Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 30 September 2026

Jensen Huang, Lisa Su join Tsinghua University advisory board, putting AI chip leaders closer to Beijing

Nvidia founder and CEO Jensen Huang and AMD chair and CEO Lisa Su have joined the advisory board of Tsinghua University's School of Economics and...

Wednesday 30 September 2026

NSIG chair exit brings leadership succession into focus

National Silicon Industry Group (NSIG) chairman Haitao Jiang has resigned from all positions at the company, prompting the Shanghai-listed semiconductor materials supplier to begin...

Wednesday 30 September 2026

China's generative AI user base tops 700 million, driving adoption into manufacturing and humanoid robots

Generative AI adoption in China continues to expand. The China Internet Network Information Center (CNNIC) said in its 2026 Generative AI Application Development Report, released on...

Wednesday 30 September 2026

Commentary: What risks does China's DRAM capacity face amid tightening market?

China's continued expansion of DRAM capacity has raised a key question for the global memory market: will supply and demand flip?

Wednesday 30 September 2026

DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia

DeepSeek is bringing more of the software used to develop its AI models to Huawei Technologies' Ascend 950 processors, deepening cooperation as Chinese technology companies seek to...

Wednesday 30 September 2026

Geely-NIO deal signals consolidation in China's fragmented EV battery-swapping market

A new partnership between Zhejiang Geely Holding Group and NIO in electric vehicle (EV) battery swapping is signaling potential consolidation in China's fragmented market. With multiple...

Wednesday 30 September 2026

US-China trade truce extension draws orders back to China, threatening Taiwanese booking volumes

Following US President Donald Trump's visit to China for a summit with Chinese President Xi Jinping from May 13 to 15, 2026, President Xi accepted an invitation to make a state visit...

Wednesday 30 September 2026

CXMT's US$5.2 billion buildout deepens China's push for domestic DRAM equipment

China's largest dynamic random-access memory (DRAM) maker ChangXin Memory Technologies (CXMT) is accelerating a CNY34.9 billion (US$5.2 billion) expansion aimed at chipmaking equipment,...

Wednesday 30 September 2026

Chinese EV tech is set to challenge US market barriers over time

The Washington summit between Donald Trump and Xi Jinping did not produce the speculated auto deal that would have allowed Chinese automakers to manufacture vehicles in the US. While...

Wednesday 30 September 2026

Trump-Xi meeting, upcoming APEC summit put US-China-Russia diplomacy in focus

With the conclusion of the summit between Chinese President Xi Jinping and US President Donald Trump, held in Washington, DC, from September 23 to 25, attention has turned to how changes...

Wednesday 30 September 2026

Taiwan upgrades Circular Redesign Center as govt pushes top-down circular economy ecosystem

Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister...

Wednesday 30 September 2026

Foundry 2.0 revenue hits record as growth spreads beyond TSMC

Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center...

Wednesday 30 September 2026

CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout

CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.

Wednesday 30 September 2026

Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Wednesday 30 September 2026

Vulcan wins US Army drone magnet contract as China decoupling drives selection

US rare-earth magnet startup Vulcan Elements has reportedly won a supply contract for the US Army's SkyFoundry drone program, underscoring Washington's push to localize drone production...

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