Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 16 June 2026

Huawei readies HarmonyOS desktop PCs for September enterprise launch

Huawei is preparing to launch commercial HarmonyOS-powered desktop PCs in September, marking another step in its effort to extend its...

Tuesday 16 June 2026

Huawei's PanguLM comeback hinges on Richard Yu after credibility hit

Huawei is trying to restore the profile of PanguLM at a time when China's large AI model race is entering a tougher phase.

Tuesday 16 June 2026

ByteDance in talks for Iluvatar, Baidu Kunlunxin AI chips as Doubao demand grows

ByteDance is in talks to buy AI chips from Shanghai-based Iluvatar CoreX and is also considering using Baidu's Kunlunxin chips, as...

Tuesday 16 June 2026

Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Netronix said memory shortages are hitting the color e-book reader industry, but its long-built supply-chain management system and...

Tuesday 16 June 2026

Ubiqconn returns to YoY revenue growth in May as unmanned systems business expands

Ubiqconn Technology reported consolidated revenue of NT$121 million (approx. US$3.84 million) for May 2026, down 7% from the previous month but up 2% year-over-year, marking a return...

Tuesday 16 June 2026

Kioxia surpasses Toyota, eyes M&A push in face of AI boom

NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial...

Tuesday 16 June 2026

Taiwan drones advance to Green UAS certification, accelerate US market push

Taiwan's drone industry is set for a major milestone in the second half of 2026, as the Industrial Technology Research Institute (ITRI) has secured qualification from the Association...

Tuesday 16 June 2026

Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026

3Q26 LCD TV panel market cools as small sizes lead decline

Global LCD TV panel prices have entered a new round of adjustment after the FIFA World Cup and China's 618 Shopping Festival stocking...

Tuesday 16 June 2026

Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Tuesday 16 June 2026

AI chip race sends WF6 prices soaring after Japan supply shock

Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used...

Tuesday 16 June 2026

SpaceX's US$2 trillion debut raises questions over AI profits and China supply-chain exposure

SpaceX's market debut pushes its valuation above US$2 trillion, signaling a mega-cap player in AI, space, and satellite services. Analysts warn the company faces structural questions:...

Tuesday 16 June 2026

SK Hynix reportedly readies HBM4E samples for Nvidia as Samsung pulls ahead

SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market....

Tuesday 16 June 2026

China's Starlink rival warns SpaceX is taking prime orbital slots

SpaceX's reported valuation crossing US$1 trillion has renewed global attention on low Earth orbit (LEO) satellites and the broader space economy. As Starlink continues to expand its...

Monday 15 June 2026

NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year,...

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