Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 29 July 2026

Smartphone chip earnings will gauge 2026 demand as prices rise

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

Wednesday 29 July 2026

TDK and LG Innotek form partnership on physical AI sensors

TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines...

Wednesday 29 July 2026

KLA executives outline growth strategy amid accelerating AI infrastructure demand

During KLA's June 2026 earnings call, held on July 28, executives detailed the company's financial performance and strategic outlook,...

Wednesday 29 July 2026

KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

Wednesday 29 July 2026

Huawei targets 2027 glass substrate production to gain an edge in AI chips

Huawei is reportedly working through its domestic supply chain to begin mass production of semiconductor glass substrates in 2027,...

Wednesday 29 July 2026

NXP posts strong 2Q as investors remain cautious on chip outlook

Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter...

Wednesday 29 July 2026

Commentary: Why China's 2026 tech breakthroughs are a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

Wednesday 29 July 2026

ADLINK expands robotics portfolio, targets 10% revenue share by 2028

The rise of physical AI is shifting the robotics market from technical demonstrations towards real-world deployment and viable business models. ADLINK is positioning edge computing...

Wednesday 29 July 2026

AI, memory clients lock in long-term orders for Leading Technology

Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...

Wednesday 29 July 2026

Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain

AI demand is driving a sharp rise in inquiries about 3D IC, but some in South Korea say the new technology is unlikely to become a fresh growth engine for Samsung Electronics and SK...

Wednesday 29 July 2026

China rejects US AI model theft claims, says American firms distill Chinese models too

China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models,...

Wednesday 29 July 2026

Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges

New-car registrations in Europe's midsize and large SUV market reached 476,000 in the first five months of 2026, nearly tripling from four years earlier. As the market expands rapidly,...

Wednesday 29 July 2026

Taiwan offshore wind blueprint lifts outlook for developers

The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...

Wednesday 29 July 2026

China Mobile adds AI and HD video to its mobile voice calling service

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more...

Wednesday 29 July 2026

LG Innotek tops second quarter forecasts on stronger camera module and substrate sales

LG Innotek reported stronger-than-expected results in the second quarter of 2026, helped by an improving market for camera modules and integrated circuit substrates. According to South...

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