Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 6 July 2026

Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools

Alibaba has instructed employees to stop using Anthropic's Claude Code for work and remove Claude models from company computers, according to respective sources cited by Yicai,...

Monday 6 July 2026

Apple's foldable phone could lift foldable market momentum

Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...

Monday 6 July 2026

Foldable phone market braces for second-half launch wave

The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...

Monday 6 July 2026

Taiwan scooter sales rise in June as SYM holds lead and Gogoro surges

Taiwan's scooter market picked up pace in June, a trend that may matter for global suppliers, EV watchers, and consumer brands watching two-wheeler demand in Asia. Sales rose across...

Monday 6 July 2026

China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize...

Monday 6 July 2026

Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...

Monday 6 July 2026

India roundup: India accelerates semiconductor ambitions through policy and global partnerships

India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts...

Monday 6 July 2026

Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in...

Sunday 5 July 2026

AI PCs, AR glasses, and robots reshape display tech

The rapid expansion of AI applications is redefining what device makers need from display technology.

Saturday 4 July 2026

Tesla tops Taiwan imports in June 2026, cuts Supercharger rates

Tesla led Taiwan's imported-car market in June 2026, posting 4,369 new registrations and surpassing its highest-ever quarterly delivery pace, as the company said its local owner base...

Saturday 4 July 2026

China's CR Micro raises power chip prices as Chinese suppliers push fresh hikes

China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and...

Saturday 4 July 2026

SoftBank targets AI cloud market with 10GW US rental plan

SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing...

Saturday 4 July 2026

Anthropic tightens controls as Chinese firms route around Claude restrictions

Anthropic is stepping up efforts to block unauthorized access to Claude after reports that Chinese companies, including Ant Group and ByteDance, have used overseas entities, cloud...

Friday 3 July 2026

Infineon China pushes back after GaN products removed at Shanghai electronics show

Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal...

Friday 3 July 2026

Ubtech's U1 companion robots test whether China is ready for AI intimacy

Ubtech has launched the U1 series, its first mass-produced full-size bionic humanoid robot line, under the U World sub-brand, testing China's...

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