Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 28 April 2026

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

Tuesday 28 April 2026

Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond

China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that...

Tuesday 28 April 2026

OpenAI eyes agentic AI phone but faces challenges beyond chip design

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...

Tuesday 28 April 2026

Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion

China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).

Tuesday 28 April 2026

New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter

The Taiwan smartphone market showed resilience after the Lunar New Year peak as manufacturers introduced multiple new flagship models, and industry sources said the launches should...

Tuesday 28 April 2026

Rising component costs push Chinese phone makers to speed product cycles and favor high-end models

Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...

Tuesday 28 April 2026

Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables

An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies,...

Tuesday 28 April 2026

China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout

China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive...

Tuesday 28 April 2026

Commentary: What Amap reveals about AI navigation, data control

AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time...

Tuesday 28 April 2026

DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints

DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...

Tuesday 28 April 2026

GrandTech drives growth with AI cloud and 3D printing for drone market

GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...

Tuesday 28 April 2026

Apple and Asus defy PC market slump with growth in 2026

The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...

Tuesday 28 April 2026

Moore Threads hits first profit, AI compute orders drive growth

China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...

Tuesday 28 April 2026

LG Display posts strongest 1Q26 profit in five years, signals end to job cuts

LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring,...

Monday 27 April 2026

What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure

The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as...

3/1503 pages