Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 21 May 2026

Grab to expand food delivery business in Taiwan

As Grab Holdings pushes ahead with its proposed acquisition of foodpanda's Taiwan business, the Southeast Asian technology giant is betting that the future of delivery is no longer...

Thursday 21 May 2026

Exclusive: TOPCon faces funding cuts while HJT and BC receive government support

As China's solar market enters a downfall, market sources indicate that China's central government is reshaping the industry landscape through an aggressive dual-track strategy. On...

Thursday 21 May 2026

TSMC's cautious capex is averting an AI bubble, says investor

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...

Thursday 21 May 2026

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

Thursday 21 May 2026

Samsung labor dispute adds pressure to memory chip market

Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...

Thursday 21 May 2026

How South Korea is pitching itself to Silicon Valley's startup elite

South Korea made its case to Silicon Valley investors and startups on the first day of the Plug and Play May Summit in Sunnyvale, positioning Seoul not as an emerging market but as...

Thursday 21 May 2026

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...

Thursday 21 May 2026

Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO

Moonshot AI, the Beijing-based generative AI unicorn behind the widely popular Kimi chatbot, has informed its shareholders that it intends to dismantle...

Thursday 21 May 2026

US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

Thursday 21 May 2026

OSE targets AI server SMT growth as memory demand lifts outlook

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...

Thursday 21 May 2026

SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US

China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai...

Thursday 21 May 2026

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...

Thursday 21 May 2026

Iron Force eyes North America production, AI server cooling shipments in 2Q26

Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...

Thursday 21 May 2026

China memory supplier Biwin's AI photonics funding raises questions

China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.

Thursday 21 May 2026

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...

3/1525 pages