Global supply chain: China market

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Wednesday 15 April 2026

Stanford AI report: US-China AI gap narrows as China accelerates industrialization

The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report...

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion,...

Wednesday 15 April 2026

Japan forges physical AI alliance to challenge US and China

Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles,...

Wednesday 15 April 2026

China seeks energy self-sufficiency as geopolitical risks rise

China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels...

Wednesday 15 April 2026

Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres

China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...

Wednesday 15 April 2026

China chip tool imports shift to Southeast Asia as US tightens export controls

China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US,...

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...

Wednesday 15 April 2026

Samsung QD-OLED tops 5 million units; LG turns to rival supply

Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.

Wednesday 15 April 2026

India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery...

Wednesday 15 April 2026

China's carmakers push ahead in solid-state battery race

Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar...

Wednesday 15 April 2026

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...

Wednesday 15 April 2026

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...

Wednesday 15 April 2026

Morrison targets AI phone sensor upgrades, expands into 3 emerging markets

Morrison expects AI smartphone penetration to exceed 60% within five years, driving continuous upgrades in optical sensor specifications. Despite short-term headwinds from memory supply-demand...

Tuesday 14 April 2026

Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

Tuesday 14 April 2026

China's 2nm AI GPU hits prototype, production unclear

Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...

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