Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 4 August 2026

Intel China adds day 0 support for MiniMax H3 after DeepSeek

Intel China has completed day-0 adaptation for MiniMax H3, the latest multimodal generative model from Chinese AI startup MiniMax,...

Tuesday 4 August 2026

Alibaba unveils biggest Qwen model as DeepSeek deepens China's AI price war

Alibaba Group unveiled Qwen3.8-Max on August 3, calling it its largest and most capable artificial intelligence (AI) model to date, as DeepSeek's low-cost V4-Flash intensified competition...

Tuesday 4 August 2026

China tightens chip layout design protection to strengthen domestic semiconductor innovation

China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements,...

Tuesday 4 August 2026

AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence...

Tuesday 4 August 2026

CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment

China's leading DRAM maker ChangXin Memory Technologies (CXMT) is considering building a second 12-inch memory chip fabrication plant in...

Tuesday 4 August 2026

MediaTek sees SerDes 448G as copper's final battleground

The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...

Tuesday 4 August 2026

2027 memory capacity reportedly sold out as buyers quietly lock in supply

Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

Tuesday 4 August 2026

Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains

AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...

Tuesday 4 August 2026

CXMT listing fuels concerns over DRAM prices and global memory competition

China's CXMT drew fresh attention after its parent ChangXin Memory Technology (CXMT) went public, with market estimates of the firm's future valuation ranging from US$160 billion to...

Tuesday 4 August 2026

Montage brings CXL 3.2 memory expansion to AI data centres with Samsung, SK Hynix support

Montage Technology has begun pilot production of what it says is the industry's first CXL 3.2 memory expansion controller, targeting...

Tuesday 4 August 2026

Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million),...

Tuesday 4 August 2026

Roborock beats Samsung, LG to win over 70% of South Korea's robot vacuum market

Roborock Technology has grown from its roots in China to become the world's leading robot vacuum brand, securing the top spot in the global market for three years in a row and beating...

Tuesday 4 August 2026

China revamps EV battery reuse rules, cuts whitelist firms by 70%

China's Ministry of Industry and Information Technology (MIIT) has abolished all clauses related to cascade utilization in its rules governing used power batteries dismantled from...

Monday 3 August 2026

Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026

CXMT closes in on LPDDR6 mass production, challenging Samsung, SK Hynix

CXMT is nearing the end of research and development validation for LPDDR6, bringing it closer to mass production of next-generation mobile DRAM and intensifying competition with Samsung...

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