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GeoNum

@geonum.bsky.social
27 followers 42 following 46 posts

📍Tracking the news, research and thoughts on the geopolitics of digital technologies (⚠️ semiconductors) Economical competition📈, social and environmental stakes... 'Cause the virtual world 🌐 looks awfully material 🌏 ! Brought to u by ENSSIB students.

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GeoNum @geonum.bsky.social · 14/01/2026
⚓ 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...
csis.org
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…
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GeoNum @geonum.bsky.social · 13/01/2026
🛰️ "#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...
time.com
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.
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GeoNum @geonum.bsky.social · 08/01/2026
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...
artificialintelligence-news.com
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.
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GeoNum @geonum.bsky.social · 07/01/2026
🇫🇷 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...
franceinfo.fr
"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.
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GeoNum @geonum.bsky.social · 04/01/2026
🇹🇼 - 🇨🇳 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-...
asiatimes.com
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
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GeoNum @geonum.bsky.social · 30/12/2025
🇨🇳 — 🇺🇸 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...
ft.com
US accuses China of unfair chip trade practices
Trump administration holds off increasing tariffs until 2027
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GeoNum @geonum.bsky.social · 26/12/2025
🇯🇵 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...
asiatimes.com
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
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GeoNum @geonum.bsky.social · 22/12/2025
🇹🇼 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...
nytimes.com
Taiwan Invokes National Security Law to Protect TSMC Trade Secrets
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GeoNum @geonum.bsky.social · 18/12/2025
🇰🇷 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...
thediplomat.com
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.
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GeoNum @geonum.bsky.social · 18/12/2025
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...
latribune.fr
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...
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GeoNum @geonum.bsky.social · 16/12/2025
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/...
cbc.ca
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 ...
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GeoNum @geonum.bsky.social · 13/12/2025
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/...
statista.com
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).
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GeoNum @geonum.bsky.social · 10/12/2025
🇨🇳 - 🇺🇸 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...
ft.com
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
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GeoNum @geonum.bsky.social · 09/12/2025
"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/...
radiofrance.fr
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...
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GeoNum @geonum.bsky.social · 08/12/2025
🇫🇷 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/...
lesechos.fr
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GeoNum @geonum.bsky.social · 06/12/2025
💣📻 : 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
urlr.me
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.
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Tech Policy Press @techpolicypress.bsky.social · 05/12/2025
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.
techpolicy.press
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.
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GeoNum @geonum.bsky.social · 04/12/2025
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.
urlr.me
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.
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GeoNum @geonum.bsky.social · 03/12/2025
📡 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...
courrierinternational.com
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...
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GeoNum @geonum.bsky.social · 03/12/2025
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-...
iris-france.org
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...
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GeoNum @geonum.bsky.social · 03/12/2025
🇫🇷 🎥 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. 🔗 [www.youtube.com/watch?v=hWeksJQQRyU…...)
youtube.com
Géopolitique des réseaux sociaux - Le dessous des cartes | ARTE
YouTube video by Le Dessous des Cartes - ARTE
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GeoNum @geonum.bsky.social · 03/12/2025
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...
focustaiwan.tw
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...
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GeoNum @geonum.bsky.social · 01/12/2025
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
dl.acm.org
PAKISTAN’S PHYSICAL CONNECTIVITY WITH NEIGHBORS
Image conception and realization : Nowmay Opalinski (GEODE/IFG), June 2023.
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GeoNum @geonum.bsky.social · 30/11/2025
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...
boursorama.com
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...
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GeoNum @geonum.bsky.social · 26/11/2025
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...
editionsatelier.com
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...
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GeoNum @geonum.bsky.social · 26/11/2025
🇫🇷 🎥 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. 🔗 [www.youtube.com/watch?v=5Zcn88-nq14…...)
youtube.com
Intelligence artificielle : un défi pour l'Europe | L'Essentiel du Dessous des cartes
YouTube video by Le Dessous des Cartes - ARTE
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GeoNum @geonum.bsky.social · 26/11/2025
🇨🇳 - 🇯🇵 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/...
nbcnews.com
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.
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GeoNum @geonum.bsky.social · 24/11/2025
🇺🇸 - 🇨🇳 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-...
