Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Thursday 11 June 2026

PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric...

Wednesday 10 June 2026

TXC eyes 30% optical module share by 2027

AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....

Wednesday 10 June 2026

Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender

Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.

Wednesday 10 June 2026

China's CNY2tn data center plan puts domestic AI chips at the core

Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...

Wednesday 10 June 2026

Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers

Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...

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