Global supply chain: China market

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IN THE NEWS

Thursday 10 September 2026

Intelligo targets double-digit 2027 revenue growth on AI IP, ASICs

Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles...

Thursday 10 September 2026

Enflame to list on Septemper 11 as China's four major domestic GPU makers complete IPOs

Chinese AI chipmaker Enflame will list on the STAR Market of the Shanghai Stock Exchange on September 11, 2026, becoming the last of...

Thursday 10 September 2026

India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it

A recommended corporate-fraud investigation would reach Xiaomi at the weakest point its India business has known. India's Serious Fraud...

Thursday 10 September 2026

China sets clear limits on payment terms to auto suppliers

China's government is formally imposing rules on long payment terms in the auto supply chain, with the Ministry of Industry and Information Technology (MIIT) and the State Administration...

Thursday 10 September 2026

Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026

DeepSeek reportedly advances Shanghai IPO plans as it cuts Flash model API prices

Chinese AI startup DeepSeek has taken a concrete step toward a domestic stock-market debut while continuing to adjust its commercial strategy, including another reduction in API prices...

Thursday 10 September 2026

Spirox TGV inspection capable of scanning entire substrate in 20 minutes

As advanced packaging moves toward higher-density stacking, demand is rising for glass through-glass via (TGV) and through-silicon via (TSV) inspection, while glass core substrates...

Thursday 10 September 2026

AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand

AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...

Thursday 10 September 2026

Powerlogic revenue rises for 3rd straight month on niche demand

Fan maker Powerlogic posted its third straight month of revenue growth in August 2026, with consolidated revenue reaching NT$82 million (US$2.6 million), up 2.47% month-over-month,...

Thursday 10 September 2026

DeepSeek's next AI test is not the model; it's everything around it

DeepSeek has opened roughly 150 positions in a new hiring round focused almost entirely on engineering and infrastructure, pointing to...

Thursday 10 September 2026

DB HiTek completes reliability qualification for 8-inch SiC MOSFET process

DB HiTek said it has completed reliability qualification for its 1,200 V silicon carbide (SiC) MOSFET process on 8-inch wafers. The development could expand foundry capacity for next-generation...

Thursday 10 September 2026

Compute-in-memory returns to the spotlight with edge AI's power, memory squeeze

AI is shifting from data centers to PCs, personal AI systems, robots, and other edge devices, renewing a core semiconductor challenge: delivering enough compute and memory bandwidth...

Thursday 10 September 2026

JD Cloud plans 100,000-GPU cluster built on Moore Threads chips

JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...

Thursday 10 September 2026

China gets an early shot at the next SiC power-chip cycle

Alkaidsemi (Shanghai) Technologies Corporation has introduced a 1,200 V silicon carbide superjunction MOSFET that it describes as the...

Thursday 10 September 2026

Beyond the stage, can XPeng's EV playbook scale humanoid robots?

As humanoid robotics glides — in its own distinctive glamour — toward becoming one of the most visible manifestations of physical AI, the once-unimaginable idea of where...

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