Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 14 August 2026

Compal lifts profit on AI PCs and servers as component costs rise

Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...

Friday 14 August 2026

Chinese analog chipmaker Novosense returns to profit on AI server, auto demand

Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive...

Friday 14 August 2026

AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave

Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies...

Friday 14 August 2026

US report puts China-linked tariff evasion through Asia under the spotlight

A new US government-linked report says American tariff revenue is being drained by tens of billions of dollars a year through illegal...

Friday 14 August 2026

Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense

International tungsten prices have risen 666% year-on-year amid China's export controls, while the US Department of Commerce recently announced restrictions on exports of tungsten...

Friday 14 August 2026

Analysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan...

Friday 14 August 2026

Australia tightens approval rules for Northern Minerals share sales

Australia has tightened scrutiny of Chinese-linked holdings in Northern Minerals, requiring government approval before certain shareholders can sell their stakes and stipulating that...

Friday 14 August 2026

Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028

Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...

Friday 14 August 2026

DeepSeek raises API prices sharply as V4 Pro targets agentic AI market

Chinese AI startup DeepSeek has officially launched its V4 Pro model with significantly enhanced agent capabilities, while sharply increasing API prices as it seeks to expand beyond...

Friday 14 August 2026

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...

Friday 14 August 2026

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward...

Friday 14 August 2026

China PCB makers pour billions into AI server, HPC, optical markets

Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following...

Friday 14 August 2026

Chinese automakers gain share in Europe as legacy carmakers partner to cut costs

Chinese automakers are reshaping Europe's car market, and the pressure is forcing global rivals into uneasy partnerships that could trim costs while raising strategic risks. For drivers,...

Friday 14 August 2026

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...

Friday 14 August 2026

SMIC's pricing power arrives as AI pushes mature-node work into China

China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...

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