Global supply chain: China market

China market news coverage

IN THE NEWS

Thursday 23 July 2026

WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026

Fitch sees AI investment momentum holding, with no signs of supply downturn

Fitch Ratings has adjusted its Taiwan GDP growth forecasts for 2026 and 2027 to 9.4% and 4.8% respectively, up from its earlier estimates...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

Thursday 23 July 2026

Tesla 2Q26: Record deliveries mask 1.4% operating margin as robotaxi and Optimus bets mount

Tesla posted its strongest-ever second quarter for vehicle sales in results released after the US market close on July 22, but a razor-thin operating margin and a sharp swing to negative...

Thursday 23 July 2026

Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters

Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...

Thursday 23 July 2026

Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...

Thursday 23 July 2026

ASEAN AI data center power demand seen at 6-7GW

ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...

Thursday 23 July 2026

AVer Information targets commercial drone market with AI vision engine

AVer Information is expanding into the commercial drone market, focusing its research and development on the highest-value segment of the value chain: the artificial intelligence (AI)...

Thursday 23 July 2026

OpenAI faces backlash over Kimi K3 open source criticism

OpenAI's new strategy chief Dean Ball has drawn sharp criticism from Trump administration officials and advisers after posting a lengthy commentary on Moonshot AI's Kimi K3 model....

Wednesday 22 July 2026

China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

China is dismantling the tax shelter that helped build the world's largest battery industry, and the move looks less like a one-off...

Wednesday 22 July 2026

Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026

HKC invests US$590M in advanced chip packaging to escape the LCD cycle

HKC, the world's third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and...

Wednesday 22 July 2026

Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

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