Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 26 May 2026

Inside China's humanoid robot boom: Price war, fractured supply chains

China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across...

Tuesday 26 May 2026

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Tuesday 26 May 2026

Japan's carmakers stopped fighting Chinese EVs — and started copying them

As China's auto market races deeper into the electric-vehicle era, Japanese automakers that once dominated the country through powerful joint ventures are beginning to show signs of...

Monday 25 May 2026

BYD and Chery lead China's advance into Europe's EV market

Chinese automakers are rapidly gaining ground in Europe's electric-vehicle market, underscoring a transformation from low-cost challengers into formidable global competitors.

Monday 25 May 2026

Physical AI boosts edge demand, lifting IPC order visibility

According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...

Monday 25 May 2026

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect,...

Monday 25 May 2026

CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world's largest maker of electric-vehicle...

Monday 25 May 2026

GoPro takeover talks highlight China's growing clout in cameras

GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products...

Monday 25 May 2026

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...

Monday 25 May 2026

Foxtron advances full-stack EV vision at 2026 shareholder meeting

Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman Andy Lee presided over the proceedings, which included the approval of the company's...

Monday 25 May 2026

China launches OpenHarmony robot OS for humanoids and AI robotics

China has unveiled what developers describe as the country's first robot operating system built on OpenHarmony, underscoring Beijing's broader push to establish a domestic software...

Monday 25 May 2026

Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map

Geopolitics and price are reshaping who builds the world's AI infrastructure. Across emerging markets in Southeast Asia, Africa, and Latin America, governments and enterprises are...

Monday 25 May 2026

From tech glasses to AI gateways: Smart eyewear becomes the entry point for AI agents

Lightweight and affordable smart glasses are gradually becoming popular, with related brands and third-party developers integrating AI agents onto the mobile devices.

Monday 25 May 2026

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...

Monday 25 May 2026

Ample Electronic says AI demand is boosting MLCC-related passive components

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting...

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