manufacturing.economictimes.indiatimes.com
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...
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ECFR @ecfr.eu · 20/11/2025
The EU’s Artificial Intelligence Act could offer a useful framework for Europeans and Gulf partners to work together, write @cinziabianco.bsky.social and Herman Quarles @ecfrmena.bsky.social @ecfrpower.bsky.social bit.ly/3MdxkEk
bit.ly
Trump’s AI thaw: How Europe and the Gulf can protect against American and Chinese tech pressure
Recent changes in US policy have brought the US and Gulf states together again on AI—creating new openings for European decision-makers…
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GeoNum @geonum.bsky.social · 19/11/2025
🇫🇷 🎥 Le Dessous des Cartes (Arte) analyse la course mondiale à l’IA entre États-Unis et Chine : innovation, puissance militaire et souveraineté numérique. 🇬🇧 🎥 ARTE’s Le Dessous des Cartes explores the US–China AI race and its strategic stakes. 🔗 www.youtube.com/watch?v=EYQl...
youtube.com
Intelligence artificielle : une compétition mondiale | Le dessous des cartes - ARTE
YouTube video by Le Dessous des Cartes - ARTE
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GeoNum @geonum.bsky.social · 19/11/2025
Taiwan is tightening export controls on dual-use (civilian-military) technologies from quantum computing to advanced semiconductors. This comes just one day after a Chinese drone was detected this Monday near a southern island close to Taiwan. www.taipeitimes.com/News/front/a...
taipeitimes.com
Taiwan to add 18 items to tech export control list - Taipei Times
Bringing Taiwan to the World and the World to Taiwan
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GeoNum @geonum.bsky.social · 18/11/2025
FR- L’ère de l’IA exige des data centers plus efficients : capacité, interconnexions et régulation deviennent critiques. ENG- The AI era needs reinvented data centers and a rewired grid: capacity, connectivity and smart policy are now essential. www.newsweek.com/powering-the...
newsweek.com
Powering the AI Era—Reinvent Data Centers, Rewire the Grid and Unleash Innovation | Opinion
The decisions made today will shape America’s AI future.
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GeoNum @geonum.bsky.social · 18/11/2025
An identity crisis for 🇪🇺 ? After a rather failed attempt to attract (US) chips manufacturers, the UE is struggling to find its place in the supply chain and reckoning with the new weapons of the technological competition, like export controls, "which aren't yet part of Brussels' repertoire."
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La Souris Verte 🐭🌱 @lasourisverte.bsky.social · 18/11/2025
Le sommet sur la souveraineté numérique européenne a lieu aujourd’hui 18/11 à Berlin. 800 européens seront présents 🇪🇺 : représentants des institutions, d’entreprises, la société civile et la commission européenne. Les sujets traités seront : compétitivité, souveraineté et innovation européenne. 🐭
Summon on european digital sovereignity
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GeoNum @geonum.bsky.social · 15/11/2025
#ShowDontTell 👀 Here's some interactive maps of the major internet infrastructures around the globe🗺️⤵️ If you're often at a loss as to the details of the internet, worry no more, you can visualize it ! First here's a quick run through of Internet's working and history : urlr.me/JW9eYC
@Broaddband Search
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GeoNum @geonum.bsky.social · 13/11/2025
🇫🇷 Les États-Unis renforcent leur autonomie numérique : l’Arizona devient un hub clé pour les semi-conducteurs. 🇬🇧The US is boosting digital autonomy as Arizona becomes a key semiconductor hub. A strategic move for tech sovereignty. markets.financialcontent.com/wral/article...
markets.financialcontent.com
The Silicon Desert Blooms: Arizona Forges America’s New Semiconductor Frontier
The Silicon Desert Blooms: Arizona Forges America’s New Semiconductor Frontier
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GeoNum @geonum.bsky.social · 12/11/2025
Zoom : 🇺🇸 data-centers and who pays for them ? Aside the environmental cost, data-centers have a financial cost too. In the USA questions arise about those informational hubs and their local effects, through their actual tax incomes or their energy demands. ⤵️ First where are those data-centers ?
visualcapitalist.com
Mapped: The Massive Network Powering U.S. Data Centers
Mapped: Where America’s data centers are located—and how their growing power needs are straining the U.S. electricity grid.
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GeoNum @geonum.bsky.social · 12/11/2025
🇫🇷 Ténèze montre comment Israël a bâti une puissance cyber fondée sur l’alliance du civil et du militaire. 🇬🇧 Israel’s cyberpower stems from tight civil-military cooperation. 📚 Revue Défense Nationale (2015) 🔗 shs.cairn.info/revue-defens...
shs.cairn.info
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GeoNum @geonum.bsky.social · 05/11/2025
🇫🇷 O. Coelho révèle comment les GAFAM bâtissent un impérialisme numérique fondé sur dépendance et puissance technologique. 🇬🇧 O. Coelho shows how GAFAMs build a digital imperialism rooted in dependence and tech power. 📚 Ouvrage de référence disponible sur Cairn: 🔗 shs.cairn.info/geopolitique...
shs.cairn.info
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Jer Thorp @jerthorp.bsky.social · 26/09/2025
This video is really important. www.nytimes.com/2025/09/26/o... It connects the dots between A.I. and climate disasters and is just a perfectly crafted piece of investigation and exposition. @katecrawford.bsky.social
nytimes.com
Opinion | A.I.’s Environmental Impact Will Threaten Its Own Supply Chain
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GeoNum @geonum.bsky.social · 04/11/2025
🇺🇸/🇨🇳 AI in geoeconomics poses a choice between "a divided future [techno-nationalism] and one where rivals, however reluctantly, agree on the rules of engagement for this transformative technology." See Adora Yin's article on Sputnik-Deep Seek analogy : ajosr.org/wp-content/u...
ajosr.org
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GeoNum @geonum.bsky.social · 03/11/2025
"The EU AI Act offers a vital framework for ensuring the safe and ethical use of AI in health care but its effectiveness depends on balanced implementation amid geopolitical uncertainty" On AI technologies, regulations and healthcare in the EU : ai.jmir.org/2025/1/e75527/
ai.jmir.org
Balancing Innovation and Control: The European Union AI Act in an Era of Global Uncertainty
The European Union’s Artificial Intelligence Act (AI Act), adopted in 2024, represents a landmark regulatory framework for AI systems, with profound implications for healthcare. This paper examines th...
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