Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 3 August 2026

Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Monday 3 August 2026

Drone delivery goes mainstream as Shenzhen becomes a robot hub

Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a...

Monday 3 August 2026

German carmakers turn defensive in China as sales and margins fall

Germany's three biggest automakers have taken a cautious stance on China after reporting second-quarter 2026 results, as the market that once generated outsized profits becomes harder...

Monday 3 August 2026

Taiwan auto market braces for second-half sales push as new models arrive

Taiwan's auto market is entering its traditional second-half sales season with a wave of new models, but expectations for 2026 remain divided. Mainstream automakers are betting that...

Monday 3 August 2026

Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap

Samsung Electronics' gallium nitride (GaN) foundry effort has reportedly suffered another setback, with high-temperature reliability failures potentially pushing mass production into...

Monday 3 August 2026

FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC)...

Monday 3 August 2026

ROEC eyes AI optical communications without competing

Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

Monday 3 August 2026

Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive

Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...

Monday 3 August 2026

Elevated Materials names Jay Wang as chief revenue officer

Elevated Materials has appointed Jay Wang as chief revenue officer as the battery materials company seeks to speed commercialization and widen its global reach. The move could matter...

Monday 3 August 2026

Beijing's AI 'golden circle' draws Moonshot, Z.ai, US$14B in funding

Beijing is emerging as one of China's most prominent artificial intelligence clusters as competition in large language models intensifies. Moonshot AI's recently released open-source...

Sunday 2 August 2026

MiniMax H3 pairs 2K video with native stereo audio in China's multimodal AI race

Chinese AI start-up MiniMax launched MiniMax H3 on July 31, expanding its position in multimodal generative AI as competition among China's model developers spreads beyond large language...

Sunday 2 August 2026

Roborock's overseas push lifts Chinese brands in robot vacuum market

Shanghai-based Roborock has emerged as a global leader in robot vacuums, underscoring how Chinese brands are reshaping the smart cleaning market for consumers worldwide. The company's...

Sunday 2 August 2026

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...

Sunday 2 August 2026

Xiaomi adds SkyNomad N90 and N70 with 370,000 deliveries still needed for 2026 target

Xiaomi has entered China's range-extended electric vehicle market with two large intelligent SUVs, expanding beyond battery-only models...

Sunday 2 August 2026

Pittsburgh, Switzerland experts challenge Taiwan to move beyond robotics hardware

As AI shifts toward agentic and physical applications, industry observers say competition will no longer hinge on hardware manufacturing alone, but on the ability to integrate hardware...

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