Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 10 July 2026

China's StepFun, ZTE's Nubia vie for 'world's first AI agent smartphone' at WAIC

Two Chinese technology players will use the 2026 World Artificial Intelligence Conference (WAIC), running July 17-20 in Shanghai, to present what each bills as the world's first AI...

Friday 10 July 2026

Xiaomi Auto launches new sub-brand for long-range SUVs

Xiaomi Auto has unveiled a new brand aimed at long-range SUVs, a move that could broaden its appeal beyond China and intensify competition...

Friday 10 July 2026

Thunder Tiger sees Taiwan's edge in drone supply chains

Drones should be seen as "flying computers," and Taiwan has an edge in the drone market with its supply chain advantages, according to Thunder Tiger chairman William Chen. Moreover,...

Friday 10 July 2026

Z.ai widens lead over MiniMax: China's AI model race shifts from scale to staying power

China's AI model race is moving beyond parameter size, benchmark rankings and user buzz. Investors are now asking which companies can turn...

Friday 10 July 2026

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...

Thursday 9 July 2026

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...

Thursday 9 July 2026

Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including...

Thursday 9 July 2026

CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade...

Thursday 9 July 2026

Tesla skips the AIDV talk—it already owns SDVs

AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company...

Thursday 9 July 2026

CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

Thursday 9 July 2026

Power-Win sees stronger momentum as battery recycling market expands

Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...

Thursday 9 July 2026

Rebellions' IPO plan tests market appetite for inference chips

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...

Thursday 9 July 2026

GlobalWafers says wafer demand is improving as chip cycle heals

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...

Thursday 9 July 2026

Planet Technology reports June revenue growth as it expands cybersecurity lineup

Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...

Thursday 9 July 2026

Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

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