Global supply chain: China market

China market news coverage

IN THE NEWS

Friday 24 July 2026

DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap

DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.

Friday 24 July 2026

German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability...

Friday 24 July 2026

AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026

Taiwan EV subsidies lag as buyers weigh gasoline, hybrid, and electric cars

Taiwan's electric vehicle market is moving more slowly than expected as long-stagnant subsidies leave buyers with a difficult choice between internal combustion engine, hybrid electric,...

Friday 24 July 2026

PG Union bets on new models as Taiwan auto market weakens

PG Union is counting on new vehicle launches to navigate a weakening Taiwan auto market in the second half of 2026, after demand in the first seven months fell short of industry ex...

Thursday 23 July 2026

D-Link robot line starts in 3Q26; care model due in 2027

Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...

Thursday 23 July 2026

Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...

Thursday 23 July 2026

Moonshot AI model challenges EDA moat with 2-day chip design

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign

China is framing Washington's allegations against Moonshot AI as more than an intellectual property dispute. Chinese officials, state-backed media and policy commentators see the scrutiny...

Thursday 23 July 2026

Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly...

Thursday 23 July 2026

Apple's first foldable iPhone faces production hurdles

Apple's long-rumored foldable iPhone is drawing fresh attention as supply-chain updates point to a possible debut at the company's...

Thursday 23 July 2026

LFP battery failures in 210,000 Chinese EVs throw wrench into automakers' plans to reduce reliance on CATL

A quality scandal is spreading around lithium iron phosphate (LFP) batteries made by China Aviation Lithium Battery (CALB). Ride-hailing...

Thursday 23 July 2026

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...

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