Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 April 2026

Seagate tops estimates, raises outlook on cloud, AI demand

Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...

Wednesday 29 April 2026

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...

Wednesday 29 April 2026

BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026

US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

Wednesday 29 April 2026

China's GPU IPO wave meets its hardest test: cluster stability

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...

Wednesday 29 April 2026

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...

Wednesday 29 April 2026

AI server demand locks up memory supply through 2027, prices seen holding firm

Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...

Wednesday 29 April 2026

Taiwan logs record chip exports, AI demand outpaces geopolitical risk

As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...

Wednesday 29 April 2026

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI startup Manus, the social media giant is reportedly preparing to unwind the deal and...

Wednesday 29 April 2026

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly growing sports technology market — valued at more than US$10 billion —...

Wednesday 29 April 2026

Taiwan makes its quantum move, rallying 18 companies

Quantum computing has long been regarded as one of the defining technology races of the coming decade — and Taiwan, a global powerhouse in semiconductor manufacturing, is now...

Wednesday 29 April 2026

Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market

Kemflo announced it is positioning its BIM design and recycling technologies to capture growing demand for industrial water treatment from the semiconductor and electronics sectors,...

Wednesday 29 April 2026

Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling

Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand, with the first phase involving an investment of NT$300 million (US$9.52 million) for...

Wednesday 29 April 2026

Samsung exits China's TV and appliance market to double down on US growth

Samsung Electronics is reportedly preparing a significant strategic pivot: a withdrawal from China's home appliance and television sales market by the end of 2026. According to Nikkei...

Wednesday 29 April 2026

Toyota leans on hybrids and affordable sedans to hit record global sales

Toyota Motor reported record global vehicle deliveries of 11.28 million units for the fiscal year ending March 31, as executives said the automaker capitalized on strong demand for...

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