Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 25 May 2026

From tech glasses to AI gateways: Smart eyewear becomes the entry point for AI agents

Lightweight and affordable smart glasses are gradually becoming popular, with related brands and third-party developers integrating AI agents onto the mobile devices.

Monday 25 May 2026

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...

Monday 25 May 2026

Ample Electronic says AI demand is boosting MLCC-related passive components

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting...

Monday 25 May 2026

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies...

Monday 25 May 2026

DeepSeek makes 75% API discount permanent, intensifying global AI price war

Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original...

Monday 25 May 2026

Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall

The US is shifting from ternary batteries used in electric vehicles (EVs) toward lithium iron phosphate (LFP) batteries for both energy storage and automotive applications. This is...

Monday 25 May 2026

Univacco sees steady 2026 sales growth from Poland plant, North America momentum

Univacco, which held its shareholders' meeting last week, said that 2025 was a challenging year for the global economy and its industry, with exchange-rate swings, geopolitical risks,...

Monday 25 May 2026

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...

Monday 25 May 2026

Huawei targets AI optical networking with InP chip startup investment

Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...

Monday 25 May 2026

Manus eyes US$1 billion buyback after Beijing blocks Meta deal

Chinese artificial intelligence (AI) startup Manus is reportedly evaluating a US$1 billion fundraising round to buy back control of the company from Meta Platforms, in response to...

Monday 25 May 2026

China's EV price war gives way to rising costs

China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.

Monday 25 May 2026

Samsung's China exit shows Korean brands under pressure

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese...

Monday 25 May 2026

India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

Monday 25 May 2026

AI server boom lifts memory interface chip leader, but DDR5 risks linger

Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...

Sunday 24 May 2026

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...

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