Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 27 July 2026

eSSD contracts surge as AI data centers shift spending from memory to storage

Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...

Monday 27 July 2026

AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward...

Sunday 26 July 2026

AUO's Micro LED push signals a broader shift from displays to smart interfaces

AUO says its Micro LED technology is moving beyond screens and into a broader smart interface platform, even as one high-profile automotive project was shelved. The company argues...

Sunday 26 July 2026

Toshiba cuts Kioxia stake as memory maker's valuation swings

Toshiba reduced its holding in Kioxia Holdings to 15.1% as of July 15, according to filings reported by Nikkei and Reuters. The change report, submitted to Japan's...

Saturday 25 July 2026

89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026

Trumpf's stabilizing sales point to a broader recovery in industrial demand

Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...

Saturday 25 July 2026

US connected-car crackdown widens from Chinese tech to ownership ties

US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed...

Saturday 25 July 2026

NAND price rally enters plateau as supply stays tight despite weaker spot demand

The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...

Saturday 25 July 2026

China folds data centers into 15th Five-Year renewable energy plan

China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...

Saturday 25 July 2026

Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings

Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...

Friday 24 July 2026

Product mix optimization boosts Sinbon 2Q26 net profit up 19%

Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23,...

Friday 24 July 2026

Jensen Huang, Silicon Valley pushback against ban on Chinese open source AI models

Nvidia CEO Jensen Huang has taken an increasingly forceful position against possible sanctions from the Trump administration, arguing...

Friday 24 July 2026

AMD says AI shift to inference and agents will reshape data centers

AMD said the artificial intelligence boom is entering a new phase that will force a major redesign of data centers, as demand shifts from model training toward inference, AI agents,...

Friday 24 July 2026

Taiwan, Czech chamber ink MOU to fuel Eastern Europe drone hub

Taiwan's Commerce Development Research Institute (CDRI) signed a memorandum of understanding (MOU) with the Taiwan Chamber of Commerce...

Friday 24 July 2026

US moves to curb Chinese humanoid robots, opening a new front in the AI rivalry

Washington is opening a new front in its technology contest with China, moving beyond chips and artificial intelligence models to target...

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