Global supply chain: China market

China market news coverage

IN THE NEWS

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...

Monday 27 April 2026

Analysis: Beijing Auto Show signals new phase in China's EV race

The 2026 Beijing International Automotive Exhibition opened on April 24 with a scale that stands in sharp contrast to the contraction of many global auto shows. Spanning roughly 380,000...

Monday 27 April 2026

Commentary: DeepSeek reframes AI competition around efficiency, not scale

When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...

Monday 27 April 2026

China warns EU over industrial law, threatens countermeasures

China warned on April 27, 2026, that it would take countermeasures if the EU's proposed Industrial Accelerator Act harms Chinese companies — a move with potential global trade...

Monday 27 April 2026

Singapore-washing is dead: China cuts off US tech investment

"Singapore-washing" — the tactic of Chinese technology firms re-domiciling in the city-state to bypass geopolitical scrutiny — is facing an existential threat. China has...

Monday 27 April 2026

Nio pushes into chipmaking to cut reliance on Nvidia

Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive...

Monday 27 April 2026

Formosa 2 secures NT$58.9 billion refinancing, marking Taiwan's offshore wind maturity

Formosa 2 Wind Power (Formosa 2) held a refinancing ceremony on April 24, announcing the successful completion of a refinancing agreement totaling approximately NT$58.9 billion (approx...

Monday 27 April 2026

Smart cockpit's next test: Can AI deliver real value?

The 2026 Beijing International Automotive Exhibition opened on April 24 with a new focal point: the rapid ascent of large language models...

Monday 27 April 2026

DeepSeek cuts API prices 90%, sets new global low for LLM services

DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...

Monday 27 April 2026

MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps

MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...

Monday 27 April 2026

SK hynix receives 2026 IEEE Corporate Innovation Award

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it received the Corporate Innovation Award at the '2026 IEEE1 Honors Ceremony' held in New York...

Monday 27 April 2026

Everlight ramping up in optical communications, supported by automotive and invisible light

As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...

Monday 27 April 2026

S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets

S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products...

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