Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 19 May 2026

McKinsey warns of pilot purgatory as robotics market eyes $400 billion by 2040

Sarthak Vaish, associate partner at McKinsey & Company, delivered a pointed reality check at the 5th Mobis Mobility Day in Sunnyvale: the hardware for humanoid robots is ready,...

Tuesday 19 May 2026

DB HiTek's power-chip push hits delay as stakes rise

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology...

Tuesday 19 May 2026

Foundry, test costs push PMIC price hikes toward 12-inch wafers

Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...

Tuesday 19 May 2026

MediaTek probe jolts Taiwan lawmakers as market shifts

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest...

Tuesday 19 May 2026

XPeng introduces mass-produced Robotaxi built on in-house AI chips

XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving.

Tuesday 19 May 2026

Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

Tuesday 19 May 2026

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...

Tuesday 19 May 2026

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...

Tuesday 19 May 2026

Rising memory costs hit China's OLED suppliers harder than Korean rivals

Rising memory prices are squeezing the smartphone OLED panel market. Chinese suppliers are feeling it more than their Korean rivals, as handset makers scale back production plans.

Tuesday 19 May 2026

Chipmakers rejoice as Googlebook entry heats up AI PC race

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...

Tuesday 19 May 2026

China doubles down on AI-driven manufacturing upgrade

Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial...

Tuesday 19 May 2026

China's AI token boom fuels push for national compute network

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute...

Tuesday 19 May 2026

Baidu says AI is now the majority of its business

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model...

Tuesday 19 May 2026

Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...

Tuesday 19 May 2026

CyCraft expands Japan push with NTT and Future for AI-managed security services

CyCraft announced an expansion of its Japan strategy at its CyCraft Day Japan partner summit, teaming with local cybersecurity providers, including NTT Security and Future Secure Wave,...

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