Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 9 July 2026

China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code,...

Thursday 9 July 2026

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.

Thursday 9 July 2026

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...

Thursday 9 July 2026

Analog Devices acquires Empower Semiconductor and enters AI power market

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster...

Thursday 9 July 2026

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026

Infineon blocks Innoscience GaN products from US market after patent win

Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld...

Thursday 9 July 2026

Largan investor conference to spotlight optical communications push and smartphone demand

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting...

Thursday 9 July 2026

China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling...

Thursday 9 July 2026

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first...

Thursday 9 July 2026

Tung Yang sees demand rebound as market uncertainty eases

Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global...

Thursday 9 July 2026

HHGalaxy to invest US$13.5 million in aCommerce to expand across Asia

HHGalaxy's planned investment in aCommerce underscores how Asia's e-commerce growth is reshaping opportunities for brands worldwide. As markets across Southeast Asia, Japan, and Taiwan...

Thursday 9 July 2026

Taiwan says China's slow growth could become the new normal

Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural...

Thursday 9 July 2026

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation...

Thursday 9 July 2026

Honor expands Taiwan smartphone push with flagship and midrange launches

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced...

Thursday 9 July 2026

Arterytek posts record second-quarter revenue on stronger MCU demand

Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year...

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