Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 4 September 2026

Moonshot AI reportedly files for Hong Kong IPO, targets US$3B

Chinese AI startup Moonshot AI has reportedly filed confidentially for an initial public offering in Hong Kong, potentially setting up one of the city's most closely watched technology...

Friday 4 September 2026

AI boom reshapes DRAM market as Samsung regains lead and CXMT gains ground

The global DRAM market continued its explosive expansion in the second quarter of 2026, as AI infrastructure spending drove demand for...

Friday 4 September 2026

India's refurbished smartphone market gains as prices push buyers toward premium used devices

India's refurbished smartphone market is expanding as rising handset prices steer consumers toward lower-cost premium models. The trend extends well beyond India, showing how rising...

Friday 4 September 2026

Acer bets on RTX, GoogleBook as on-site AI demand grows

Acer chairman and chief executive Jason Chen said artificial intelligence deployment is already underway, with enterprise customers showing a clear preference for running AI on-site...

Friday 4 September 2026

Kioxia pitches flash as a DRAM substitute as Micron, YMTC close in

Kioxia's plan to push NAND flash into work that DRAM currently does is less a product launch than an answer to a structural problem. Alone among the leading memory makers, it does...

Friday 4 September 2026

Adobe names Anil Chakravarthy as next chief executive

Adobe's leadership change signals a broader shift in how major software companies are positioning themselves for an AI-driven market. The move may affect customers, partners, and investors...

Friday 4 September 2026

Nvidia's Hugging Face terms pay out its chip rivals and reserve US$1 billion to keep the staff

The mechanics of Nvidia's US$12.93 billion purchase of Hugging Face say as much about the deal's purpose as the strategic case does: a tenth of the consideration is set aside to stop...

Friday 4 September 2026

India PC shipments rise as channel buying lifts second quarter sales

India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend...

Friday 4 September 2026

China's GPU makers found scale as profit came from elsewhere

China's domestic GPU industry crossed a commercial threshold in the first half of 2026, but the interim filings of its six listed players show that revenue growth and earnings power...

Friday 4 September 2026

China speed hits brakes as regulators tighten safety rules

The global auto industry is being jolted by "China speed," as Chinese regulators move to slow an extreme race to launch vehicles that has crossed quality and safety red lines. The...

Friday 4 September 2026

ENE Technology eyes 4Q26 drone scale-up with satellite link

Microcontroller maker ENE Technology is pushing into the drone market by integrating resources from other group companies and selling complete drone systems. The company expects volume...

Thursday 3 September 2026

Infineon sees AI data centers, physical AI as growth drivers

Infineon said the rapid buildout of AI data centers and emerging Physical AI applications could reshape semiconductor demand worldwide. The shift signals higher infrastructure spending,...

Thursday 3 September 2026

Exclusive: China 6-inch SiC substrate supply tightens, prices set to rise

China's 6-inch silicon carbide (SiC) substrate market is undergoing a structural supply-demand reversal. Driven by strengthening downstream demand and limited production restarts,...

Thursday 3 September 2026

China chip tool makers expand beyond import substitution at CSEAC 2026

China's semiconductor equipment industry is moving beyond replacing imported tools at mature nodes, with CSEAC 2026 highlighting deeper...

Thursday 3 September 2026

CXMT expands global hiring to Japan for DDR5, LPDDR technology upgrade

Chinese DRAM maker CXMT has launched its 2027 global recruitment campaign, opening roles across circuit design, R&D, mass-production...

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