networks.
This study underlines "the power asymmetry between content platforms, operators, and regulators" regarding infrastructure planning.
urlr.me/pTGJUV

Taïwan: la croissance plus forte que prévu au 3e trimestre (+8,2%) L'activité économique taïwanaise mesurée par l'évolution du PIB a progressé de plus de 8% au troisième trimestre par rapport à l'année précédente, portée par une forte demande en produits technologiqu...

Consequences of AI demands :

🇫🇷 - Croissance de Taiwan de +8,2% au troisième trimestre. L'estimation sur l'ensemble de l'année devrait atteindre +7,37%

🇬🇧 - Taiwan's growth at +8.2% in the third quarter. The estimate for the whole year is expected to reach +7.37%

www.boursorama.com/actualite-ec...

Géopolitique du numérique : l'impérialisme à pas de géants Voyage à la fois historique et géographique, ce livre nous donne voir un nouveau théâtre d’opérations où, loin de l’utopie d’un internet sans frontières, l’impérialisme technologique avance à pas de g...

Géopolitique du numérique » d’Ophélie Coelho : un essai qui montre comment les Big Tech, via data centers, câbles sous-marins et satellites, transforment Internet en instrument de puissance et posent la question de notre souveraineté numérique.
editionsatelier.com/boutique/acc...

Intelligence artificielle : un défi pour l'Europe | L'Essentiel du Dessous des cartes YouTube video by Le Dessous des Cartes - ARTE

🇫🇷 🎥 Le Dessous des Cartes (Arte) analyse comment l’IA redéfinit les rapports de puissance et les enjeux de souveraineté.
🇬🇧 🎥 ARTE’s Le Dessous des Cartes shows how AI reshapes power dynamics and digital sovereignty.

🔗 [https://www.youtube.com/watch?v=5Zcn88-nq14](www.youtube.com/watch?v=5Zcn...)

China says Japan sent 'shocking' wrong signal on Taiwan Japan dismissed China's claims as "entirely unacceptable" and said its commitment to peace was unchanged.

🇨🇳 - 🇯🇵
Tensions in Asia

“China must resolutely hit back,” said China’s Foreign Minister Wang Yi, referring to what Beijing sees as a potential Japanese military threat regarding Taiwan.

What would become of the global tech industry if a war broke out over Taiwan ?

www.nbcnews.com/world/china/...

US lawmakers target Chinese chipmaking equipment imports by CHIPS Act grant recipients CHIPS Act: The legislation targets equipment from China and other nations of concern. Exceptions exist for tools not available elsewhere. This move seeks to bolster domestic chip manufacturing and add...

🇺🇸 - 🇨🇳 Chip war :

More US chipmakers will no longer be allowed to purchase from Chinese companies under a new bill connected to the Chip Act (federal statute enacted to strengthen U.S. semiconductor production through federal subsidies).

manufacturing.economictimes.indiatimes.com/amp/news/hi-...