Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 9 July 2026

CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

Thursday 9 July 2026

Power-Win sees stronger momentum as battery recycling market expands

Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...

Thursday 9 July 2026

Rebellions' IPO plan tests market appetite for inference chips

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...

Thursday 9 July 2026

GlobalWafers says wafer demand is improving as chip cycle heals

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...

Thursday 9 July 2026

Planet Technology reports June revenue growth as it expands cybersecurity lineup

Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...

Thursday 9 July 2026

Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

Thursday 9 July 2026

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq,...

Thursday 9 July 2026

AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

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...

1/1577 pages