Global supply chain: China market

China market news coverage

IN THE NEWS

Sunday 9 August 2026

Commentary: From free flow to tight control — how tech talent became a national security asset

Tech talent has moved from being simply a hiring priority to a matter of national security. As major economies increasingly tie talent...

Sunday 9 August 2026

Rethinking road safety: Why existing safety standards can no longer keep pace with autonomous vehicles' advances

AI is moving from infotainment into steering, braking, and other core driving functions, raising safety questions that matter far beyond...

Saturday 8 August 2026

Clevo bets on differentiated design for 2H26 notebook growth

Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid...

Saturday 8 August 2026

IT panel demand cools as August prices hold steady

IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...

Saturday 8 August 2026

Elan warns CPU and DRAM shortages will strain 2H26 PC demand

Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter...

Saturday 8 August 2026

Commentary: China IC design rules reshape patent battles

China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect...

Friday 7 August 2026

VisEra Technologies sees stronger 2H26 on recovering demand across three end markets

TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026,...

Friday 7 August 2026

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...

Friday 7 August 2026

SK hynix Invests 54T Won in Y2 and M17 Fabs

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing...

Friday 7 August 2026

China launches review of Palo Alto Networks as trade tensions with US escalate

China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and...

Friday 7 August 2026

South Korea welcomes Trump polysilicon rules as boost to non-China suppliers

US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing,...

Friday 7 August 2026

SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion,...

Friday 7 August 2026

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...

Friday 7 August 2026

Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases

Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial...

Friday 7 August 2026

US optical transceiver ban risks slowing AI data center build-out

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...

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