Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 27 July 2026

CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026

Nvidia's Vera CPU targets go beyond Intel and AMD

After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally...

Monday 27 July 2026

H2U lists on Taiwan Innovation Board to tap digital health opportunities

Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52)...

Monday 27 July 2026

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled...

Monday 27 July 2026

Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...

Monday 27 July 2026

Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls

Nvidia CEO Jensen Huang has backed open-weight artificial intelligence (AI) models in his first post on X, adding weight to a widening industry dispute over whether advanced AI should...

Monday 27 July 2026

India's HCLTech plans US$4.4B AI data center

HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...

Monday 27 July 2026

DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny

Chinese artificial intelligence pioneer DeepSeek has verbally informed prospective investors that it is suspending its second fundraising round, according to people familiar with the...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

Monday 27 July 2026

GM China restructuring delivers seven straight profitable quarters

General Motors reported seven consecutive profitable quarters in China in its second quarter 2026 results, even as the market remains defined by an intense price war that has pressured...

Monday 27 July 2026

German automakers cuts prices in China as EV rivals pressure luxury sales

Mercedes-Benz, BMW and Audi have been cutting prices in China since early 2026 as inventory rose and the premium market shifted toward new energy vehicles led by Chinese brands. The...

Monday 27 July 2026

SDC and LGD showcase shift to IT OLED at K-Display 2026

South Korea's display giants, Samsung Display (SDC) and LG Display (LGD), are showcasing a shift in their product focus at the K-Display 2026 exhibition from traditional TVs to IT...

Monday 27 July 2026

AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

Monday 27 July 2026

Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...

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