Global supply chain: China market

China market news coverage

IN THE NEWS

Wednesday 9 September 2026

Weblink posts record August revenue on AI, premium computing demand

Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...

Wednesday 9 September 2026

Smart applications boost AOPEN, Acerpure revenue

Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.

Wednesday 9 September 2026

China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen

The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit...

Wednesday 9 September 2026

Huawei orchestrates China's DUV lithography push to cut reliance on ASML

Huawei is emerging as a central organiser of China's effort to build a domestic semiconductor equipment supply chain, backing critical lithography suppliers and helping connect them...

Wednesday 9 September 2026

Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race

In September 2020, Huawei's smartphone business suffered a severe blow.

Wednesday 9 September 2026

Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace...

Wednesday 9 September 2026

Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient

Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory...

Wednesday 9 September 2026

IT panel peak season loses its edge after brands stocked too early

The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...

Wednesday 9 September 2026

European automakers expand China software teams amid layoffs

European automakers are reportedly expanding software teams in China even as they cut jobs and close plants, as they race to complete the "last mile" of software-defined vehicle (SDV)...

Wednesday 9 September 2026

China's AI computing plan targets sixfold growth, 100,000-card clusters

China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...

Wednesday 9 September 2026

Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV)...

Wednesday 9 September 2026

US security agencies tell AI firms to degrade answers to suspected Chinese distillation traffic in secret

The NSA, CISA, and the FBI are asking American frontier AI developers to treat model outputs themselves as an exfiltration surface, in a joint Cybersecurity Advisory that names six...

Wednesday 9 September 2026

Chinese automakers face globalization test in overseas push

China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas....

Wednesday 9 September 2026

Qualcomm to build custom AI inference chips for AWS

Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since...

Wednesday 9 September 2026

China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling

Chinese GPU developer Biren Technology has teamed up with Shanghai University to establish an Integrated Circuit Intelligent Chip Joint Laboratory, expanding their cooperation into...

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