Global supply chain: China market

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Thursday 24 September 2026

Chinese foundry CanSemi seeks US$918M ChiNext listing

Guangzhou-based wafer foundry CanSemi Technology has set its initial public offering (IPO) price at CNY12.01 per share on Shenzhen's ChiNext board. The company aims to raise CNY6.16...

Thursday 24 September 2026

Alibaba Cloud accelerates AI infrastructure buildout with 20GW target, eight-market expansion

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing...

Thursday 24 September 2026

Meta stretches its glasses lineup from US$249 to US$1,299.99 as rivals close in

Meta Platforms used its Connect 2026 conference on September 23 to push its eyewear lineup toward both ends of the market, adding a camera-free audio model aimed at privacy-conscious...

Thursday 24 September 2026

Beijing Eswin heads for HK IPO as RISC-V growth shifts to autos, industrial chips

Beijing Eswin Computing Technology has cleared its Hong Kong Stock Exchange listing hearing, moving closer to becoming the market's first listed RISC-V-focused chip company.

Thursday 24 September 2026

Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to

Thursday 24 September 2026
Huawei founder Zhengfei Ren reappears in Shenzhen — Dongfeng smart vehicle alliance moves into focus
Huawei founder Zhengfei Ren made a public appearance in Shenzhen on September 22 for talks with Dongfeng Motor general manager Changjun...

Thursday 24 September 2026
LG Display scraps Nanjing automotive LCD module sale to Top Run
LG Display has scrapped the planned sale of its automotive LCD module business in Nanjing, China, to Top Run Total Solution after the companies failed to reach a final agreement on...

Thursday 24 September 2026
TSMC locks in 3-6% wafer out price hikes for 2027
TSMC is reportedly planning another wafer foundry price increase, with supply chain sources saying its order visibility now extends...

Thursday 24 September 2026
Taiwan's Yusin pivots China OE brake pad business from BYD to JV automakers
Taiwan-listed Yusin Holding Corp. said on September 23 that its Chinese subsidiary Fuzhou Assured Brake Systems is reducing its reliance on BYD and shifting its China original-equipment...

Thursday 24 September 2026
Xi's US visit stirs alarm over a possible Chinese auto push into America
Chinese President Xi Jinping's visit to the US is heightening anxiety across the global auto industry, where suppliers, dealers, and...

Thursday 24 September 2026
India reportedly probes LG, Samsung over duties on OLED TV display parts
India's Directorate of Revenue Intelligence (DRI) is investigating LG Electronics and Samsung Electronics over whether they underpaid import duties on display parts for OLED televisions,...

Thursday 24 September 2026
Alibaba Zhenwu V900 joins Huawei Ascend 960 in race to fill Nvidia's China AI compute gap
Alibaba has formally unveiled its self-developed Zhenwu V900 AI chip at the 2026 Apsara Conference, with CEO Eddie Wu describing the T-Head Semiconductor-designed processor as "China's...

Thursday 24 September 2026
Intel puts CPU-GPU coordination at center of agentic AI strategy
Intel is positioning closer coordination between CPUs, GPUs and other computing resources as a key requirement for the next phase of AI, as agentic AI shifts workloads from model inference...

Thursday 24 September 2026
Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculus
Ahead of the Trump-Xi summit, the key semiconductor question is no longer simply how much Nvidia hardware Washington will allow China to buy.

Thursday 24 September 2026
GMI AI compute leasing business sells out in US as big users lock in long contracts
GMI Technology, a Taiwan-based electronics component distributor and application solutions provider, said its AI computing rental business...

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