Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 April 2026

Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure

The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for...

Wednesday 29 April 2026

Adata reports soaring earnings on strong memory demand

A surge in demand for AI is fueling a powerful upswing in the memory market, propelling Adata to record-breaking results at the start of...

Wednesday 29 April 2026

Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer

Taiwan's drone export momentum continues to surge, with first-quarter 2026 shipments already surpassing the entire 2025 annual total. The market landscape has shifted as well, with...

Wednesday 29 April 2026

American-made Fords are selling out in Taiwan — and prices are going up to match

Ford's Taiwan distributor, Ford Lio Ho, is raising prices on 2026 model-year vehicles built in the US, citing rising shipping costs and surging demand that has outpaced supply.

Wednesday 29 April 2026

CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up

On April 27, CATL and HyperStrong signed a strategic cooperation agreement for sodium-ion batteries, marking what multiple reports described as a major step toward large-scale commercialization...

Tuesday 28 April 2026

China high-end AI accelerator market 2026: Localization trends, competitive landscape, and supply chain constraints

Government policies drive China's chip autonomy; 2026 Chinese cloud AI accelerator shipments to top 2.12 million units, with Huawei taking over 50%.

Tuesday 28 April 2026

Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

Tuesday 28 April 2026

DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round

After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising...

Tuesday 28 April 2026

Empyrean draws retail inflows while profit falls, testing China EDA valuations

China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...

Tuesday 28 April 2026

Wistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations

Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024,...

Tuesday 28 April 2026

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...

Tuesday 28 April 2026

Chinese automakers use supply chain shifts to bypass US trade barriers

Faced with escalating trade barriers from the US, Chinese automakers are adopting a "buffer route" strategy by using Canada and Mexico as transit points to enter the US market, while...

Tuesday 28 April 2026

US and China auto markets face diverging pressures

The world's two largest auto markets, the US and China, now resemble opposite ends of a scale, each confronting a distinct set of structural...

Tuesday 28 April 2026

Analysis: Why Tokyo Electron's China problem goes deeper than a data breach

Amid growing geopolitical tensions over the global semiconductor supply chain, what initially appeared to be an internal personnel matter is evolving into a broader case study of the...

Tuesday 28 April 2026

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

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