Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 20 July 2026

Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

Monday 20 July 2026

Huahsu expands capacity to tap AI and advanced packaging demand

Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for...

Monday 20 July 2026

MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack

MiTAC Computing Technology, a subsidiary of MiTAC Holdings, showcased its server lineup and high-density liquid-cooled rack solutions at the 2026 World Artificial Intelligence Conference...

Monday 20 July 2026

PGC Enhances COT Business Model for Advanced-Node ASIC

As artificial intelligence (AI), high-performance computing (HPC), high-speed networking, and edge computing applications continue to expand rapidly, global demand for...

Sunday 19 July 2026

Three-tier humanoid robot architecture shift opens edge AI opportunities

The humanoid robot industry is converging on a "big brain, small brain" architecture, with AI compute shifting from the cloud to the edge, and even to hands, feet, and other endpoints...

Sunday 19 July 2026

ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's

High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance...

Saturday 18 July 2026

Dutch report frames Chinese interference in chips, ports and aerospace as a systemic threat

Chinese foreign interference in the Netherlands' strategic industries should be treated as a systemic, long-term threat rather than a series of isolated incidents, according to "Beyond...

Saturday 18 July 2026

China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026

The largest World Artificial Intelligence Conference (WAIC) to date opened in Shanghai on July 17, and its dominant signal was strategic: China's answer to US limits on advanced chips...

Friday 17 July 2026

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing...

Friday 17 July 2026

China unveils first official commercial space roster, backing established players and the NTN ecosystem

An organization under China's State Administration of Science, Technology and Industry for National Defense (SASTIND) released the...

Friday 17 July 2026

China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia...

Friday 17 July 2026

Oppo cuts OnePlus from North America and Europe, and Realme from China

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will...

Friday 17 July 2026

TSMC limits mature-node expansion and eases pressure on PMIC suppliers

TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan...

Friday 17 July 2026

WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

China's AI industry is shifting from model scale to the infrastructure needed to train, deploy and commercialize AI, with supernodes, high-speed...

Friday 17 July 2026

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

ChangXin Memory Technologies (CXMT) opened subscriptions for its STAR Market IPO on July 16, launching one of China's largest A-share listings...

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