Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 23 July 2026

D-Link robot line starts in 3Q26; care model due in 2027

Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...

Thursday 23 July 2026

Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...

Thursday 23 July 2026

Moonshot AI model challenges EDA moat with 2-day chip design

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign

China is framing Washington's allegations against Moonshot AI as more than an intellectual property dispute. Chinese officials, state-backed media and policy commentators see the scrutiny...

Thursday 23 July 2026

Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly...

Thursday 23 July 2026

Apple's first foldable iPhone faces production hurdles

Apple's long-rumored foldable iPhone is drawing fresh attention as supply-chain updates point to a possible debut at the company's...

Thursday 23 July 2026

LFP battery failures in 210,000 Chinese EVs throw wrench into automakers' plans to reduce reliance on CATL

A quality scandal is spreading around lithium iron phosphate (LFP) batteries made by China Aviation Lithium Battery (CALB). Ride-hailing...

Thursday 23 July 2026

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...

Thursday 23 July 2026

WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026

Fitch sees AI investment momentum holding, with no signs of supply downturn

Fitch Ratings has adjusted its Taiwan GDP growth forecasts for 2026 and 2027 to 9.4% and 4.8% respectively, up from its earlier estimates...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

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