Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 17 September 2026

Huawei sees AI agents driving 90% of token traffic by 2035

Huawei expects autonomous AI agents to become the dominant source of AI traffic over the next decade, creating a sharp increase in demand...

Thursday 17 September 2026

ByteDance's Anew Labs reportedly raises US$290M as AI drug discovery gains momentum

ByteDance has completed a US$290 million funding round for Anew Labs, its AI drug-discovery business spun off from the Chinese technology...

Thursday 17 September 2026

Exclusive: China's CAS institute charts DUV route to 3nm GAA without EUV

China's advanced semiconductor research has reached another milestone. The Institute of Microelectronics of the Chinese Academy of Sciences has established a gate-all-around (GAA)...

Thursday 17 September 2026

China's FAW may become GAC's second-largest shareholder, possibly restructuring the Toyota China model

Consolidation chatter within China's automotive industry has reignited following an announcement by Guangzhou Automobile Group (GAC...

Thursday 17 September 2026

Onsemi puts power density at the center of its next-decade strategy

Onsemi is seeking to capture more value from AI, electrification, and automation by expanding from individual semiconductors into integrated...

Thursday 17 September 2026

Meta's next smart glasses reportedly drop the camera as privacy concerns mount

Meta Platforms is preparing a new pair of smart glasses without a camera, a move that could address a key social barrier facing wearable...

Thursday 17 September 2026

Column: China tightens rare earth controls, exposing hidden vulnerabilities in Taiwan's supply chain

China's rare earth export controls are changing the rules governing global critical mineral supply chains. For Taiwan, the real concern is not that China could suddenly halt all exports...

Thursday 17 September 2026

Arcadyan expects third-quarter strength as Wi-Fi 7 upgrade cycle builds

Arcadyan Technology expects stronger revenue in the third quarter of 2026 as the network communications market enters its seasonal peak,...

Thursday 17 September 2026

BizLink's expansion strategy signals a wider shift toward localized, risk-aware global supply chains

BizLink chairman Roger Liang said customer demand, market access, supply chain resilience, and local service needs have driven the company's...

Thursday 17 September 2026

DIGITIMES Insight: SiC substrate capacity expansion continued; 6-inch substrate prices expected to rebound in 2027

DIGITIMES has observed that demand for silicon carbide (SiC) power devices has climbed rapidly in recent years as the EV market expands, triggering a massive wave of capacity expansion...

Thursday 17 September 2026

Huawei's 3D data center redesign targets the next AI compute density wall

Huawei has unveiled what it calls the world's first 3D data center, introducing a vertically stacked four-layer architecture designed for increasingly dense AI computing clusters and...

Thursday 17 September 2026

Huawei aims to become 'China's Nvidia,' rules out building satellites or spacecraft

Huawei's internal Heart Voice Community recently published minutes from a discussion between Guo Ping, chairman of Huawei's supervisory...

Wednesday 16 September 2026

Analysis: Jensen Huang is in Trump's ear; what it means for Taiwan's chip supply chain

"The narrative is much more practical," Nvidia CEO Jensen Huang said of China's approach to artificial intelligence (AI) at the All-In Summit 2026, contrasting it with US warnings...

Wednesday 16 September 2026

Nvidia's Jensen Huang expected to attend Trump-Xi Summit as tech and trade take center stage

US President Donald Trump and Chinese President Xi Jinping are scheduled to meet on September 24 in Washington for a state dinner now dubbed the "G2 Summit". The meeting follows a...

Wednesday 16 September 2026

EV batteries cannot simply power humanoid robots, with energy density and costs posing key hurdles

Power battery technology has reached maturity in the new energy vehicle (NEV) market, but transferring it to humanoid robots presents two major barriers: the need for significant technological...

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