Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 13 July 2026

Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

Tencent is in talks to become the largest shareholder in Manus, leading a proposed buyback of the AI agent startup after Chinese regulators...

Monday 13 July 2026

MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai

Chinese artificial-intelligence developer MiniMax is raising HK$16 billion (approx. US$2.04 billion) through a share placement and convertible bonds to accelerate spending on AI infrastructure...

Monday 13 July 2026

Meta, MediaTek, TSMC push AI chips to challenge Google

Chip industry sources said Meta's cloud AI chip procurement could soon catch up with Google or Amazon AWS among the four major cloud...

Monday 13 July 2026

Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build...

Monday 13 July 2026

AI, LEO, and broadband upgrades lift Taiwan networking makers

Taiwan networking equipment makers posted strong results in June 2026, with rising demand for AI data center expansions, high-speed...

Monday 13 July 2026

Exclusive: China's notebook ODMs are closing in fast on Taiwan's manufacturing crown

Notebook ODMs enjoyed stronger-than-seasonal demand in the first half of 2026, but the traditional peak season is losing momentum....

Monday 13 July 2026

CPO mass production accelerates new four-stage test equipment market

AI-driven demand is accelerating the shift of co-packaged optics (CPO) from technology validation to mass production, triggering a new wave of equipment demand. Companies including...

Monday 13 July 2026

Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027

Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total...

Monday 13 July 2026

China's Nvidia H200 pivot reveals why CUDA still rules AI

China is preparing to allow a limited number of Nvidia H200 AI accelerators into the country, giving Alibaba, ByteDance, and DeepSeek...

Monday 13 July 2026

Nvidia's HVDC shift could reshape data center power chains worldwide

Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift...

Monday 13 July 2026

MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds

MediaTek reported June 2026 revenue of NT$58.012 billion (US$1.81 billion), up 22.30% month over month and 2.80% year over year, and said second-quarter revenue reached NT$152.183...

Monday 13 July 2026

AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...

Monday 13 July 2026

Egis sells part of iCatch stake as ASMedia becomes largest shareholder

Egis Technology on July 9 said it sold part of its stake in iCatch Technology as part of a routine adjustment to its group equity holdings. The IC design company said the move was...

Sunday 12 July 2026

Column: Compute is no longer the AI bottleneck. Memory is — and suppliers know it

After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked...

Sunday 12 July 2026

InP supply crunch leaves South Korea exposed

Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...

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