Global supply chain: China market

China market news coverage

IN THE NEWS

Monday 31 August 2026

MetaX posts first-half profit while China's AI GPU rivals split

MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...

Monday 31 August 2026

CXMT's global DRAM push runs into US curbs

ChangXin Memory Technologies (CXMT) is suing the Pentagon to overturn its designation as a Chinese military company as the Chinese DRAM...

Monday 31 August 2026

Shanghai's 15th Five-Year Plan bets on chips, AI, advanced packaging

On August 26, the Shanghai municipal government released its 15th Five-Year Plan for the Development of Strategic Emerging Industries, setting a target for added value in strategic...

Monday 31 August 2026

South Korea risks 'HBM 2.0' trap in emerging CPO market

Co-packaged optics (CPO) is emerging as a critical next-generation technology for AI infrastructure, but unless South Korea strengthens its integration and validation capabilities,...

Monday 31 August 2026

CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first

China's CXMT has begun mass production of its LPDDR6 memory and will supply the first batch to Xiaomi's upcoming 18 Fold flagship, marking what the company says is the first commercial...

Monday 31 August 2026

Asus launches physical AI business group, shifting from EMS to humanoid robots

Asustek Computer (Asus) is accelerating its artificial intelligence (AI) transformation plan, announcing the rebranding of its AIoT Business Group into the Physical AI Solutions Business...

Monday 31 August 2026

China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing,...

Monday 31 August 2026

Commentary: Malaysia's China dilemma sits at the heart of GATE 2026

The 2026 Global Automotive and Technology Expo (GATE 2026) closed on August 28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur. It highlighted Malaysia's...

Monday 31 August 2026

Chinese robotaxis head for Seoul as Pony.ai and FutureLink plan a 200-vehicle fleet

A Chinese autonomous driving vendor is set to take a commercial position in a market whose own robotaxi industry has yet to clear the hurdle to commercialization. Pony.ai and South...

Monday 31 August 2026

AI smart glasses race heats up as MEMS enable wearability

Once mocked as "computers on the nose bridge," AI smart glasses have long suffered from a trade-off between advanced AI capabilities and lightweight comfort. However, this race is...

Monday 31 August 2026

China's silicon wafer makers report profit gains of varying quality

Seven Chinese silicon wafer producers reported first-half 2026 results in the second half of August, indicating an uneven sector recovery. Several semiconductor-grade wafer makers...

Monday 31 August 2026

NewPower Worldwide expands credit facility to $750M for growth

NewPower Worldwide, one of the electronics industry's fastest-growing distributors, today announced it has expanded its committed credit facility to $750 million, further...

Monday 31 August 2026

AI pushes autonomous driving toward a more pragmatic commercial model

AI is reshaping the autonomous driving competition by shifting automakers away from an all-or-nothing race toward higher levels of self-driving. Instead, the industry is focusing on...

Sunday 30 August 2026

Innodisk says AI demand is lifting margins while memory supply remains tight

Innodisk said its AI-focused product mix is driving stronger revenue and profitability, a sign that global demand for memory and infrastructure hardware remains robust. The company...

Sunday 30 August 2026

Humanoid robot shipments top 22,000 in 1H26 as industrial use gains ground

As embodied intelligence takes physical form amid widespread production-capacity expansion in the humanoid robot sector, it is becoming increasingly possible to envision a society...

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