Global supply chain: China market

China market news coverage

IN THE NEWS

Tuesday 19 May 2026

Chipmakers rejoice as Googlebook entry heats up AI PC race

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...

Tuesday 19 May 2026

China doubles down on AI-driven manufacturing upgrade

Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial...

Tuesday 19 May 2026

China's AI token boom fuels push for national compute network

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute...

Tuesday 19 May 2026

Baidu says AI is now the majority of its business

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model...

Tuesday 19 May 2026

Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...

Tuesday 19 May 2026

CyCraft expands Japan push with NTT and Future for AI-managed security services

CyCraft announced an expansion of its Japan strategy at its CyCraft Day Japan partner summit, teaming with local cybersecurity providers, including NTT Security and Future Secure Wave,...

Tuesday 19 May 2026

Digital camera comeback exposes optical supply-chain talent and capacity gap

Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...

Tuesday 19 May 2026

Acer's India PC push reaches a turning point as share climbs to 21.3%

Acer is gaining ground in India's PC market, with the Taiwanese PC vendor citing the latest market data showing it ranked second in the country in the first quarter of 2026.

Tuesday 19 May 2026

China's display boom fuels push for materials independence

As China cements its position as the world's largest producer of display panels, the country is now pushing deeper into one of the industry's most strategically sensitive areas: substrate...

Tuesday 19 May 2026

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...

Tuesday 19 May 2026

Kemflo expands into semiconductor carbon recycling and commercial water systems

Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global...

Tuesday 19 May 2026

Humanoid race will produce only one or two winners, Plug and Play CEO predicts

The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug...

Tuesday 19 May 2026

Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis

Hyundai Mobis is moving to become a core supplier to the humanoid robotics industry, announcing a direct actuator supply agreement with Boston Dynamics and outlining a sweeping strategy...

Monday 18 May 2026

TI says safety will decide 800V AI data center adoption and supplier wins

Pradeep S. Shenoy, a computing technology expert at Texas Instruments's (TI) US headquarters, recently shared his views on 800V architectures for AI data centers in a media appearance...

Monday 18 May 2026

South Korea's A2Z bets on autonomous buses as Waymo, Baidu's Apollo Go dominate robotaxi race

As Waymo in the US and Baidu's Apollo Go in China expand robotaxi services on public roads, South Korea's autonomous-driving industry...

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