Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 13 August 2026

AI inference surge lifts NAND market to record revenue: Counterpoint

The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...

Thursday 13 August 2026

PC 2H26 pull-forward correction hits peripheral chip makers

As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...

Thursday 13 August 2026

Ledlink swings to profit in 2Q26

Ledlink Optics Inc. posted consolidated revenue of NT$353 million (US$10.97 million) in the second quarter of 2026, up 16% quarter-over-quarter...

Thursday 13 August 2026

409.6T switches could push industry toward CPO, Arista says

Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics...

Thursday 13 August 2026

Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Samsung Electronics is set to increase its TV LCD panel purchases in 2026, even as global shipments of TV LCDs are forecast to decline...

Thursday 13 August 2026

Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment

US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...

Thursday 13 August 2026

Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips

Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan...

Thursday 13 August 2026

Yangtze Memory-backed capital expands into FD-SOI specialty process investment

Changcun Capital, the investment arm backed by Yangtze Memory Technologies Co., has completed a strategic investment in RuiLiPingxin...

Thursday 13 August 2026

Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

Thursday 13 August 2026

South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund

As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...

Thursday 13 August 2026

Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips

Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward...

Thursday 13 August 2026

AgiBot overtakes Unitree as China expands its lead in humanoid robots

Global humanoid robot shipments nearly quadrupled in the first half of 2026, with Chinese suppliers accounting for more than 97% of the market and AgiBot moving ahead of Unitree Robotics,...

Thursday 13 August 2026

Apogee turns profitable in 2Q26 on AI data center demand

Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86...

Wednesday 12 August 2026

Electronic paper sheds niche label as ESL demand surges

Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its...

Wednesday 12 August 2026

Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators...

1/1615 pages