Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Wednesday 10 June 2026

Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls

Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...

Wednesday 10 June 2026

Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle

Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone...

Wednesday 10 June 2026

Grab eyes Taiwan as first move beyond SEA market

Grab is preparing to enter Taiwan, and once its acquisition of foodpanda is approved by regulators, Taiwan will become the company's first market outside Southeast Asia. Grab's Operating...

Wednesday 10 June 2026

Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring...

Wednesday 10 June 2026

India reportedly delays Starlink launch amid Iran war security concerns

India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global...

Wednesday 10 June 2026

Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips

YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...

Wednesday 10 June 2026

HVLP4 copper foil battle heats up as Nvidia courts Co-Tech

Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...

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