Analysis: China pairs Nexperia sanctions with exemptions, unveiling new supply chain playbook

China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government’s takeover of the chipmaker triggered factory shutdowns in China, Beijing countered with both sanctions and relief measures, proving it can retaliate while also managing the global supply chain.

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Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

Formosa Plastics Group (FPG) president Chia-chau Wu said China’s rapid buildout of large-scale petrochemical plants has caused a lasting supply-demand imbalance that may take years to correct, with recovery expected by 2027. He added that electronic materials are now a key growth driver for the group and are projected to perform even better in 2026.

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Google reportedly doubles down on Anthropic as AI startup nears US$350B valuation

Google is reportedly in early talks to expand its investment and deepen collaboration with AI startup Anthropic, which could see its valuation surpass US$60 billion after a new funding round. According to Business Insider, the partnership may involve strategic investments, including additional computing power, convertible debt, or launching a fresh financing round in early 2026.

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