Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 20 May 2026

Microsoft advances India data center timeline within expanded regional investment framework

Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...

Wednesday 20 May 2026

Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand

Wi-Fi 7 upgrades and cost pressures coexist as Taiwanese Wi-Fi router shipments rose 1.1% sequentially in the first quarter of 2026.

Wednesday 20 May 2026

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...

Wednesday 20 May 2026

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...

Wednesday 20 May 2026

Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up

Taiwan-based aerospace engine fastener maker National Aerospace Fasteners Corporation (NAFCO) said order visibility has extended to as long as eight to nine years as Boeing accelerates...

Wednesday 20 May 2026

Taipei fires back as Trump repeats chip theft claim

Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...

Wednesday 20 May 2026

Taiwan suppliers look past Tesla as China's robot makers scale up

Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

Wednesday 20 May 2026

AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships

Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside...

Wednesday 20 May 2026

Google I/O 2026: Stitch shakes up AI design and dev workflows

Google's announcement of its Stitch AI design platform triggered immediate market reactions, raising substantial questions about the future of design professions, competitive dynamics...

Wednesday 20 May 2026

Google I/O 2026: Consumer hardware competition and smart glasses market entry

Google's announcement of Android XR smart glasses marks its direct entry into a fast-growing wearable AI market, signaling confidence in rapid consumer adoption and the category's...

Wednesday 20 May 2026

Google I/O 2026: AI market competition and enterprise pricing strategy

Google's Gemini 3.5 model announcements mark a strategic shift toward enterprise cost competitiveness, directly challenging OpenAI and Anthropic's positioning in the frontier AI se...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Wednesday 20 May 2026

Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO

Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its...

Wednesday 20 May 2026

China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

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