Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 28 July 2026

EYEQ Lab completes 200mm SiC line validation with yield above 90%

South Korean power semiconductor maker EYEQ Lab has completed mass-production validation of its dedicated 8-inch, or 200mm, silicon carbide...

Tuesday 28 July 2026

Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.

Tuesday 28 July 2026

Energy storage unicorn expands in Baotou as China's industry chain accelerates integration

Inner Mongolia HyperStrong Technology is a major production subsidiary established by Beijing HyperStrong Technology in Baotou, Inner Mongolia. Its development offers a useful case...

Tuesday 28 July 2026

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...

Tuesday 28 July 2026

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...

Monday 27 July 2026

CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026

Nvidia's Vera CPU targets go beyond Intel and AMD

After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally...

Monday 27 July 2026

H2U lists on Taiwan Innovation Board to tap digital health opportunities

Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52)...

Monday 27 July 2026

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled...

Monday 27 July 2026

Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...

Monday 27 July 2026

Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls

Nvidia CEO Jensen Huang has backed open-weight artificial intelligence (AI) models in his first post on X, adding weight to a widening industry dispute over whether advanced AI should...

Monday 27 July 2026

India's HCLTech plans US$4.4B AI data center

HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...

Monday 27 July 2026

DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny

Chinese artificial intelligence pioneer DeepSeek has verbally informed prospective investors that it is suspending its second fundraising round, according to people familiar with the...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

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