Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 14 January 2026

Meta doubles down on AI smart glasses, shuts VR studios

Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now...

Wednesday 14 January 2026

SK Hynix reportedly trims consumer memory, shifts focus to servers

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

Wednesday 14 January 2026

Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance

As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....

Wednesday 14 January 2026

E-paper industry moves toward color as E Ink Holdings and Netronix report strong growth in 2025

The e-paper market is undergoing a significant transformation, shifting from traditional black-and-white displays to color technology, driven by device replacement cycles and expanding...

Wednesday 14 January 2026

China's new export trio drives 2025 trade growth

China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration...

Wednesday 14 January 2026

China extends anti-dumping tariffs on US and Korean polysilicon

As China–US technological and industrial rivalry intensifies, Beijing is strengthening its trade defence measures. China's Ministry of Commerce announced on the 13th that anti-dumping...

Wednesday 14 January 2026

DeepSeek V4 and the new economics of AI compute

In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering...

Wednesday 14 January 2026

South Korea's tech independence drive under scrutiny over China links

South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process...

Wednesday 14 January 2026

Genomics BioSci & Tech posts record monthly and annual revenues in 2025

Genomics BioSci & Tech (Genomics) reported consolidated revenue of NT$112 million (US$3.54 million) in December 2025, setting a new single-month record with an 86.11% increase...

Wednesday 14 January 2026

Smart glasses fade from CES 2026 spotlight as wearables evolve

Smart glasses, which dominated the Consumer Electronics Show (CES) 2025, saw a notable decline in visibility at CES 2026, suggesting a potential shift in market dynamics or industry...

Wednesday 14 January 2026

U-Best Innovative develops water-based resin for automotive interiors, targets diverse sectors

U-Best Innovative, a subsidiary of Sun Yad Group, announced the development of a water-based resin developed in collaboration with major domestic manufacturers of automotive interior...

Wednesday 14 January 2026

CXMT launches US$4bn bid to break DRAM market control

Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...

Wednesday 14 January 2026

Tsinghua's AI quartet and China's 20% bet on AI race

As the global generative AI race enters a more competitive phase, the direction of China's large-model development is no longer shaped by a single company. Instead, it is increasingly...

Wednesday 14 January 2026

US drone policy swings highlight security and geopolitical tensions

Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission,...

Wednesday 14 January 2026

US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers

The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption...

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