China

On Tuesday, June 23, 2026 (Taipei time), China's newest and most advanced aircraft carrier, the Fujian, sailed through the Taiwan Strait, Taiwan's Ministry of National Defense confirmed [1]. The transit came on the second day of Taiwan's "Immediate Combat Readiness Exercise" -- a five-day drill running June 22-26, 2026…

This brief traces a contradiction now at the center of the global semiconductor equipment story. Two simultaneous developments are running in opposite directions, and on the surface they cancel each other out. On one side, Japan's headline export statistics for April and May 2026 are surging by double digits into China…

On June 22, 2026, China's Ministry of Commerce (MOFCOM) and the Ministry of Finance jointly announced retaliatory export- and procurement-control measures against United States defense, drone, and rare-earth firms, two weeks after the Pentagon published its largest expansion of the Section 1260H list of "Chinese milita…

The 2026 "618" mid-year shopping festival - the second-largest single retail event on the Chinese calendar after Lunar New Year/Singles' Day - concluded on June 18 with results that reinforce an emerging consensus among Chinese policymakers, multilateral data agencies, and platform operators: rather than reflecting a s…

On June 17-18, 2026, at the 2026 Lujiazui Forum in Shanghai, People's Bank of China (PBOC) Governor Pan Gongsheng announced the establishment of the RMB Repo Facility for Foreign and International Monetary Authorities (FIMA RMB Repo), a new open-market instrument through which overseas central banks, monetary authoriti…