Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 12 November 2026

SoftBank takes JPY768 billion AI hit, rethinks equipment strategy

SoftBank Group (SBG) posted a JPY768 billion (approximately US$4.85 billion) net loss for the first half of fiscal 2026, from April to September 2026, its first loss in nearly two...

Thursday 12 November 2026

HKC’s Mianyang Gen 6 OLED investment faces delays

China’s HKC has again stalled its OLED expansion, with equipment orders for its Gen 6 OLED line in Mianyang, Sichuan, yet to be placed despite plans for deposition equipment...

Thursday 12 November 2026

Jensen Huang scandal could reshape China’s AI chip landscape

“Jensanity” has helped fuel the global artificial intelligence (AI) boom, but reports linking Nvidia CEO Jensen Huang to an alleged extramarital relationship involving...

Thursday 12 November 2026

China's US$225 million space computing venture confronts cost of taking data centers into orbit

Zhongke Nebula has registered in Hefei with CNY1.5 billion (approx. US$225 million) in committed capital, bringing state-backed investors and domestic...

Thursday 12 November 2026

Former Nvidia customer Megaspeed's assets surge 90-fold, but liabilities exceed assets

Singapore-based cloud provider and former Nvidia customer Megaspeed International saw its assets surge about 90-fold in 2024, but liabilities grew even faster, exceeding total assets...

Wednesday 11 November 2026

Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban

Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their...

Wednesday 11 November 2026

Nexperia's China split raises costly question: what is Wingtech owed?

Nexperia could eventually reunite its Chinese and international operations despite an unresolved control dispute with Chinese parent Wingtech Technology, acting CEO Stefan Tilger said...

Wednesday 11 November 2026

Intel targets agentic AI with GPUs and Xeon

Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model...

Wednesday 11 November 2026

TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat

Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request....

Wednesday 11 November 2026

Advantech's Korea business grows 67% in first three quarters, says incoming CEO

Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local...

Wednesday 11 November 2026

Alibaba files to spin off chip design unit T-Head for Hong Kong IPO

Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking...

Wednesday 11 November 2026

Global regulators tighten smart glasses rules, testing Meta, Amazon

As smart glasses move from technology showcases into the consumer market, their resemblance to ordinary eyewear and ability to record images or audio without others' knowledge are...

Wednesday 11 November 2026

Powerlogic revenue falls 39% as AI chip shortages hit gaming

Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing...

Wednesday 11 November 2026

Anthropic expands its business suite amid its IPO filing and launch of Fable 5.2 and Mythos 5.2

Anthropic is taking direct aim at the enterprise productivity market dominated by Microsoft and Alphabet's Google. Beyond its core strength in software engineering, the company is...

Wednesday 11 November 2026

China's Nebula project links AI chips to satellites in bid to take computing beyond Earth

Rising AI demand and constraints on power, land and cooling at terrestrial data centers are drawing international interest in space computing....

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