Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 10 June 2026

Posiflex sees orders through 3Q26, shuns price war

Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware...

Wednesday 10 June 2026

Chenbro Micom posts May revenue jump and projects strong second-half momentum

Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects...

Wednesday 10 June 2026

Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO

Chinese artificial-intelligence (AI) startup StepFun is preparing to file for a Hong Kong initial public offering as early as Monday, according to people familiar with the matter,...

Wednesday 10 June 2026

CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates

China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery...

Tuesday 9 June 2026

Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

Alibaba Group Holding has created a new artificial intelligence unit called Token Foundry, putting it directly under CEO Eddie Wu as the...

Tuesday 9 June 2026

ELAN sees drone and AI PC push reshaping revenue mix

Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...

Tuesday 9 June 2026

Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market

Vietnamese electric taxi operator Green SM has launched operations in India, marking its first expansion beyond Southeast Asia and opening a new front in one of the world's fastest-growing...

Tuesday 9 June 2026

Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam

Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the...

Tuesday 9 June 2026

Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity

Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...

Tuesday 9 June 2026

US Pentagon adds BYD, Alibaba to China military company list

The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor,...

Tuesday 9 June 2026

Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships

Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing...

Tuesday 9 June 2026

Yesiang begins shipping recycled filters as 2nm demand lifts AMC market

Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes...

Tuesday 9 June 2026

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...

Tuesday 9 June 2026

VinFast targets top-tier status in India as electric two-wheelers near launch

During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business...

Tuesday 9 June 2026

ELAN Microelectronics expands into AI PCs, drones, and optical chips

ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains...

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