Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 25 August 2026

AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way

Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...

Tuesday 25 August 2026

Intel pitches Diamond Rapids at Hot Chips as server CPU competition heats up

Intel pitched its next-generation Diamond Rapids Xeon at Hot Chips 2026 as the company bets that agentic AI will increase the role of general-purpose processors in AI infrastructure,...

Tuesday 25 August 2026

Energy law amendments lift AIDC storage demand in Taiwan

AI data centers (AIDCs) will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery...

Tuesday 25 August 2026

Kaynes Technology and BOSGAME sign MoU to expand India market presence

Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands...

Tuesday 25 August 2026

OmniVision's CIS business slips, but machine vision and robotics surge 71%

OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine...

Tuesday 25 August 2026

China opens satellite IoT to private players as Geespace wins two-year commercial trial

China's Ministry of Industry and Information Technology (MIIT) has approved Geely-backed Zhejiang Geespace Technology to conduct a two-year...

Tuesday 25 August 2026

Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing...

Tuesday 25 August 2026

Samsung SDI cashes out Samsung Display stake to fund battery expansion

Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part...

Tuesday 25 August 2026

OpenAI narrows gap as Anthropic's Fable 5 loses enterprise momentum

OpenAI has been gaining ground on Anthropic in enterprise AI spending, while Anthropic's flagship Claude Fable 5 has delivered less market traction than expected. The shift comes as...

Tuesday 25 August 2026

Novosense encoder launch highlights China's push into robot joint sensing

Chinese analog and mixed-signal chipmaker Novosense Microelectronics has introduced the NSM350x series, a Hall-based magnetic encoder designed for high-precision angular measurement...

Tuesday 25 August 2026

Toyota and Honda's US manufacturing push could reshape market share, not just tariffs

Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...

Tuesday 25 August 2026

Tactical drone market reshapes as startups and incumbents compete

The tactical drone market is entering a turning point in which legacy platform suppliers and software-driven startups are competing head-on while also seeking new roles through collaboration...

Tuesday 25 August 2026

China launches record auto recall over electronic door safety

China has launched its largest-ever auto recall, involving about 4.27 million vehicles over risks tied to electronic door emergency unlocking. The action is led by Tesla and a group...

Tuesday 25 August 2026

Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge...

Tuesday 25 August 2026

SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip

The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical...

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