Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 15 July 2026

US licenses widen Nvidia H200 access in China, but shipments remain minimal

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

Wednesday 15 July 2026

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...

Wednesday 15 July 2026

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...

Wednesday 15 July 2026

Rethinking motorcycle IoT as the hype cools

Motorcycle IoT has returned to the spotlight after a leading two-wheeler maker that pioneered connected systems 10 years ago said it will end related services in 2027. The move has...

Wednesday 15 July 2026

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...

Wednesday 15 July 2026

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...

Wednesday 15 July 2026

US space startups race to cash in on Golden Dome's orbital logistics opening

The United States' proposed Golden Dome missile defense system remains highly uncertain, but it is already emerging as a new market...

Wednesday 15 July 2026

China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account...

Wednesday 15 July 2026

China's EV upgrade race leaves automakers selling more, earning less

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are...

Wednesday 15 July 2026

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...

Wednesday 15 July 2026

AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

Wednesday 15 July 2026

CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company...

Wednesday 15 July 2026

Taiwan auto market rebounds as replacement demand lifts second-half outlook

Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...

Wednesday 15 July 2026

Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence...

Wednesday 15 July 2026

China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing...

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