Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 3 July 2026

Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns

China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing...

Friday 3 July 2026

Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap

China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient...

Friday 3 July 2026

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026

Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race

A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered...

Friday 3 July 2026

Volkswagen gives China joint venture control of exports as auto strategy shifts

Volkswagen has handed full export-market control to its China joint venture, marking a major shift in how the German automaker uses its Chinese operations. The move, unveiled at an...

Friday 3 July 2026

Trend Micro and Check Point expand enterprise AI security integrations

Trend Micro and Check Point Software are expanding AI security partnerships as large language model use spreads across corporate systems worldwide. The moves, aimed at enterprise customers...

Friday 3 July 2026

UBTech CEO says robots will take over most physical jobs in 20 years

UBtech Robotics founder and CEO Jian Zhou said at the company's 2026 global launch event that humanoid robots will gradually take over most physical and repetitive work within the...

Friday 3 July 2026

Chinese power chip price hikes lift Taiwanese suppliers

Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and...

Friday 3 July 2026

Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand...

Friday 3 July 2026

Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge

Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China...

Friday 3 July 2026

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Friday 3 July 2026

Musk eyes Mesh Optical deal as AI data centers push beyond copper

Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed...

Friday 3 July 2026

Apple's iPhone slips in China as local brands hold off challenge

Apple's iPhone lost momentum in China in the first five months of 2026, while domestic smartphone brands largely preserved their home-market advantage. The shift came as volatile memory...

Thursday 2 July 2026

Analysis: How long can memory's AI-driven boom last?

The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...

Thursday 2 July 2026

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

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