Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 17 July 2026

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

Friday 17 July 2026

Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows

Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured...

Friday 17 July 2026

China's AI chips hit three walls — and bet on 3D memory to break through

China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.

Friday 17 July 2026

US EV market steadies after federal tax credits expire as prices and charging remain hurdles

The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained...

Thursday 16 July 2026

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...

Thursday 16 July 2026

DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China's best-known...

Thursday 16 July 2026

UMT to acquire majority stake in Dynahz Technologies for NT$1.7 billion

Universal Microwave Technology (UMT), a manufacturer of satellite and millimeter-wave (mmWave) communication components, suspended trading on July 15 and held a material information...

Thursday 16 July 2026

Apple Intelligence edges closer to China with Alibaba Qwen integration

Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.

Thursday 16 July 2026

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...

Thursday 16 July 2026

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...

Thursday 16 July 2026

CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry...

Thursday 16 July 2026

Baiwei Storage forecasts sharp first-half profit surge on AI memory demand

Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips...

Thursday 16 July 2026

Commentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy

The 2026 World Artificial Intelligence Conference (WAIC) opens in Shanghai on July 17, with Chinese President Xi Jinping set to attend...

Thursday 16 July 2026

Commentary: Ennoconn-Kontron deal highlights physical AI supply chain reshuffle

AI technologies and applications have matured rapidly in recent years. That has driven trends such as edge AI and physical AI. The...

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