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    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    2min ago
    Musk moves Tesla past Model S and X, betting on robots and AI
    4min ago
    AI boom threatens global chip supply, automakers warned
    12min ago
    NEWS TAGGED CHINA
    Thursday 29 January 2026
    Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
    China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
    Thursday 29 January 2026
    Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
    Thursday 29 January 2026
    China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
    In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
    Thursday 29 January 2026
    Why can't tech giants escape China's smartphone production grip?
    Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
    Wednesday 28 January 2026
    MetaX revenue more than doubles to US$230 million as losses narrow
    China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    Wednesday 28 January 2026
    Apple's iPhone 17 powers a strong quarter as memory costs soar
    Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
    Wednesday 28 January 2026
    Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

    By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

    Wednesday 28 January 2026
    Post-CES 2026: China leads humanoids, South Korea rivals the US
    Humanoid robots are the next frontier of embodied intelligence, and CES 2026 was proof that Chinese companies are in the lead. Among the 38 humanoid robot companies that exhibited...
    Wednesday 28 January 2026
    KGD joins memory price rally with China vendor raising prices by up to 80%
    A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...
    Wednesday 28 January 2026
    As China races to localize auto chips, Taiwan locks onto upmarket
    In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
    Wednesday 28 January 2026
    China's new commercial space plan aims to reshape global space economy by 2027
    China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027...
    Wednesday 28 January 2026
    China's TV subsidies lose traction, shipments likely to decline in 2026
    China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...
    Tuesday 27 January 2026
    Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated
    Taiwanese semiconductor companies specializing in visual AI technologies are pivoting away from the Chinese market, increasingly focusing on Europe and the US amid growing challenges...
    Tuesday 27 January 2026
    Nexperia supply crisis eases as Honda and GAC restart three China plants
    Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary...
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    Research Report Database
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook