CONNECT WITH US
Global supply chain: China market
China market news coverage
IN THE NEWS
Wednesday 27 May 2026
Unitree sprints toward IPO as profits crumble under rising costs
Chinese humanoid robot maker Unitree Robotics is moving quickly toward an initial public offering, but its latest prospectus points to the commercial challenges still facing the se...
Wednesday 27 May 2026
GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition
The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players...
Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
Wednesday 27 May 2026
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
Wednesday 27 May 2026
Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI-...
Wednesday 27 May 2026
Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
Wednesday 27 May 2026
China clears 9 domestic AI chips for state procurement
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology...
Wednesday 27 May 2026
CSP capex surge fuels hot AI server demand and tight supply in 2026
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
Wednesday 27 May 2026
Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...
Wednesday 27 May 2026
Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation
A former Tencent large-model technical chief warned that Chinese artificial intelligence companies lack independent paradigm-level breakthroughs and are trailing US rivals, according...
Wednesday 27 May 2026
Copper crunch hits components cost amid AI demand surge
Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs...
Wednesday 27 May 2026
Broadcom and Taiwan's chipmakers ride ASIC wave
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits)...
Wednesday 27 May 2026
Motorola launches Razr fold in Taiwan as foldable market gains momentum
Motorola launched its Razr foldable in Taiwan on April 26, after first unveiling the device at MWC 2026 in Barcelona in March 2026, and introduced new accessories, including wireless...
Wednesday 27 May 2026
Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...
Wednesday 27 May 2026
China tightens drone, flying-car rules as low-altitude market takes off

China is building a more formal safety and regulatory framework for its low-altitude economy, as drones, electric vertical takeoff and...