Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 20 May 2026

Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up

Taiwan-based aerospace engine fastener maker National Aerospace Fasteners Corporation (NAFCO) said order visibility has extended to as long as eight to nine years as Boeing accelerates...

Wednesday 20 May 2026

Taipei fires back as Trump repeats chip theft claim

Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...

Wednesday 20 May 2026

Taiwan suppliers look past Tesla as China's robot makers scale up

Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

Wednesday 20 May 2026

AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships

Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside...

Wednesday 20 May 2026

Google I/O 2026: Stitch shakes up AI design and dev workflows

Google's announcement of its Stitch AI design platform triggered immediate market reactions, raising substantial questions about the future of design professions, competitive dynamics...

Wednesday 20 May 2026

Google I/O 2026: Consumer hardware competition and smart glasses market entry

Google's announcement of Android XR smart glasses marks its direct entry into a fast-growing wearable AI market, signaling confidence in rapid consumer adoption and the category's...

Wednesday 20 May 2026

Google I/O 2026: AI market competition and enterprise pricing strategy

Google's Gemini 3.5 model announcements mark a strategic shift toward enterprise cost competitiveness, directly challenging OpenAI and Anthropic's positioning in the frontier AI se...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Wednesday 20 May 2026

Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO

Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its...

Wednesday 20 May 2026

China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Wednesday 20 May 2026

CXMT profit surge shows limits of China's DRAM push

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...

Wednesday 20 May 2026

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...

Tuesday 19 May 2026

McKinsey warns of pilot purgatory as robotics market eyes $400 billion by 2040

Sarthak Vaish, associate partner at McKinsey & Company, delivered a pointed reality check at the 5th Mobis Mobility Day in Sunnyvale: the hardware for humanoid robots is ready,...

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