Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 11 June 2026

AI boom drives capital inflows, but Taiwan sees low systemic risk

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...

Thursday 11 June 2026

Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

Thursday 11 June 2026

Taiwan auto parts makers see openings as China's car market resets

Taiwanese auto parts makers are finding new opportunities as China's auto market undergoes a sharp reset, with stronger sales from emerging brands and a seasonal pickup expected to...

Thursday 11 June 2026

Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...

Thursday 11 June 2026

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...

Thursday 11 June 2026

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...

Thursday 11 June 2026

Taiwan optical suppliers target drones, robots as smart-camera demand grows

Taiwan's optical suppliers are entering the smart-camera market along two main paths: some are pushing deeper into system integration and software, while others are concentrating on...

Thursday 11 June 2026

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year,...

Thursday 11 June 2026

Grab's Taiwan push faces scrutiny over data security, antitrust concerns, and market overlap

Grab is seeking to enter Taiwan through an acquisition of Foodpanda, but the deal remains under regulatory review. If approved, the transaction is expected to close in the second half...

Thursday 11 June 2026

CanSemi IPO exposes strains in China's mature-node chip push

CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...

Thursday 11 June 2026

Unitree, Nvidia expose humanoid robotics' biggest question: who controls the body, brain and ecosystem?

Unitree Robotics' Nvidia-backed H2 Plus has sparked debate in China over who controls the robot body, AI brain and autonomy in a global ecosystem.

Thursday 11 June 2026

China's EV boom slows at home, but BYD sees further room to grow

China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from...

Thursday 11 June 2026

Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot

Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of...

Thursday 11 June 2026

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Thursday 11 June 2026

China's embodied AI boom tests whether robots can repeat the EV miracle

China's embodied AI sector is entering a financing cycle that increasingly resembles the early days of electric vehicles. Investors, local governments, and technology groups are backing...

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