China

Xinhua | English | News | Nov. 28, 2025 | UndeterminedBizdev-Partnering

China's space agency, the China National Space Administration (CNSA), has unveiled a two-year action plan to support commercial space enterprises and promote their international cooperation efforts. The plan encourages these firms to expand globally and assist developing countries in building satellite-application industries, integrating commercial projects into China's broader international cooperation agenda.

The CNSA will increase commercial access to national facilities, including civilian tracking, telemetry and control (TT&C) stations, data-receiving sites, and large-scale test assets like rocket-engine test stands. Commercial companies will be selected through open competition to participate in key space programs involving advanced propulsion, next-generation satellite platforms, and integrated communications, navigation, and remote-sensing applications.

A national commercial space development fund will be established, and government procurement will be broadened to incorporate commercial capabilities such as launch vehicles, satellites, launch sites, and TT&C infrastructure into national missions. Local governments are encouraged to create technology-innovation centers focused on reusable rockets and smart satellites, along with open platforms for manufacturing and testing.

Additional support includes building commercial launch sites, unifying space standards, and providing space-debris data for collision warnings. The plan encourages commercial firms to pioneer activities in space resource utilization, on-orbit servicing, debris removal, space tourism, and in-space biomanufacturing. The overall objective is to achieve high-quality commercial space development by 2027, with aerospace prioritized as a strategic emerging industry in China's 15th Five-Year Plan (2026-2030).

Xinhua | English | News | Nov. 28, 2025 | Political Scandal or Corruption

A spokesperson from China's State Council Taiwan Affairs Office, Peng Qing’en, criticized Taiwan's Democratic Progressive Party (DPP) for allocating funds toward weapons purchases and courting external support instead of improving livelihoods and economic development. Peng warned that these actions would lead Taiwan toward disaster.

The remarks responded to Taiwan leader Lai Ching-te's plan to propose a special defense budget amounting to 40 billion U.S. dollars. Peng reiterated that China's reunification is inevitable and that attempts to seek independence through U.S. backing or force will fail.

Peng also condemned the perception that the U.S. uses Taiwan merely as an "ATM" or chess piece to contain China, accusing the U.S. of exploiting Taiwan. He accused the DPP of failing to protect Taiwan’s legitimate interests and instead squandering the people’s money to appease the U.S., which will eventually discard Taiwan.

Finally, Peng expressed strong opposition to U.S. senators’ proposals to legalize the "Six Assurances to Taiwan Act," labeling the assurances as illegal, invalid, and contradictory to the one-China principle, the three China-U.S. joint communiques, and international laws.

存储上下游紧急应对“超级周期” 供应链加码国产芯片

Sina Finance | Local Language | News | Nov. 28, 2025 | Supply Chain Issues

Driven by strong AI demand, the storage industry is experiencing a pronounced "super cycle," with prices for DRAM and NAND Flash chips surging significantly in 2025. For example, DRAM 4GB DDR4X prices increased from $7 in January to over $30 by mid-November, while Flash 64G eMMC prices rose from $3.2 to over $8. This price inflation has prompted some manufacturers to delay procurement, disassemble inventory phones for chips, and plan price increases on new devices. The shortages, described as the most severe in 20 years, have led to customers receiving only about 30% of their original orders, causing some international electronics brand leaders to intervene personally to secure supply.

AI server demand is the main driver behind this surge, resulting in supply chain disruptions that have forced companies like NVIDIA to warn of GPU price hikes and suspend certain product lines. AMD has also announced significant price increases across its GPU portfolio. Domestic companies such as Haiguang Information and Rockchip have reported cost pressures and shifts in storage solutions due to rising prices. Module manufacturers have moved from destocking to competing over limited inventory, particularly as international memory suppliers prioritize North American server markets over China, tightening local supply.

Despite the challenges, some domestic firms in China are benefiting from the recovery, and packaging and testing factories have reported growth. The storage price increases are expected to continue through 2026, driving cautious production plans among OEMs. Low- and mid-end phone manufacturers are hardest hit due to slower DDR5 adoption, leading to adjustments in storage configurations to manage costs. Major firms like Lenovo are increasing chip inventories to mitigate supply tightness and avoid passing costs to consumers, though production forecasts for smartphones and laptops in 2026 have been downgraded due to these pressures.

In response, the domestic storage chip supply chain in China is rapidly adapting, with companies forming strategic partnerships to diversify supply sources, particularly with local manufacturers like Yangtze Memory and ChangXin Memory. These domestic producers have improved their technology and capacity, achieving significant market share gains, especially in servers and some phone segments. ChangXin Memory’s shipments are estimated to rise significantly, and they have launched new DDR5 products, demonstrating growing competitiveness. Industry analysts highlight that the longer-term relief from price increases depends on the ramp-up of DDR5 capacity in mainland China, but the trend towards domestic chip adoption is strengthening amid this storage super cycle.