Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 21 August 2026

Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM

Cambricon Technologies chairman and president Chen Tian-shi said the company's sixth-generation AI processor and instruction set remain under development, with the next-generation...

Friday 21 August 2026

Huawei, China power giant Huaneng explore AI compute-power coordination

China Huaneng Group said on August 20 that chairman Wen Shugang and president Zhong Guodong recently visited Huawei in Shenzhen, where they met Huawei founder Ren Zhengfei to discuss...

Friday 21 August 2026

SK Chairman warns of 2027 memory shortage, ties expansion to long-term orders

SK Group Chairman Tae-Won Chey said in a recent interview with CNBC that memory demand is surging explosively and that the most severe "memory shortage" will hit in 2027. He also apologized...

Friday 21 August 2026

Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge

The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...

Friday 21 August 2026

Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Marvell filed a Form 8-K with the US Securities and Exchange Commission on August 19, 2026, revealing that it signed a commercial agreement...

Friday 21 August 2026

Xiaomi's Xring O3 nears launch on TSMC N3P, testing its in-house chip strategy

Xiaomi is preparing to take its in-house smartphone silicon further upmarket, with founder and chairman Lei Jun confirming that a new generation of its Xring chip is on the...

Friday 21 August 2026
JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale
JCET Group reported record first-half revenue for 2026, with demand from artificial intelligence infrastructure and high-performance...

Friday 21 August 2026
AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand
At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES, industry experts highlighted that the massive volume of tokens consumed by AI services has become a growing...

Friday 21 August 2026
Iris Optronics upgrades solar-powered ChLCD e-paper series, expands outdoor and indoor displays
Iris Optronics, a manufacturer of cholesteric liquid crystal display (ChLCD) e-paper, announced upgrades to its Infinity solar-powered ChLCD e-paper series, including a mass-producible...

Friday 21 August 2026
Explainer: Why South Korea's semiconductor concentration may fare better than Taiwan's
As South Korea's semiconductor exports continue to power its economic expansion, market concerns are growing regarding the risks of excessive concentration in the tech sector. Recent...

Friday 21 August 2026
Goertek reports higher revenue and profit in 1H26
Chinese electronics manufacturer Goertek reported higher revenue and profit for the first half of 2026, supported by growth in its smart acoustic products and continued investment...

Friday 21 August 2026
Chinese robots pivot to AI models as Unitree, UBTECH shift hardware focus to 'brains'
The battlefield for Chinese humanoid robotics is shifting from motors, joints, and mechanical structures toward AI large models. As embodied...

Friday 21 August 2026
China's new solid-state battery standards could reshape the industry
China has introduced the world's first national standards for automotive solid-state batteries, setting off market speculation that most of the country's more than 320 players may...

Friday 21 August 2026
Alibaba's 45% AI cloud jump masked by 75% capex surge and margin squeeze
Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...

Friday 21 August 2026
Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter
Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing...

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